Latest Institutional Transactions on Ishares Tr Ibonds December 202 (IBMO)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds December 202 (IBMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
19.2KNew |
$488K - $492K
|
19.2K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
89.7K+ 156.11% |
$2.28M - $2.3M
|
147K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.48K+ 5.87% |
$63.1K - $63.6K
|
44.8K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.64K+ 2.99% |
$41.7K - $42K
|
56.6K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-98.3K- 13.08% |
$2.5M - $2.52M
|
654K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
46.1K+ 91.66% |
$1.17M - $1.18M
|
96.4K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
79.4K+ 35.25% |
$2.02M - $2.04M
|
305K
$7.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.04K+ 2.89% |
$51.8K - $52.2K
|
72.5K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
188K+ 12.03% |
$4.77M - $4.81M
|
1.75M
$44.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.6KNew |
$1.06M - $1.07M
|
41.6K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.34K+ 24.79% |
$59.5K - $60K
|
11.8K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.71K+ 5.65% |
$43.5K - $43.9K
|
32K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.71K+ 4.1% |
$94.2K - $95.1K
|
94.2K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.1K+ 19.01% |
$1.3M - $1.31M
|
320K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-650- 6.96% |
$16.5K - $16.7K
|
8.69K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
20.9KNew |
$532K - $536K
|
20.9K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-552- 1.15% |
$14K - $14.1K
|
47.4K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.8K- 62.26% |
$885K - $893K
|
21.1K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-5.63K- 28.18% |
$143K - $144K
|
14.3K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
75+ 0.75% |
$1.91K - $1.92K
|
10.1K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-126K- 12.73% |
$3.21M - $3.24M
|
866K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.67K- 43.66% |
$93.3K - $94.1K
|
4.74K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.6K- 11.99% |
$2.45M - $2.48M
|
709K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.6KNew |
$244K - $246K
|
9.6K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.95K- 10.6% |
$74.9K - $75.5K
|
24.9K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-765- 5.7% |
$19.4K - $19.6K
|
12.7K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-390- 5.1% |
$9.91K - $9.99K
|
7.26K
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15.2KNew |
$385K - $388K
|
15.2K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
37New |
$940 - $948
|
37
$943
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.81K+ 0.33% |
$46.1K - $46.4K
|
559K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.35K+ 7.46% |
$161K - $163K
|
91.4K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.4K+ 28.17% |
$594K - $599K
|
106K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.3K- 11.89% |
$58.4K - $58.9K
|
17K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 45.26% |
$283K - $285K
|
35.8K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
68.8K+ 149602.17% |
$1.75M - $1.76M
|
68.9K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.64K+ 6.65% |
$67K - $67.6K
|
42.3K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
61+ 0.17% |
$1.55K - $1.56K
|
35.2K
$898K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
19.2KNew |
$488K - $493K
|
19.2K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.27KNew |
$210K - $212K
|
8.27K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.33K- 0.88% |
$110K - $111K
|
487K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24K+ 2.59% |
$608K - $614K
|
949K
$24.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.05KNew |
$204K - $206K
|
8.05K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-4.01K- 1.35% |
$102K - $103K
|
294K
$7.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.73K- 9.84% |
$120K - $121K
|
43.4K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
655+ 5.91% |
$16.6K - $16.8K
|
11.7K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.8K+ 10.5% |
$655K - $661K
|
271K
$6.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.74K+ 11.43% |
$171K - $173K
|
65.7K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.6K+ 14.04% |
$1.06M - $1.07M
|
338K
$8.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.2K+ 60.41% |
$387K - $391K
|
40.5K
$1.03M
|