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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-3.03K- 18.94% |
$78.5K - $78.7K
|
13K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.33K- 21.74% |
$60.4K - $60.6K
|
8.4K
$219K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.1KNew |
$261K - $262K
|
10.1K
$263K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.8K+ 127.65% |
$513K - $514K
|
35.3K
$922K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.16K- 3.25% |
$30.1K - $30.2K
|
34.6K
$905K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-105K- 98.13% |
$2.71M - $2.72M
|
2K
$52.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.06K- 10.29% |
$27.5K - $27.6K
|
9.27K
$242K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-288- 1.67% |
$7.46K - $7.48K
|
17K
$444K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
182K+ 442.84% |
$4.68M - $4.73M
|
224K
$5.84M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.81KNew |
$226K - $228K
|
8.81K
$230K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.79KNew |
$200K - $202K
|
7.79K
$203K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.72KNew |
$44K - $44.5K
|
1.72K
$44.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
744New |
$19.1K - $19.3K
|
744
$19.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3K- 13.22% |
$77K - $77.8K
|
19.7K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.3K+ 183.34% |
$494K - $499K
|
29.8K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2+ 1.44% |
$51.3 - $51.9
|
141
$3.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.47% |
$333 - $337
|
2.77K
$72.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.96KNew |
$204K - $206K
|
7.96K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-744- 33.57% |
$19.1K - $19.3K
|
1.47K
$38.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.14K- 33.27% |
$106K - $107K
|
8.3K
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.7KNew |
$275K - $278K
|
10.7K
$280K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.03K+ 92.73% |
$206K - $208K
|
16.7K
$436K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.09K+ 20.82% |
$79.1K - $80K
|
17.9K
$467K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$25.7 - $25.9
|
18.7K
$489K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-41.2K- 37.95% |
$1.06M - $1.07M
|
67.4K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-29.3K- 66.58% |
$752K - $760K
|
14.7K
$384K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-11.2K- 37.48% |
$286K - $289K
|
18.6K
$486K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5K- 24.11% |
$128K - $129K
|
15.7K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.35K+ 4.13% |
$112K - $112K
|
110K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.02M- 89.45% |
$77.5M - $77.9M
|
356K
$9.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-355Closed |
$9.11K - $9.15K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.2KNew |
$108K - $108K
|
4.2K
$110K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.71KNew |
$224K - $225K
|
8.71K
$227K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.49K- 15.86% |
$38.1K - $38.3K
|
7.88K
$206K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-98.9K- 71.14% |
$2.54M - $2.55M
|
40.1K
$1.05M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$25.6K - $25.9K
|
1K
$26.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
865+ 25.94% |
$22.2K - $22.4K
|
4.2K
$110K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.02KNew |
$26.1K - $26.4K
|
1.02K
$26.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-941- 62.48% |
$24.1K - $24.4K
|
565
$14.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 14.7% |
$25.6K - $25.9K
|
7.81K
$204K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
19KNew |
$488K - $493K
|
19K
$497K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1K+ 1.87% |
$25.7K - $25.9K
|
54.6K
$1.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-427- 4.52% |
$10.9K - $11.1K
|
9.03K
$236K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$25.6 - $25.9
|
790
$20.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.46K- 11.67% |
$37.4K - $37.8K
|
11K
$288K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
68+ 0.42% |
$1.74K - $1.76K
|
16.4K
$429K
|
|
| Q1 2023 | |||||||
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
10KNew |
$257K - $261K
|
10K
$262K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.9K+ 3783.5% |
$99.8K - $101K
|
4K
$104K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275New |
$7.04K - $7.13K
|
275
$7.18K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-27.1K- 21.81% |
$695K - $704K
|
97.2K
$2.54M
|
|