Latest Institutional Transactions on Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2024 Ter (IBMM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.18K+ 1.96% |
$82.7K - $83.1K
|
166K
$4.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
34.5KNew |
$897K - $901K
|
34.5K
$901K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-564K- 84.08% |
$14.7M - $14.7M
|
107K
$2.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
84+ 0.79% |
$2.18K - $2.19K
|
10.8K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.09K- 4.02% |
$54.3K - $54.6K
|
50K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.88K- 24.18% |
$127K - $127K
|
15.3K
$399K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
46+ 0.22% |
$1.19K - $1.2K
|
20.5K
$536K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.08K- 7.49% |
$27.9K - $28.1K
|
13.3K
$347K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
236+ 0.21% |
$6.13K - $6.16K
|
114K
$2.98M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-24.4K- 16.57% |
$635K - $638K
|
123K
$3.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.71K+ 23.56% |
$122K - $123K
|
24.7K
$645K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.2K- 34.14% |
$264K - $265K
|
19.6K
$511K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.92K+ 3.13% |
$49.9K - $50.2K
|
63.3K
$1.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-396- 1.92% |
$10.3K - $10.3K
|
20.3K
$529K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.13K- 7.56% |
$211K - $212K
|
99.4K
$2.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
634+ 1.89% |
$16.5K - $16.6K
|
34.1K
$891K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.44K+ 36.41% |
$89.4K - $89.9K
|
12.9K
$337K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-27.7K- 17.14% |
$719K - $723K
|
134K
$3.49M
|
|
| Q2 2024 | |||||||
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-16.9K- 5.73% |
$438K - $440K
|
278K
$7.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.6KNew |
$1.05M - $1.06M
|
40.6K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.43KNew |
$218K - $219K
|
8.43K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.1K- 32.97% |
$416K - $418K
|
32.6K
$852K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
56+ 0.48% |
$1.45K - $1.46K
|
11.7K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
168New |
$4.35K - $4.38K
|
168
$4.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
27+ 0.23% |
$700 - $703
|
12K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24.7KNew |
$639K - $642K
|
24.7K
$643K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4.63K- 84.93% |
$120K - $121K
|
822
$21.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.29KNew |
$215K - $216K
|
8.29K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3.11K+ 22.72% |
$80.7K - $81.1K
|
16.8K
$439K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.51KNew |
$246K - $248K
|
9.51K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-6.4K- 31.49% |
$166K - $167K
|
13.9K
$363K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.02KNew |
$52.3K - $52.6K
|
2.02K
$52.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 0.31% |
$3.58K - $3.59K
|
44.3K
$1.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.79KNew |
$228K - $229K
|
8.79K
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-905- 3.65% |
$23.4K - $23.6K
|
23.9K
$624K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
85.2K+ 193.51% |
$2.21M - $2.22M
|
129K
$3.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-352- 2.12% |
$9.12K - $9.17K
|
16.3K
$425K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.07K+ 16.47% |
$27.7K - $27.9K
|
7.57K
$198K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.84KNew |
$99.5K - $100K
|
3.84K
$100K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-15.8K- 12.24% |
$410K - $412K
|
113K
$2.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-16.8K- 14.38% |
$435K - $438K
|
100K
$2.61M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.71KNew |
$226K - $227K
|
8.71K
$227K
|
|
| Q1 2024 | |||||||
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
720New |
$18.6K - $18.7K
|
720
$18.8K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
61+ 0.67% |
$1.58K - $1.58K
|
9.21K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13KNew |
$338K - $339K
|
13K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
866+ 6.69% |
$22.4K - $22.5K
|
13.8K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-811- 62.63% |
$21K - $21.1K
|
484
$12.6K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
365KNew |
$9.44M - $9.47M
|
365K
$9.51M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.11K- 28.55% |
$80.6K - $80.8K
|
7.79K
$203K
|
|