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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 185.4% |
$552K - $563K
|
32.7K
$869K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.6KNew |
$535K - $546K
|
20.6K
$547K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17.6KNew |
$457K - $466K
|
17.6K
$467K
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.1KNew |
$289K - $295K
|
11.1K
$296K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.5KNew |
$272K - $278K
|
10.5K
$279K
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.88K+ 93.09% |
$205K - $209K
|
16.3K
$435K
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.82KNew |
$203K - $208K
|
7.82K
$208K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.17KNew |
$186K - $190K
|
7.17K
$191K
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.85K+ 7.52% |
$100K - $102K
|
55K
$1.46M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
728New |
$18.9K - $19.3K
|
728
$19.4K
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
597+ 5.6% |
$15.5K - $15.9K
|
11.3K
$299K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
351+ 85.19% |
$9.13K - $9.32K
|
763
$20.3K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
78+ 15.63% |
$2.03K - $2.07K
|
577
$15.4K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.33% |
$104 - $106
|
1.22K
$32.5K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
137K+ 6.63% |
$3.57M - $3.61M
|
2.2M
$58.6M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.58KNew |
$224K - $226K
|
8.58K
$228K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.17KNew |
$213K - $215K
|
8.17K
$217K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5KNew |
$130K - $132K
|
5K
$133K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.11KNew |
$107K - $108K
|
4.11K
$109K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.39KNew |
$88.5K - $89.5K
|
3.39K
$90.3K
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.53KNew |
$66.1K - $67.3K
|
2.53K
$67.2K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.05K+ 12.88% |
$27.4K - $28K
|
9.21K
$245K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
979+ 1.11% |
$25.6K - $26.1K
|
89.3K
$2.38M
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12KNew |
$313K - $319K
|
12K
$318K
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.57KNew |
$198K - $202K
|
7.57K
$201K
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
336+ 1.94% |
$8.79K - $8.97K
|
17.6K
$470K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275New |
$7.19K - $7.34K
|
275
$7.32K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55New |
$1.44K - $1.47K
|
55
$1.46K
|
|
Q4 2022 | |||||||
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
31.5KNew |
$814K - $835K
|
31.5K
$839K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
26.9KNew |
$694K - $712K
|
26.9K
$715K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
26.9KNew |
$694K - $712K
|
26.9K
$715K
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
17.4KNew |
$449K - $461K
|
17.4K
$463K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.9KNew |
$307K - $315K
|
11.9K
$317K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.06K+ 36.04% |
$234K - $240K
|
34.2K
$910K
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.83KNew |
$202K - $207K
|
7.83K
$208K
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.12KNew |
$54.7K - $56.1K
|
2.12K
$56.3K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2KNew |
$31K - $31.8K
|
1.2K
$31.9K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
227KNew |
$5.88M - $6.11M
|
227K
$6.04M
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
14KNew |
$363K - $378K
|
14K
$374K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.32KNew |
$241K - $251K
|
9.32K
$248K
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.87KNew |
$230K - $239K
|
8.87K
$236K
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.2KNew |
$212K - $221K
|
8.2K
$218K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.54KNew |
$91.5K - $95.2K
|
3.54K
$94.1K
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
1.1K+ 12.3% |
$28.4K - $29.5K
|
10K
$266K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
216+ 2.43% |
$5.59K - $5.81K
|
9.11K
$242K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
176KNew |
$4.6M - $4.69M
|
176K
$4.67M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
173KNew |
$4.52M - $4.62M
|
173K
$4.6M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.66KNew |
$200K - $205K
|
7.66K
$204K
|
|
Q1 2022 | |||||||
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
300New |
$7.97K - $8.36K
|
300
$7.98K
|
|
Q4 2021 | |||||||
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$27.8 - $28
|
1
$26.6
|