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 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12.3KNew |
$314K - $318K
|
12.3K
$320K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.32K- 21.85% |
$59.3K - $60.1K
|
8.28K
$216K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
714+ 3.09% |
$18.3K - $18.5K
|
23.8K
$621K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.08KNew |
$207K - $210K
|
8.08K
$211K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.27K- 3.16% |
$32.4K - $32.9K
|
38.8K
$1.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
99+ 60.74% |
$2.54K - $2.57K
|
262
$6.84K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.13KNew |
$54.6K - $55.3K
|
2.13K
$55.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 38.74% |
$79.4K - $80.4K
|
11.1K
$290K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.76KNew |
$199K - $201K
|
7.76K
$202K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
390+ 127.04% |
$9.99K - $10.1K
|
697
$18.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-18.6K- 33.62% |
$476K - $482K
|
36.7K
$957K
|
|
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
126KNew |
$3.22M - $3.26M
|
126K
$3.28M
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
28.3KNew |
$720K - $732K
|
28.3K
$738K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.8K- 47.85% |
$45.8K - $46.6K
|
1.96K
$51.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.88KNew |
$201K - $204K
|
7.88K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-157K- 96.55% |
$4M - $4.07M
|
5.62K
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12KNew |
$306K - $310K
|
12K
$313K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.17KNew |
$55.2K - $56.1K
|
2.17K
$56.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.33KNew |
$33.9K - $34.4K
|
1.33K
$34.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.2KNew |
$311K - $316K
|
12.2K
$319K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2KNew |
$30.6K - $31K
|
1.2K
$31.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.8K+ 35.28% |
$327K - $332K
|
49.2K
$1.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-844- 6.15% |
$21.5K - $21.8K
|
12.9K
$336K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
28.3KNew |
$720K - $732K
|
28.3K
$738K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-5.5K- 20.94% |
$140K - $142K
|
20.7K
$541K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
34.2KNew |
$870K - $884K
|
34.2K
$891K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
103+ 1.03% |
$2.62K - $2.7K
|
10.1K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.15K+ 15.81% |
$54.6K - $56.2K
|
15.7K
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
53.5K+ 407.23% |
$1.36M - $1.4M
|
66.6K
$1.74M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
428KNew |
$10.9M - $11.2M
|
428K
$11.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9.67K+ 16.6% |
$246K - $253K
|
67.9K
$1.77M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.56KNew |
$243K - $250K
|
9.56K
$249K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
229+ 2.48% |
$5.82K - $6K
|
9.47K
$247K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
37.9KNew |
$964K - $993K
|
37.9K
$989K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-950Closed |
$24.4K - $24.7K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-548Closed |
$14.1K - $14.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
108KNew |
$2.78M - $2.82M
|
108K
$2.83M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-18.9KClosed |
$484K - $491K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
35.4KNew |
$909K - $922K
|
35.4K
$924K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.38K- 20.26% |
$112K - $114K
|
17.2K
$450K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
8KNew |
$205K - $208K
|
8K
$209K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
3.38K+ 102.58% |
$86.8K - $88K
|
6.68K
$174K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
179KNew |
$4.59M - $4.65M
|
179K
$4.66M
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-9.17KClosed |
$238K - $246K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-38.2KClosed |
$992K - $1.02M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.7KClosed |
$70.1K - $72.4K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
400+ 4.32% |
$10.4K - $10.7K
|
9.67K
$252K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10- 43.48% |
$260 - $268
|
13
$339
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.32KClosed |
$116K - $116K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-369Closed |
$9.89K - $9.94K
|
0
$0
|
|