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 |
---|---|---|---|---|---|---|---|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.65K+ 15.82% |
$121K - $123K
|
34K
$902K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.5K+ 81.82% |
$117K - $119K
|
10K
$265K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.17KNew |
$213K - $215K
|
8.17K
$216K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
137K+ 6.63% |
$3.57M - $3.61M
|
2.2M
$58.3M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.39KNew |
$88.5K - $89.5K
|
3.39K
$89.9K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.11KNew |
$107K - $108K
|
4.11K
$109K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.58KNew |
$224K - $226K
|
8.58K
$227K
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.94K- 49.26% |
$207K - $209K
|
8.18K
$217K
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-540- 2.3% |
$14.1K - $14.2K
|
23K
$608K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5KNew |
$130K - $132K
|
5K
$132K
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.05K+ 12.88% |
$27.4K - $28K
|
9.21K
$244K
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
709New |
$18.5K - $18.9K
|
709
$18.8K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.7KNew |
$96.7K - $98.6K
|
3.7K
$98K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
979+ 1.11% |
$25.6K - $26.1K
|
89.3K
$2.36M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.53KNew |
$66.1K - $67.3K
|
2.53K
$66.9K
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-23.2K- 35.35% |
$605K - $617K
|
42.4K
$1.12M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.09K- 12.5% |
$80.8K - $82.3K
|
21.6K
$573K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150+ 4.56% |
$3.92K - $4K
|
3.44K
$91.1K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275New |
$7.19K - $7.34K
|
275
$7.28K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-5.62K- 40.82% |
$147K - $150K
|
8.15K
$216K
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12KNew |
$313K - $319K
|
12K
$316K
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
336+ 1.94% |
$8.79K - $8.97K
|
17.6K
$467K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55New |
$1.44K - $1.47K
|
55
$1.46K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
865+ 8.79% |
$22.6K - $23.1K
|
10.7K
$284K
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.57KNew |
$198K - $202K
|
7.57K
$200K
|
|
Q4 2022 | |||||||
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
26.9KNew |
$697K - $712K
|
26.9K
$711K
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.12KNew |
$54.9K - $56.1K
|
2.12K
$56K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.9KNew |
$309K - $315K
|
11.9K
$315K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2KNew |
$31.1K - $31.8K
|
1.2K
$31.8K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.06K+ 36.04% |
$235K - $240K
|
34.2K
$906K
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.83KNew |
$203K - $207K
|
7.83K
$207K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
26.9KNew |
$697K - $712K
|
26.9K
$711K
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
17.4KNew |
$451K - $461K
|
17.4K
$461K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
31.5KNew |
$818K - $835K
|
31.5K
$835K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
1.1K+ 12.3% |
$28.5K - $29.5K
|
10K
$265K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.54KNew |
$91.9K - $95.2K
|
3.54K
$93.6K
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.87KNew |
$231K - $239K
|
8.87K
$235K
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
227KNew |
$5.91M - $6.11M
|
227K
$6.01M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.32KNew |
$242K - $251K
|
9.32K
$247K
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.2KNew |
$213K - $221K
|
8.2K
$217K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
216+ 2.43% |
$5.62K - $5.81K
|
9.11K
$241K
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
14KNew |
$365K - $378K
|
14K
$372K
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-924Closed |
$24.2K - $24.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3K- 10.71% |
$78.5K - $80.1K
|
25K
$662K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.66KNew |
$200K - $205K
|
7.66K
$203K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-524Closed |
$13.7K - $14K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
176KNew |
$4.6M - $4.69M
|
176K
$4.65M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-26.4KClosed |
$692K - $706K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.06KClosed |
$159K - $162K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-10.7K- 44.65% |
$280K - $286K
|
13.3K
$351K
|