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 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
748+ 4.26% |
$19.7K - $19.9K
|
18.3K
$488K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
640+ 0.28% |
$16.9K - $17K
|
226K
$6.04M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
525+ 0.84% |
$13.9K - $13.9K
|
62.9K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
525+ 3.7% |
$13.9K - $13.9K
|
14.7K
$392K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
447+ 1.3% |
$11.8K - $11.9K
|
34.7K
$925K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
418+ 1.53% |
$11K - $11.1K
|
27.8K
$741K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
305New |
$8.05K - $8.1K
|
305
$8.13K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
172+ 1.58% |
$4.54K - $4.57K
|
11K
$294K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
171+ 1.23% |
$4.51K - $4.54K
|
14.1K
$375K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
160+ 0.28% |
$4.22K - $4.25K
|
57.4K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
145+ 5.63% |
$3.83K - $3.85K
|
2.72K
$72.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
133+ 0.35% |
$3.51K - $3.53K
|
38.4K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
106+ 0.55% |
$2.8K - $2.81K
|
19.2K
$513K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
100+ 0.1% |
$2.64K - $2.66K
|
97K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
78+ 0.33% |
$2.06K - $2.07K
|
23.5K
$625K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
70+ 0.33% |
$1.85K - $1.86K
|
21.3K
$566K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
60+ 0.67% |
$1.58K - $1.59K
|
9.01K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
44+ 0.05% |
$1.16K - $1.17K
|
83.1K
$2.22M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
41+ 0.06% |
$1.08K - $1.09K
|
70.5K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
31+ 0.36% |
$818 - $823
|
8.53K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
27+ 0.08% |
$713 - $717
|
34.5K
$919K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
23+ 0.11% |
$607 - $611
|
20.8K
$555K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7+ 0.05% |
$185 - $186
|
13.5K
$361K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 0.26% |
$158 - $159
|
2.28K
$60.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-113- 0.94% |
$2.98K - $3K
|
11.9K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-263- 2.21% |
$6.94K - $6.98K
|
11.7K
$311K
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-398- 0.8% |
$10.5K - $10.6K
|
49.1K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-691- 3.78% |
$18.2K - $18.3K
|
17.6K
$469K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-720- 86.75% |
$19K - $19.1K
|
110
$2.93K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-734- 7.19% |
$19.4K - $19.5K
|
9.47K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-795- 62.8% |
$21K - $21.1K
|
471
$12.6K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1K- 11.09% |
$26.4K - $26.6K
|
8.02K
$214K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.09K- 3.2% |
$28.7K - $28.9K
|
33K
$878K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.32K- 77.07% |
$34.9K - $35.1K
|
393
$10.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.35K- 2.6% |
$35.6K - $35.8K
|
50.5K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.79K- 5.43% |
$47.4K - $47.6K
|
31.2K
$833K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.95K- 5.22% |
$51.5K - $51.8K
|
35.4K
$944K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.1K- 18.37% |
$55.3K - $55.6K
|
9.31K
$248K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.31K- 14.07% |
$60.9K - $61.2K
|
14.1K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.66K- 4.63% |
$70.2K - $70.6K
|
54.8K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.7K- 4.65% |
$71.1K - $71.6K
|
55.3K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.04K- 6.57% |
$80.3K - $80.8K
|
43.3K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.05K- 10.76% |
$80.5K - $80.9K
|
25.3K
$673K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.35K- 17.0% |
$88.4K - $88.9K
|
16.4K
$436K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.39K- 2.37% |
$89.4K - $90K
|
140K
$3.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.87K- 22.12% |
$102K - $103K
|
13.6K
$363K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-4.18K- 5.2% |
$110K - $111K
|
76.1K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4.5K- 12.65% |
$119K - $119K
|
31.1K
$828K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.73K- 8.71% |
$125K - $125K
|
49.5K
$1.32M
|