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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-427- 4.52% |
$10.9K - $11.1K
|
9.03K
$236K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-27.1K- 21.81% |
$695K - $704K
|
97.2K
$2.54M
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-18.6K- 33.62% |
$476K - $482K
|
36.7K
$957K
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.32K- 21.85% |
$59.3K - $60.1K
|
8.28K
$216K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.27K- 3.16% |
$32.4K - $32.9K
|
38.8K
$1.01M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-157K- 96.55% |
$4M - $4.07M
|
5.62K
$147K
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-5.5K- 20.94% |
$140K - $142K
|
20.7K
$541K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.8K- 47.85% |
$45.8K - $46.6K
|
1.96K
$51.2K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-844- 6.15% |
$21.5K - $21.8K
|
12.9K
$336K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-18.9KClosed |
$484K - $491K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.38K- 20.26% |
$112K - $114K
|
17.2K
$450K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-950Closed |
$24.4K - $24.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-548Closed |
$14.1K - $14.3K
|
0
$0
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-38.2KClosed |
$992K - $1.02M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-9.17KClosed |
$238K - $246K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.7KClosed |
$70.1K - $72.4K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10- 43.48% |
$260 - $268
|
13
$339
|
|
Q4 2021 | |||||||
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-18.7KClosed |
$501K - $504K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-7.57KClosed |
$203K - $204K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.91KClosed |
$132K - $132K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.32KClosed |
$116K - $116K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-369Closed |
$9.89K - $9.94K
|
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 | |||||||
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-92.5KClosed |
$2.49M - $2.51M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.8KClosed |
$290K - $292K
|
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
|
|
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
|
|
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
|