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 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 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
39+ 0.1% |
$987 - $1K
|
40K
$1.02M
|
|
|
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
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.21K- 36.77% |
$208K - $210K
|
14.1K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
577+ 3.65% |
$14.6K - $14.8K
|
16.4K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-650- 2.05% |
$16.5K - $16.7K
|
31.1K
$796K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
243+ 1.13% |
$6.15K - $6.23K
|
21.8K
$556K
|
|
|
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 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-54.4K- 10.29% |
$1.38M - $1.39M
|
474K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.35K+ 3.64% |
$34.2K - $34.6K
|
38.4K
$983K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
398+ 3.52% |
$10.1K - $10.2K
|
11.7K
$300K
|
|
|
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
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
26.9KNew |
$681K - $690K
|
26.9K
$688K
|
|
|
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
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.24K+ 2.79% |
$107K - $109K
|
156K
$4M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45.4K+ 12.4% |
$1.15M - $1.16M
|
412K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
273+ 0.12% |
$6.91K - $7K
|
237K
$6.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.11K+ 15.9% |
$78.8K - $79.8K
|
22.7K
$580K
|
|
|
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
$1.86M
|
|
| 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
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.6K- 36.27% |
$296K - $298K
|
20.4K
$522K
|
|
|
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
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.3K+ 438.8% |
$924K - $929K
|
44.6K
$1.14M
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1K+ 1.81% |
$258K - $259K
|
570K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.35K- 37.26% |
$162K - $163K
|
10.7K
$273K
|
|
|
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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
135K+ 91.75% |
$3.44M - $3.46M
|
282K
$7.22M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-268K- 91.84% |
$6.82M - $6.86M
|
23.8K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 8.69% |
$28K - $28.2K
|
11.6K
$296K
|
|
|
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
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-502- 1.19% |
$12.8K - $12.9K
|
41.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.5K+ 6.74% |
$523K - $526K
|
325K
$8.32M
|
|
|
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 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-1.54K- 10.25% |
$39.1K - $39.4K
|
13.5K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$389K - $391K
|
15.3K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-162K- 50.54% |
$4.12M - $4.14M
|
158K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-321K- 86.81% |
$8.16M - $8.21M
|
48.7K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$264K - $266K
|
10.4K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.59K- 0.96% |
$66K - $66.4K
|
269K
$6.88M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-600- 6.9% |
$15.3K - $15.4K
|
8.09K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3KNew |
$363K - $365K
|
14.3K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.48K- 18.0% |
$114K - $115K
|
20.4K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
32+ 0.4% |
$814 - $819
|
8.08K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8K+ 51.35% |
$276K - $278K
|
32K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.86K- 81.37% |
$98.1K - $98.7K
|
883
$22.6K
|
|