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 |
---|---|---|---|---|---|---|---|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.9K+ 3783.5% |
$99.8K - $101K
|
4K
$104K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 38.74% |
$79.4K - $80.4K
|
11.1K
$289K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.13KNew |
$54.6K - $55.3K
|
2.13K
$55.6K
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
714+ 3.09% |
$18.3K - $18.5K
|
23.8K
$620K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
390+ 127.04% |
$9.99K - $10.1K
|
697
$18.2K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275New |
$7.04K - $7.13K
|
275
$7.16K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
99+ 60.74% |
$2.54K - $2.57K
|
262
$6.83K
|
|
Q4 2022 | |||||||
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
34.2KNew |
$870K - $884K
|
34.2K
$890K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
28.3KNew |
$720K - $732K
|
28.3K
$737K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
28.3KNew |
$720K - $732K
|
28.3K
$737K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.8K+ 35.28% |
$327K - $332K
|
49.2K
$1.28M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12.2KNew |
$311K - $316K
|
12.2K
$319K
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12KNew |
$306K - $310K
|
12K
$313K
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.88KNew |
$201K - $204K
|
7.88K
$205K
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.17KNew |
$55.2K - $56.1K
|
2.17K
$56.5K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.33KNew |
$33.9K - $34.4K
|
1.33K
$34.6K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2KNew |
$30.6K - $31K
|
1.2K
$31.3K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
428KNew |
$10.9M - $11.2M
|
428K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
53.5K+ 407.23% |
$1.36M - $1.4M
|
66.6K
$1.74M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
37.9KNew |
$964K - $993K
|
37.9K
$988K
|
|
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
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.15K+ 15.81% |
$54.6K - $56.2K
|
15.7K
$410K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
229+ 2.48% |
$5.82K - $6K
|
9.47K
$247K
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
103+ 1.03% |
$2.62K - $2.7K
|
10.1K
$264K
|
|
Q2 2022 | |||||||
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
179KNew |
$4.59M - $4.65M
|
179K
$4.65M
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
108KNew |
$2.78M - $2.82M
|
108K
$2.82M
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
35.4KNew |
$909K - $922K
|
35.4K
$922K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
8KNew |
$205K - $208K
|
8K
$208K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
3.38K+ 102.58% |
$86.8K - $88K
|
6.68K
$174K
|
|
Q1 2022 | |||||||
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
400+ 4.32% |
$10.4K - $10.7K
|
9.67K
$252K
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
42.1KNew |
$1.13M - $1.14M
|
42.1K
$1.1M
|
|
Q4 2019 | |||||||
Jan 23, 2020
Q4 2019
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
765KNew |
$20.1M - $20.2M
|
765K
$19.9M
|
|
Feb 10, 2020
Q4 2019
|
Bcs Wealth Management
|
BUY
|
- |
14.4KNew |
$378K - $380K
|
14.4K
$374K
|