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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-18.7KClosed |
$501K - $504K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.91KClosed |
$132K - $132K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-7.57KClosed |
$203K - $204K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-7.55KClosed |
$203K - $204K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-506Closed |
$13.6K - $13.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.8KClosed |
$290K - $292K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-92.5KClosed |
$2.49M - $2.51M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.21K- 82.16% |
$194K - $195K
|
1.57K
$40.8K
|
|
|
Feb 10, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
42.1KNew |
$1.13M - $1.14M
|
42.1K
$1.1M
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.22KClosed |
$32.9K - $33.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 22, 2020
Q3 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-8.24KClosed |
$222K - $224K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.97KClosed |
$161K - $163K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-326Closed |
$8.79K - $8.88K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-100Closed |
$2.7K - $2.72K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Life Steps Financial, Inc.
|
SELL
|
- |
-30.7KClosed |
$792K - $831K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-110KClosed |
$2.62M - $2.96M
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-44.1K- 81.37% |
$1.06M - $1.19M
|
10.1K
$264K
|
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10.7KClosed |
$257K - $290K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Bcs Wealth Management
|
BUY
|
- |
14.4KNew |
$378K - $380K
|
14.4K
$374K
|
|
|
Jan 23, 2020
Q4 2019
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
765KNew |
$20.1M - $20.2M
|
765K
$19.9M
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-15.7K- 61.07% |
$405K - $412K
|
9.99K
$261K
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.97KClosed |
$148K - $152K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.6KClosed |
$362K - $367K
|
0
$0
|
|