Latest Institutional Purchases of Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2024 Ter (IBMM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
107KNew |
$2.77M - $2.79M
|
107K
$2.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
38.6K+ 100.0% |
$1M - $1.01M
|
77.1K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
34.5KNew |
$897K - $901K
|
34.5K
$899K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
19.3K+ 25.88% |
$501K - $504K
|
93.9K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.2K+ 11.03% |
$421K - $423K
|
163K
$4.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$399K - $401K
|
15.3K
$400K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
9.01KNew |
$234K - $235K
|
9.01K
$234K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.53K+ 14.61% |
$169K - $170K
|
51.2K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.09K+ 26.49% |
$158K - $159K
|
29.1K
$756K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.71K+ 23.56% |
$122K - $123K
|
24.7K
$643K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.14K+ 19.93% |
$108K - $108K
|
24.9K
$648K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
3.51KNew |
$91.2K - $91.7K
|
3.51K
$91.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.44K+ 36.41% |
$89.4K - $89.9K
|
12.9K
$336K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.18K+ 1.96% |
$82.7K - $83.1K
|
166K
$4.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.92K+ 3.13% |
$49.9K - $50.2K
|
63.3K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1K+ 9.17% |
$26K - $26.1K
|
11.9K
$310K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
914New |
$23.7K - $23.9K
|
914
$23.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
634+ 1.89% |
$16.5K - $16.6K
|
34.1K
$889K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
325+ 0.23% |
$8.44K - $8.49K
|
140K
$3.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
253+ 1.27% |
$6.57K - $6.61K
|
20.1K
$524K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
236+ 0.21% |
$6.13K - $6.16K
|
114K
$2.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
210+ 2.52% |
$5.45K - $5.48K
|
8.56K
$223K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
195+ 0.19% |
$5.06K - $5.09K
|
101K
$2.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
84+ 0.79% |
$2.18K - $2.19K
|
10.8K
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
53+ 1.78% |
$1.38K - $1.38K
|
3.04K
$79.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
46+ 0.12% |
$1.19K - $1.2K
|
37.2K
$969K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
46+ 0.22% |
$1.19K - $1.2K
|
20.5K
$535K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
43+ 0.1% |
$1.12K - $1.12K
|
43.2K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.56% |
$51.9 - $52.2
|
358
$9.32K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
85.2K+ 193.51% |
$2.21M - $2.22M
|
129K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.5K+ 2.78% |
$1.18M - $1.18M
|
1.68M
$43.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.7K+ 28.95% |
$1.11M - $1.11M
|
190K
$4.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.6KNew |
$1.05M - $1.06M
|
40.6K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.3K+ 17.32% |
$785K - $789K
|
205K
$5.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24.7KNew |
$639K - $642K
|
24.7K
$642K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 5.05% |
$550K - $553K
|
441K
$11.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.5K+ 56.14% |
$402K - $404K
|
43.2K
$1.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
15.4K+ 14.51% |
$400K - $402K
|
122K
$3.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.3KNew |
$396K - $398K
|
15.3K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.3K+ 20.07% |
$395K - $397K
|
91.2K
$2.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.51KNew |
$246K - $248K
|
9.51K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.26KNew |
$240K - $241K
|
9.26K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.8KNew |
$228K - $229K
|
8.8K
$229K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.79KNew |
$228K - $229K
|
8.79K
$229K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.71KNew |
$226K - $227K
|
8.71K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.43KNew |
$218K - $219K
|
8.43K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.29KNew |
$215K - $216K
|
8.29K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.62K+ 8.44% |
$197K - $198K
|
97.9K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.85K+ 44.49% |
$178K - $178K
|
22.3K
$579K
|
|