Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.07K+ 7.96% |
$28.2K - $28.5K
|
14.5K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
885+ 3.72% |
$23.4K - $23.6K
|
24.7K
$656K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
606+ 4.15% |
$16K - $16.2K
|
15.2K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
466+ 0.6% |
$12.3K - $12.4K
|
78.6K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
397New |
$10.5K - $10.6K
|
397
$10.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
257+ 0.26% |
$6.79K - $6.85K
|
99.5K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
234+ 0.29% |
$6.18K - $6.24K
|
82.1K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
211+ 0.79% |
$5.57K - $5.63K
|
26.8K
$713K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
210+ 2.52% |
$5.55K - $5.6K
|
8.56K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
156+ 0.16% |
$4.12K - $4.16K
|
97.3K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
151+ 0.51% |
$3.99K - $4.03K
|
29.8K
$792K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
77+ 0.88% |
$2.03K - $2.05K
|
8.82K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
62+ 0.09% |
$1.64K - $1.65K
|
70.7K
$1.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 1.53% |
$1.11K - $1.12K
|
2.78K
$74.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
39+ 0.52% |
$1.03K - $1.04K
|
7.61K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
36+ 0.17% |
$951 - $960
|
20.9K
$557K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.2% |
$687 - $693
|
12.8K
$341K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
11+ 0.08% |
$291 - $293
|
13.6K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.44% |
$264 - $267
|
2.3K
$61.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7+ 0.01% |
$185 - $187
|
88.2K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 0.56% |
$106 - $107
|
716
$19.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1- 0.13% |
$26.4 - $26.7
|
799
$21.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-16- 0.03% |
$423 - $427
|
50.3K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-84- 0.18% |
$2.22K - $2.24K
|
47K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-95- 0.19% |
$2.51K - $2.53K
|
50.4K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-479- 3.23% |
$12.7K - $12.8K
|
14.3K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-765- 7.11% |
$20.2K - $20.4K
|
10K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-865- 8.08% |
$22.9K - $23.1K
|
9.84K
$262K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-942- 2.31% |
$24.9K - $25.1K
|
39.9K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.02K- 3.17% |
$26.9K - $27.1K
|
31K
$826K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.11K- 2.33% |
$29.3K - $29.6K
|
46.4K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.63K- 6.75% |
$43K - $43.4K
|
22.5K
$599K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.9K- 18.22% |
$50.3K - $50.8K
|
8.54K
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-1.94K- 3.38% |
$51.3K - $51.7K
|
55.4K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2K- 6.78% |
$52.8K - $53.3K
|
27.5K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.49K- 2.99% |
$65.8K - $66.4K
|
80.9K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.74K- 19.84% |
$72.4K - $73K
|
11.1K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.76K- 13.56% |
$73K - $73.7K
|
17.6K
$469K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.88K- 18.17% |
$76.1K - $76.8K
|
13K
$345K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.89K- 11.76% |
$76.4K - $77.1K
|
21.7K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.04K- 27.95% |
$80.3K - $81.1K
|
7.84K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.79K- 7.27% |
$100K - $101K
|
48.4K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4K- 13.4% |
$106K - $107K
|
25.9K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.25K- 28.54% |
$112K - $113K
|
10.6K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.79K- 22.79% |
$127K - $128K
|
16.2K
$432K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.79K- 6.36% |
$179K - $181K
|
99.9K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.06K- 10.0% |
$187K - $188K
|
63.5K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.34K- 30.77% |
$194K - $196K
|
16.5K
$439K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.75K- 4.46% |
$205K - $207K
|
166K
$4.42M
|