Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
333KNew |
$8.78M - $8.83M
|
333K
$8.86M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 31.73% |
$4.81M - $4.84M
|
757K
$20.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
138KNew |
$3.64M - $3.66M
|
138K
$3.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
91.2K+ 88.82% |
$2.41M - $2.42M
|
194K
$5.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.3K+ 696.51% |
$1.91M - $1.92M
|
82.7K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57K+ 3.57% |
$1.5M - $1.51M
|
1.66M
$44.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
53.1K+ 9.14% |
$1.4M - $1.41M
|
634K
$16.9M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
47.1KNew |
$1.24M - $1.25M
|
47.1K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.6K+ 9.09% |
$1.1M - $1.1M
|
499K
$13.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
37.8K+ 48.96% |
$998K - $1M
|
115K
$3.06M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.3KNew |
$985K - $990K
|
37.3K
$994K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33.6K+ 15.79% |
$887K - $892K
|
246K
$6.57M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.3K+ 3.58% |
$852K - $857K
|
934K
$24.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
29.2K+ 41.96% |
$770K - $774K
|
98.7K
$2.63M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
28.3KNew |
$747K - $751K
|
28.3K
$754K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
27.3K+ 43.75% |
$721K - $725K
|
89.8K
$2.39M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
25.6K+ 9.13% |
$675K - $679K
|
306K
$8.14M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
25.6K+ 9.13% |
$675K - $679K
|
306K
$8.14M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.1KNew |
$636K - $640K
|
24.1K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.7K+ 2.73% |
$572K - $575K
|
814K
$21.7M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
21KNew |
$554K - $557K
|
21K
$559K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.4K+ 37.66% |
$512K - $515K
|
71K
$1.89M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.3K+ 85.8% |
$510K - $513K
|
41.8K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19.2KNew |
$508K - $510K
|
19.2K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18.9KNew |
$499K - $502K
|
18.9K
$504K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.6K+ 148.75% |
$411K - $414K
|
26.1K
$694K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.5KNew |
$358K - $360K
|
13.5K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 9.72% |
$354K - $356K
|
152K
$4.04M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 6.19% |
$348K - $350K
|
226K
$6.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
11.3K+ 4.94% |
$297K - $299K
|
239K
$6.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.94K+ 4.07% |
$262K - $264K
|
254K
$6.78M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.78K+ 87.02% |
$232K - $233K
|
18.9K
$503K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.6KNew |
$227K - $228K
|
8.6K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.34KNew |
$220K - $221K
|
8.34K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
7.63K+ 51.79% |
$201K - $203K
|
22.4K
$596K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
5.75K+ 10.04% |
$152K - $153K
|
63K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.57K+ 21.98% |
$147K - $148K
|
30.9K
$824K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
4.79K+ 23.17% |
$127K - $127K
|
25.5K
$679K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
4.08K+ 35.35% |
$108K - $108K
|
15.6K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.77K+ 49.95% |
$99.5K - $100K
|
11.3K
$301K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.67K+ 6.62% |
$96.9K - $97.5K
|
59.1K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.45K+ 2.53% |
$91.1K - $91.7K
|
140K
$3.72M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.44K+ 36.67% |
$90.7K - $91.2K
|
12.8K
$341K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.35K+ 8.42% |
$88.4K - $88.9K
|
43.1K
$1.15M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.05KNew |
$80.5K - $81K
|
3.05K
$81.3K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.54K+ 2.42% |
$67.1K - $67.5K
|
107K
$2.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.78K+ 1.1% |
$46.9K - $47.1K
|
164K
$4.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.73K+ 0.69% |
$45.7K - $45.9K
|
252K
$6.71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
884+ 4.08% |
$23.3K - $23.5K
|
22.6K
$601K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
830+ 0.57% |
$21.9K - $22K
|
147K
$3.91M
|