Latest Institutional Purchases of Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2025 Ter (IBMN) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
61.8KNew |
$1.63M - $1.65M
|
61.8K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
27.1KNew |
$716K - $725K
|
27.1K
$725K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16.5KNew |
$435K - $441K
|
16.5K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14KNew |
$370K - $375K
|
14K
$376K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 8.54% |
$335K - $340K
|
161K
$4.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
9.83KNew |
$260K - $263K
|
9.83K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.25K+ 2.11% |
$139K - $141K
|
254K
$6.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.05K+ 5.22% |
$133K - $135K
|
102K
$2.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.43K+ 22.83% |
$90.7K - $91.9K
|
18.5K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.4K+ 6.71% |
$37K - $37.5K
|
22.3K
$596K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.2K+ 1.18% |
$31.6K - $32K
|
103K
$2.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.17K+ 3.16% |
$31K - $31.4K
|
38.3K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
550+ 3.46% |
$14.5K - $14.7K
|
16.5K
$441K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
252+ 0.09% |
$6.66K - $6.74K
|
275K
$7.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
106+ 0.55% |
$2.8K - $2.84K
|
19.5K
$523K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
41+ 0.15% |
$1.08K - $1.1K
|
27.2K
$729K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
126K+ 83.15% |
$3.35M - $3.37M
|
277K
$7.42M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
60.7K+ 22.35% |
$1.62M - $1.62M
|
332K
$8.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43.6K+ 381.26% |
$1.16M - $1.17M
|
55K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
28.4K+ 20.19% |
$755K - $759K
|
169K
$4.52M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
27.9K+ 34.88% |
$743K - $746K
|
108K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.7KNew |
$684K - $687K
|
25.7K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
25.7K+ 265.5% |
$684K - $687K
|
35.4K
$947K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20.5KNew |
$546K - $549K
|
20.5K
$549K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 166.35% |
$499K - $502K
|
30K
$804K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.5K+ 5.74% |
$492K - $494K
|
340K
$9.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.1K+ 3.72% |
$428K - $430K
|
448K
$12M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 17.57% |
$411K - $413K
|
103K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14KNew |
$372K - $374K
|
14K
$374K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.1KNew |
$348K - $350K
|
13.1K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12.7K+ 9.45% |
$337K - $338K
|
146K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 624.29% |
$298K - $300K
|
13K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$271K - $272K
|
10.2K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9.36KNew |
$249K - $250K
|
9.36K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.55KNew |
$228K - $229K
|
8.55K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.09K+ 2.31% |
$215K - $216K
|
358K
$9.59M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.03K+ 20.85% |
$214K - $215K
|
46.5K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
7.5KNew |
$200K - $201K
|
7.5K
$201K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
5.69K+ 21.87% |
$151K - $152K
|
31.7K
$848K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
5K+ 6.48% |
$133K - $134K
|
82.2K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.79K+ 8.32% |
$128K - $128K
|
62.3K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.72K+ 10.18% |
$126K - $126K
|
51.1K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.92K+ 5.78% |
$104K - $105K
|
71.7K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.86K+ 9.55% |
$103K - $103K
|
44.3K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.76K+ 1.61% |
$100K - $101K
|
237K
$6.35M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.46K+ 6.49% |
$65.5K - $65.8K
|
40.3K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2.4K+ 0.82% |
$63.9K - $64.1K
|
296K
$7.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.25K+ 0.74% |
$59.9K - $60.2K
|
306K
$8.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.11K+ 10.65% |
$56.3K - $56.5K
|
22K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.89KNew |
$50.4K - $50.7K
|
1.89K
$50.7K
|
|