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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
2.65K+ 1.63% |
$67.3K - $67.9K
|
165K
$4.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4K- 16.67% |
$102K - $102K
|
20K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.7K+ 65.09% |
$450K - $453K
|
44.9K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-450- 4.85% |
$11.4K - $11.5K
|
8.83K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.92KNew |
$227K - $228K
|
8.92K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44+ 0.1% |
$1.12K - $1.13K
|
44.3K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.67% |
$127 - $128
|
752
$19.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38.3K+ 29.11% |
$972K - $980K
|
170K
$4.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
775+ 12.65% |
$19.7K - $19.9K
|
6.9K
$176K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.8KNew |
$299K - $302K
|
11.8K
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
51+ 0.59% |
$1.3K - $1.31K
|
8.74K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
19.5K+ 74.08% |
$495K - $499K
|
45.8K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
32.9KNew |
$836K - $843K
|
32.9K
$839K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-542- 2.82% |
$13.8K - $13.9K
|
18.7K
$476K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
654+ 6.64% |
$16.6K - $16.8K
|
10.5K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.57K- 3.26% |
$39.9K - $40.2K
|
46.6K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.76K- 8.34% |
$70K - $70.6K
|
30.3K
$772K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.74K+ 28.56% |
$222K - $224K
|
39.4K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.52K+ 4.54% |
$191K - $193K
|
173K
$4.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.9K+ 4.4% |
$353K - $356K
|
330K
$8.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.03KNew |
$204K - $206K
|
8.03K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.97K- 2.96% |
$49.9K - $50.3K
|
64.4K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.85K- 1.24% |
$199K - $201K
|
623K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.36KNew |
$212K - $214K
|
8.36K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
17K+ 37.84% |
$432K - $436K
|
61.9K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 15.31% |
$394K - $397K
|
117K
$2.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
9.78KNew |
$249K - $251K
|
9.78K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.37K+ 1.05% |
$34.8K - $35.2K
|
132K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.02KNew |
$204K - $205K
|
8.02K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.8K+ 24.01% |
$275K - $278K
|
56K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.68K+ 40.56% |
$246K - $248K
|
33.5K
$855K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
514+ 0.76% |
$13.1K - $13.2K
|
67.8K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.1K- 32.47% |
$78.7K - $79.4K
|
6.44K
$164K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.9K- 5.37% |
$73.7K - $74.3K
|
51.1K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.25K+ 0.97% |
$57.1K - $57.6K
|
234K
$5.97M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.7K- 65.12% |
$373K - $376K
|
7.87K
$201K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.18K+ 1.59% |
$30.1K - $30.3K
|
75.5K
$1.92M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
102KNew |
$2.58M - $2.62M
|
102K
$2.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.81K+ 8.2% |
$96.3K - $97.8K
|
50.3K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.35K- 26.39% |
$84.6K - $86K
|
9.34K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-56.5K- 99.92% |
$1.43M - $1.45M
|
46
$1.17K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.86K+ 1.8% |
$249K - $253K
|
558K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.4K+ 12.77% |
$843K - $856K
|
295K
$7.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.2K+ 72.87% |
$612K - $622K
|
57.5K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.2KNew |
$586K - $595K
|
23.2K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.46K- 28.7% |
$113K - $115K
|
11.1K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
22.2K+ 3.04% |
$561K - $570K
|
752K
$19.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-10.3K- 25.3% |
$259K - $264K
|
30.3K
$774K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.03K- 26.48% |
$76.5K - $77.7K
|
8.41K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.9K+ 14.9% |
$881K - $895K
|
269K
$6.86M
|
|