Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 12.68% |
$37.2K - $37.4K
|
9.88K
$258K
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.12K- 3.09% |
$29.1K - $29.2K
|
35.1K
$917K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.12K- 1.75% |
$29K - $29.2K
|
62.9K
$1.64M
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.1K- 3.33% |
$28.6K - $28.8K
|
32K
$836K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.08K- 7.49% |
$27.9K - $28.1K
|
13.3K
$347K
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1K- 3.36% |
$26K - $26.1K
|
28.8K
$751K
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-981- 3.58% |
$25.5K - $25.6K
|
26.4K
$689K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-833- 4.03% |
$21.6K - $21.7K
|
19.9K
$518K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-792- 7.34% |
$20.6K - $20.7K
|
10K
$261K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-767- 0.83% |
$19.9K - $20K
|
92.1K
$2.4M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-711- 8.3% |
$18.5K - $18.6K
|
7.86K
$205K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-695- 5.58% |
$18K - $18.1K
|
11.8K
$307K
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-458- 3.04% |
$11.9K - $12K
|
14.6K
$381K
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-446- 0.13% |
$11.6K - $11.6K
|
331K
$8.62M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-396- 1.92% |
$10.3K - $10.3K
|
20.3K
$529K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-180- 1.03% |
$4.67K - $4.7K
|
17.2K
$449K
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-150- 0.64% |
$3.9K - $3.92K
|
23.2K
$606K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-42- 0.49% |
$1.09K - $1.1K
|
8.53K
$223K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-40- 11.33% |
$1.04K - $1.04K
|
313
$8.17K
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-22- 0.05% |
$571 - $574
|
48.3K
$1.26M
|
|
Q2 2024 | |||||||
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-16.9K- 5.73% |
$438K - $440K
|
278K
$7.25M
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-16.8K- 14.38% |
$435K - $438K
|
100K
$2.61M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.1K- 32.97% |
$416K - $418K
|
32.6K
$852K
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-15.8K- 12.24% |
$410K - $412K
|
113K
$2.96M
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-6.4K- 31.49% |
$166K - $167K
|
13.9K
$363K
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4.63K- 84.93% |
$120K - $121K
|
822
$21.4K
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-905- 3.65% |
$23.4K - $23.6K
|
23.9K
$624K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-352- 2.12% |
$9.12K - $9.17K
|
16.3K
$425K
|
|
Q1 2024 | |||||||
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-105K- 98.13% |
$2.71M - $2.72M
|
2K
$52.2K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.11K- 28.55% |
$80.6K - $80.8K
|
7.79K
$203K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-3.03K- 18.94% |
$78.5K - $78.7K
|
13K
$338K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.33K- 21.74% |
$60.4K - $60.6K
|
8.4K
$219K
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.16K- 3.25% |
$30.1K - $30.2K
|
34.6K
$904K
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.06K- 10.29% |
$27.5K - $27.6K
|
9.27K
$242K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-811- 62.63% |
$21K - $21.1K
|
484
$12.6K
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-288- 1.67% |
$7.46K - $7.48K
|
17K
$443K
|
|
Q4 2023 | |||||||
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-41.2K- 37.95% |
$1.06M - $1.07M
|
67.4K
$1.76M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-29.3K- 66.58% |
$752K - $760K
|
14.7K
$384K
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-11.2K- 37.48% |
$286K - $289K
|
18.6K
$485K
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.14K- 33.27% |
$106K - $107K
|
8.3K
$217K
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3K- 13.22% |
$77K - $77.8K
|
19.7K
$514K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-744- 33.57% |
$19.1K - $19.3K
|
1.47K
$38.4K
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$25.7 - $25.9
|
18.7K
$488K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.02M- 89.45% |
$77.5M - $77.9M
|
356K
$9.29M
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-98.9K- 71.14% |
$2.54M - $2.55M
|
40.1K
$1.05M
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5K- 24.11% |
$128K - $129K
|
15.7K
$411K
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.49K- 15.86% |
$38.1K - $38.3K
|
7.88K
$206K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-355Closed |
$9.11K - $9.15K
|
0
$0
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.46K- 11.67% |
$37.4K - $37.8K
|
11K
$288K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-941- 62.48% |
$24.1K - $24.4K
|
565
$14.7K
|