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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24.7KNew |
$639K - $642K
|
24.7K
$642K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.51KNew |
$246K - $248K
|
9.51K
$248K
|
|
|
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
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.84KNew |
$99.5K - $100K
|
3.84K
$100K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3.11K+ 22.72% |
$80.7K - $81.1K
|
16.8K
$438K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.02KNew |
$52.3K - $52.6K
|
2.02K
$52.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.07K+ 16.47% |
$27.7K - $27.9K
|
7.57K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
168New |
$4.35K - $4.38K
|
168
$4.38K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 0.31% |
$3.58K - $3.59K
|
44.3K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
56+ 0.48% |
$1.45K - $1.46K
|
11.7K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
27+ 0.23% |
$700 - $703
|
12K
$313K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
365KNew |
$9.44M - $9.47M
|
365K
$9.5M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
104K+ 5222.95% |
$2.71M - $2.71M
|
106K
$2.77M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.8K+ 127.65% |
$513K - $514K
|
35.3K
$920K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13KNew |
$338K - $339K
|
13K
$340K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.1KNew |
$261K - $262K
|
10.1K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
866+ 6.69% |
$22.4K - $22.5K
|
13.8K
$360K
|
|
|
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
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
182K+ 442.84% |
$4.68M - $4.73M
|
224K
$5.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.3K+ 183.34% |
$494K - $499K
|
29.8K
$775K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.7KNew |
$275K - $278K
|
10.7K
$279K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.81KNew |
$226K - $228K
|
8.81K
$229K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.03K+ 92.73% |
$206K - $208K
|
16.7K
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.96KNew |
$204K - $206K
|
7.96K
$207K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.79KNew |
$200K - $202K
|
7.79K
$203K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.09K+ 20.82% |
$79.1K - $80K
|
17.9K
$466K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.72KNew |
$44K - $44.5K
|
1.72K
$44.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
744New |
$19.1K - $19.3K
|
744
$19.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.47% |
$333 - $337
|
2.77K
$72.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2+ 1.44% |
$51.3 - $51.9
|
141
$3.67K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.71KNew |
$224K - $225K
|
8.71K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.35K+ 4.13% |
$112K - $112K
|
110K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.2KNew |
$108K - $108K
|
4.2K
$109K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
19KNew |
$488K - $493K
|
19K
$496K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.02KNew |
$26.1K - $26.4K
|
1.02K
$26.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1K+ 1.87% |
$25.7K - $25.9K
|
54.6K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$25.6K - $25.9K
|
1K
$26.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 14.7% |
$25.6K - $25.9K
|
7.81K
$203K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
865+ 25.94% |
$22.2K - $22.4K
|
4.2K
$109K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
68+ 0.42% |
$1.74K - $1.76K
|
16.4K
$428K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$25.6 - $25.9
|
790
$20.6K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Paradiem, LLC
|
BUY
|
- |
126KNew |
$3.22M - $3.26M
|
126K
$3.27M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12.3KNew |
$314K - $318K
|
12.3K
$320K
|
|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
10KNew |
$257K - $261K
|
10K
$262K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.08KNew |
$207K - $210K
|
8.08K
$210K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.76KNew |
$199K - $201K
|
7.76K
$202K
|
|