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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
26.9KNew |
$694K - $712K
|
26.9K
$714K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
17.4KNew |
$449K - $461K
|
17.4K
$463K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
31.5KNew |
$814K - $835K
|
31.5K
$838K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.54KNew |
$91.5K - $95.2K
|
3.54K
$94K
|
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
1.1K+ 12.3% |
$28.4K - $29.5K
|
10K
$266K
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.87KNew |
$230K - $239K
|
8.87K
$236K
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
227KNew |
$5.88M - $6.11M
|
227K
$6.04M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.32KNew |
$241K - $251K
|
9.32K
$248K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.2KNew |
$212K - $221K
|
8.2K
$218K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
216+ 2.43% |
$5.59K - $5.81K
|
9.11K
$242K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
14KNew |
$363K - $378K
|
14K
$373K
|
|
| 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
$665K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.66KNew |
$200K - $205K
|
7.66K
$204K
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
176KNew |
$4.6M - $4.69M
|
176K
$4.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-524Closed |
$13.7K - $14K
|
0
$0
|
|
|
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
$353K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.4K- 41.44% |
$36.5K - $37.3K
|
1.97K
$52.5K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-255Closed |
$6.67K - $6.81K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
173KNew |
$4.52M - $4.62M
|
173K
$4.6M
|
|
| Q1 2022 | |||||||
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
300New |
$7.97K - $8.36K
|
300
$7.98K
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-37.2KClosed |
$989K - $1.04M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.29KClosed |
$114K - $120K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.14KClosed |
$115K - $116K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-355Closed |
$9.88K - $9.92K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.06KClosed |
$252K - $253K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-186KClosed |
$5.17M - $5.19M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.9KClosed |
$220K - $221K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$27.8 - $28
|
1
$26.6
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-342Closed |
$9.56K - $9.63K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-133KClosed |
$3.71M - $3.73M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
923New |
$25.7K - $26.1K
|
923
$24.5K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
10.7KNew |
$301K - $303K
|
10.7K
$286K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3KClosed |
$83.6K - $84.6K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.55KClosed |
$154K - $156K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-65.1KClosed |
$1.81M - $1.84M
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-100Closed |
$2.79K - $2.82K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.77KClosed |
$49.4K - $50K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-250Closed |
$6.97K - $7.05K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-36.2K- 80.79% |
$887K - $1.01M
|
8.61K
$229K
|
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-19.2KClosed |
$469K - $536K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.89KClosed |
$50.7K - $51.9K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.8K- 27.49% |
$150K - $154K
|
15.3K
$407K
|
|