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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.9K+ 9.84% |
$401K - $403K
|
178K
$4.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.25K+ 70.09% |
$208K - $209K
|
20K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.06K- 6.47% |
$152K - $153K
|
87.6K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.27K+ 2.86% |
$133K - $134K
|
190K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.6K+ 5.78% |
$2.08M - $2.09M
|
1.51M
$38.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.75K+ 3.88% |
$220K - $222K
|
234K
$5.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.01K+ 18.09% |
$227K - $228K
|
58.8K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-17.5K- 57.98% |
$441K - $444K
|
12.7K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.18K+ 3.7% |
$80K - $80.6K
|
89K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.89K+ 14.65% |
$72.7K - $73.2K
|
22.6K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-10.3K- 8.62% |
$259K - $261K
|
109K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-181K- 89.98% |
$4.54M - $4.57M
|
20.1K
$513K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.52K+ 15.97% |
$63.4K - $63.8K
|
18.3K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
176+ 0.53% |
$4.43K - $4.46K
|
33.3K
$849K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.05K- 1.82% |
$26.4K - $26.6K
|
56.6K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7KNew |
$444K - $447K
|
17.7K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-47K- 10.32% |
$1.18M - $1.19M
|
409K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.72K+ 6.19% |
$119K - $120K
|
81K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.86KNew |
$46.7K - $47K
|
1.86K
$47.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.19K+ 7.51% |
$80.2K - $80.7K
|
45.6K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
365New |
$9.18K - $9.25K
|
365
$9.31K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-10K- 29.46% |
$252K - $254K
|
24K
$612K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.1K+ 87.65% |
$1.31M - $1.32M
|
112K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.31K- 0.27% |
$33K - $33.2K
|
492K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.5K+ 8.94% |
$540K - $543K
|
261K
$6.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
70.9K+ 10.75% |
$1.78M - $1.8M
|
730K
$18.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.7% |
$25.2 - $25.3
|
144
$3.67K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-208- 1.32% |
$5.23K - $5.27K
|
15.5K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
20.2KNew |
$508K - $511K
|
20.2K
$515K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.7K- 27.08% |
$319K - $322K
|
34.2K
$873K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.08K+ 15.31% |
$103K - $103K
|
30.7K
$783K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-157- 1.62% |
$3.95K - $3.98K
|
9.55K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.1K+ 3.16% |
$756K - $762K
|
981K
$25M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27KNew |
$679K - $684K
|
27K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
32.9K+ 47.06% |
$827K - $832K
|
103K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.37K+ 7.81% |
$110K - $111K
|
60.3K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
89+ 0.25% |
$2.24K - $2.25K
|
36.4K
$928K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.28K- 5.52% |
$57.3K - $57.7K
|
39K
$995K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
187+ 27.66% |
$4.7K - $4.74K
|
863
$22K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
773KNew |
$19.5M - $19.6M
|
773K
$19.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4K- 5.71% |
$101K - $101K
|
66.1K
$1.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.02K- 17.16% |
$126K - $127K
|
24.2K
$618K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3.74K+ 41.82% |
$94.1K - $94.8K
|
12.7K
$324K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.93K+ 13.6% |
$149K - $150K
|
49.5K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.18K+ 22.39% |
$80.1K - $80.6K
|
17.4K
$444K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 0.41% |
$75.5 - $76
|
742
$18.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.8K+ 3.37% |
$725K - $730K
|
884K
$22.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
88+ 0.57% |
$2.21K - $2.23K
|
15.5K
$396K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
14K+ 43.1% |
$352K - $355K
|
46.5K
$1.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
7.92KNew |
$199K - $201K
|
7.92K
$202K
|