Latest Institutional Transactions on Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2025 Ter (IBMN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.32K- 77.07% |
$34.9K - $35.1K
|
393
$10.4K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.4K+ 37.66% |
$512K - $515K
|
71K
$1.88M
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
21KNew |
$554K - $557K
|
21K
$556K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 6.19% |
$348K - $350K
|
226K
$6M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.2K- 11.75% |
$164K - $165K
|
46.6K
$1.23M
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
525+ 3.7% |
$13.9K - $13.9K
|
14.7K
$389K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.67K- 4.79% |
$150K - $151K
|
113K
$2.99M
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
41+ 0.06% |
$1.08K - $1.09K
|
70.5K
$1.87M
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
640+ 0.28% |
$16.9K - $17K
|
226K
$6M
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
100+ 0.1% |
$2.64K - $2.66K
|
97K
$2.57M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.95K- 5.22% |
$51.5K - $51.8K
|
35.4K
$938K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.05K- 10.76% |
$80.5K - $80.9K
|
25.3K
$669K
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.31K- 14.07% |
$60.9K - $61.2K
|
14.1K
$373K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-449K- 88.6% |
$11.9M - $11.9M
|
57.8K
$1.53M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-109K- 13.2% |
$2.87M - $2.89M
|
715K
$18.9M
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
70+ 0.33% |
$1.85K - $1.86K
|
21.3K
$563K
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
27+ 0.08% |
$713 - $717
|
34.5K
$913K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.2K- 6.28% |
$375K - $377K
|
212K
$5.61M
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
7.63K+ 51.79% |
$201K - $203K
|
22.4K
$592K
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
525+ 0.84% |
$13.9K - $13.9K
|
62.9K
$1.67M
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-398- 0.8% |
$10.5K - $10.6K
|
49.1K
$1.3M
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
47.1KNew |
$1.24M - $1.25M
|
47.1K
$1.25M
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1K- 11.09% |
$26.4K - $26.6K
|
8.02K
$212K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
418+ 1.53% |
$11K - $11.1K
|
27.8K
$736K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.35K+ 8.42% |
$88.4K - $88.9K
|
43.1K
$1.14M
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
4.08K+ 35.35% |
$108K - $108K
|
15.6K
$414K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-734- 7.19% |
$19.4K - $19.5K
|
9.47K
$251K
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-15.8K- 50.6% |
$416K - $419K
|
15.4K
$408K
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.66K- 8.64% |
$229K - $230K
|
91.5K
$2.42M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
28.3KNew |
$747K - $751K
|
28.3K
$749K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.6KNew |
$227K - $228K
|
8.6K
$228K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.3K+ 85.8% |
$510K - $513K
|
41.8K
$1.11M
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.35K- 17.0% |
$88.4K - $88.9K
|
16.4K
$433K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.44K+ 36.67% |
$90.7K - $91.2K
|
12.8K
$339K
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-113- 0.94% |
$2.98K - $3K
|
11.9K
$316K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-691- 3.78% |
$18.2K - $18.3K
|
17.6K
$466K
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.57K+ 21.98% |
$147K - $148K
|
30.9K
$818K
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.35K- 2.6% |
$35.6K - $35.8K
|
50.5K
$1.34M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7+ 0.05% |
$185 - $186
|
13.5K
$358K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.94K+ 4.07% |
$262K - $264K
|
254K
$6.74M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-18.6K- 38.96% |
$492K - $495K
|
29.2K
$773K
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
27.3K+ 43.75% |
$721K - $725K
|
89.8K
$2.38M
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.79K- 5.43% |
$47.4K - $47.6K
|
31.2K
$827K
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-24K- 17.28% |
$634K - $638K
|
115K
$3.05M
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
138KNew |
$3.64M - $3.66M
|
138K
$3.65M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.3K+ 696.51% |
$1.91M - $1.92M
|
82.7K
$2.19M
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-16.3K- 5.04% |
$429K - $431K
|
306K
$8.11M
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
106+ 0.55% |
$2.8K - $2.81K
|
19.2K
$510K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
29.2K+ 41.96% |
$770K - $774K
|
98.7K
$2.61M
|