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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.88K- 0.91% |
$201K - $202K
|
855K
$21.9M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
43.1KNew |
$1.1M - $1.1M
|
43.1K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.22K- 5.69% |
$81.9K - $82.4K
|
53.4K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.18K+ 1.27% |
$157K - $158K
|
493K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.79K+ 9.12% |
$224K - $225K
|
105K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16.7K+ 18.27% |
$425K - $428K
|
108K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-83.9K- 22.72% |
$2.13M - $2.15M
|
285K
$7.3M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.19K+ 21.82% |
$107K - $107K
|
23.4K
$598K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-185K- 28.27% |
$4.7M - $4.73M
|
469K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.58K+ 5.63% |
$65.6K - $65.9K
|
48.3K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.8K+ 17.68% |
$478K - $481K
|
125K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.6K- 15.18% |
$117K - $118K
|
25.7K
$657K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-389- 5.36% |
$9.9K - $9.96K
|
6.87K
$176K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
5.37K+ 11.32% |
$137K - $137K
|
52.8K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1- 0.01% |
$25.5 - $25.6
|
8.45K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.79K+ 8.47% |
$96.5K - $97.1K
|
48.6K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
481+ 1.11% |
$12.2K - $12.3K
|
43.9K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.7K- 26.38% |
$297K - $299K
|
32.6K
$834K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.96K- 5.75% |
$101K - $101K
|
64.9K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.82K- 16.68% |
$71.8K - $72.2K
|
14.1K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
11.7KNew |
$299K - $300K
|
11.7K
$300K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.47K- 1.84% |
$165K - $166K
|
345K
$8.82M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 9.54% |
$340K - $342K
|
154K
$3.93M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-482- 4.11% |
$12.3K - $12.3K
|
11.3K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
41KNew |
$1.04M - $1.05M
|
41K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.57K- 15.81% |
$142K - $143K
|
29.7K
$759K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-951- 6.32% |
$24.2K - $24.3K
|
14.1K
$361K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
8.83KNew |
$225K - $226K
|
8.83K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-156- 1.65% |
$3.97K - $3.99K
|
9.31K
$238K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.19K+ 9.23% |
$158K - $159K
|
73.3K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-460- 3.07% |
$11.7K - $11.8K
|
14.5K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
16.8K+ 11.98% |
$429K - $431K
|
157K
$4.03M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.27% |
$25.5 - $25.6
|
368
$9.41K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
16.3K+ 9.88% |
$416K - $418K
|
182K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-23.3K- 3.27% |
$592K - $595K
|
688K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.54K+ 3.51% |
$64.7K - $65.1K
|
75K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.8K+ 14.73% |
$1.27M - $1.27M
|
388K
$9.92M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.12K+ 11.51% |
$105K - $105K
|
39.9K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.67K+ 8.58% |
$93.4K - $94K
|
46.4K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
6.35K+ 283.48% |
$162K - $163K
|
8.59K
$220K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.77K- 8.27% |
$70.5K - $70.9K
|
30.7K
$786K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.87K+ 21.99% |
$251K - $253K
|
54.8K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
47+ 0.59% |
$1.2K - $1.2K
|
8.08K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.06K- 6.44% |
$27K - $27.1K
|
15.4K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6.29KNew |
$160K - $161K
|
6.29K
$161K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-963- 2.07% |
$24.5K - $24.7K
|
45.7K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 2.17% |
$26.5K - $26.6K
|
49K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
40+ 0.4% |
$1.02K - $1.02K
|
10.2K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
230+ 1.34% |
$5.85K - $5.89K
|
17.4K
$445K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 4.68% |
$2.32K - $2.33K
|
2.03K
$52K
|