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 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.23K+ 3.03% |
$85.7K - $86.1K
|
110K
$2.94M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-147- 5.28% |
$3.9K - $3.92K
|
2.64K
$70.6K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
939+ 123.07% |
$24.9K - $25K
|
1.7K
$45.6K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-14.1K- 20.02% |
$376K - $377K
|
56.5K
$1.51M
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.7% |
$133 - $133
|
721
$19.3K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.11K+ 5.4% |
$29.5K - $29.6K
|
21.7K
$580K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.18K+ 3.28% |
$84K - $84.8K
|
100K
$2.68M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-765- 7.11% |
$20.2K - $20.4K
|
10K
$268K
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.35K+ 14.02% |
$35.7K - $36.1K
|
11K
$295K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.6KNew |
$305K - $308K
|
11.6K
$309K
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.74K- 19.84% |
$72.4K - $73K
|
11.1K
$296K
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
90.9KNew |
$2.4M - $2.42M
|
90.9K
$2.43M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
397New |
$10.5K - $10.6K
|
397
$10.6K
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.9K- 18.22% |
$50.3K - $50.8K
|
8.54K
$229K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.9KNew |
$500K - $504K
|
18.9K
$506K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.75K- 4.46% |
$205K - $207K
|
166K
$4.44M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.4K- 24.02% |
$988K - $997K
|
118K
$3.16M
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
33.8KNew |
$892K - $900K
|
33.8K
$904K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-865- 8.08% |
$22.9K - $23.1K
|
9.84K
$264K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.29K+ 49.24% |
$245K - $246K
|
28.1K
$754K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.73% |
$26.3 - $26.5
|
138
$3.69K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
163New |
$4.29K - $4.32K
|
163
$4.36K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
914New |
$24.1K - $24.2K
|
914
$24.5K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-697- 2.39% |
$18.4K - $18.5K
|
28.5K
$763K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98KNew |
$52K - $52.3K
|
1.98K
$52.9K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.6KNew |
$226K - $228K
|
8.6K
$230K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.06K+ 30.67% |
$27.8K - $27.9K
|
4.5K
$120K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.7KNew |
$97.5K - $98K
|
3.7K
$99K
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.58KNew |
$226K - $227K
|
8.58K
$230K
|
|
Q1 2024 | |||||||
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
305New |
$8.05K - $8.1K
|
305
$8.16K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
60+ 0.67% |
$1.58K - $1.59K
|
9.01K
$241K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.5KNew |
$358K - $360K
|
13.5K
$363K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
884+ 4.08% |
$23.3K - $23.5K
|
22.6K
$604K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.1KNew |
$636K - $640K
|
24.1K
$645K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-795- 62.8% |
$21K - $21.1K
|
471
$12.6K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.05K- 10.76% |
$80.5K - $80.9K
|
25.3K
$676K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1K- 11.09% |
$26.4K - $26.6K
|
8.02K
$215K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-734- 7.19% |
$19.4K - $19.5K
|
9.47K
$254K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.3K+ 85.8% |
$510K - $513K
|
41.8K
$1.12M
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.35K- 17.0% |
$88.4K - $88.9K
|
16.4K
$438K
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.79K- 5.43% |
$47.4K - $47.6K
|
31.2K
$836K
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
37.8K+ 48.96% |
$998K - $1M
|
115K
$3.08M
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.81K- 45.0% |
$206K - $207K
|
9.55K
$256K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-720- 86.75% |
$19K - $19.1K
|
110
$2.94K
|
|
Q4 2023 | |||||||
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.65K- 54.1% |
$42.9K - $43.8K
|
1.4K
$37.5K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
728New |
$18.9K - $19.3K
|
728
$19.5K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.6KNew |
$535K - $546K
|
20.6K
$550K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$644K - $657K
|
24.8K
$663K
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
597+ 5.6% |
$15.5K - $15.9K
|
11.3K
$301K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.33% |
$104 - $106
|
1.22K
$32.7K
|