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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.11K+ 8.77% |
$129K - $131K
|
63.4K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
8.32KNew |
$211K - $213K
|
8.32K
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15KNew |
$380K - $385K
|
15K
$385K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-910- 1.99% |
$23K - $23.3K
|
44.8K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-393- 0.6% |
$9.95K - $10.1K
|
65.3K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
47.3KNew |
$1.2M - $1.21M
|
47.3K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-17.8K- 57.01% |
$450K - $455K
|
13.4K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
7.94KNew |
$201K - $203K
|
7.94K
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
3.13K+ 3.3% |
$79.2K - $80.2K
|
97.8K
$2.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-500- 3.25% |
$12.7K - $12.8K
|
14.9K
$382K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
37.2K+ 25.75% |
$942K - $953K
|
182K
$4.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
39+ 0.1% |
$987 - $1K
|
40K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
106KNew |
$2.68M - $2.72M
|
106K
$2.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.2KNew |
$259K - $262K
|
10.2K
$262K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-650- 2.05% |
$16.5K - $16.7K
|
31.1K
$797K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
63.7KNew |
$1.61M - $1.63M
|
63.7K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
577+ 3.65% |
$14.6K - $14.8K
|
16.4K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.21K- 36.77% |
$208K - $210K
|
14.1K
$362K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
243+ 1.13% |
$6.15K - $6.23K
|
21.8K
$557K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-54.4K- 10.29% |
$1.38M - $1.39M
|
474K
$12.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-439- 0.97% |
$11.1K - $11.3K
|
44.6K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
398+ 3.52% |
$10.1K - $10.2K
|
11.7K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.35K+ 3.64% |
$34.2K - $34.6K
|
38.4K
$984K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-139- 0.2% |
$3.52K - $3.56K
|
68.6K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.24K+ 2.79% |
$107K - $109K
|
156K
$4.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.04K+ 2.63% |
$26.2K - $26.6K
|
40.5K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
26.9KNew |
$681K - $690K
|
26.9K
$689K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
273+ 0.12% |
$6.91K - $7K
|
237K
$6.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45.4K+ 12.4% |
$1.15M - $1.16M
|
412K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.11K+ 15.9% |
$78.8K - $79.8K
|
22.7K
$581K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.01% |
$25.3 - $25.6
|
13.7K
$351K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.62K- 3.47% |
$66.3K - $67.1K
|
72.8K
$1.87M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-62K- 96.66% |
$1.58M - $1.59M
|
2.14K
$54.8K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10+ 0.11% |
$255 - $256
|
8.84K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.3K+ 438.8% |
$924K - $929K
|
44.6K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
135K+ 91.75% |
$3.44M - $3.46M
|
282K
$7.23M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
138K+ 7.89% |
$3.51M - $3.53M
|
1.89M
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.35K- 37.26% |
$162K - $163K
|
10.7K
$274K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1K+ 1.81% |
$258K - $259K
|
570K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.6K- 36.27% |
$296K - $298K
|
20.4K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.6K+ 1.69% |
$40.6K - $40.8K
|
95.8K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-502- 1.19% |
$12.8K - $12.9K
|
41.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.33K- 0.85% |
$186K - $188K
|
859K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
163+ 0.39% |
$4.15K - $4.17K
|
41.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.5K+ 6.74% |
$523K - $526K
|
325K
$8.33M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.5K- 3.04% |
$548K - $552K
|
688K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-268K- 91.84% |
$6.82M - $6.86M
|
23.8K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 8.69% |
$28K - $28.2K
|
11.6K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$264K - $266K
|
10.4K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3KNew |
$363K - $365K
|
14.3K
$365K
|
|