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 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.54K+ 13.88% |
$140K - $142K
|
45.4K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30+ 0.29% |
$760 - $769
|
10.4K
$267K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
48.3K+ 30.66% |
$1.22M - $1.24M
|
206K
$5.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.96K+ 10.88% |
$151K - $153K
|
60.7K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.7K+ 6.59% |
$270K - $274K
|
173K
$4.44M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
33+ 0.05% |
$836 - $846
|
73.3K
$1.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
895New |
$22.7K - $22.9K
|
895
$23K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
394+ 6.26% |
$9.98K - $10.1K
|
6.69K
$172K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.86K- 2.51% |
$97.6K - $98.8K
|
150K
$3.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
43.8KNew |
$1.11M - $1.12M
|
43.8K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
2.62K+ 5.8% |
$66.2K - $67K
|
47.7K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
28.4K+ 330.08% |
$718K - $727K
|
36.9K
$950K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.89K- 16.99% |
$200K - $202K
|
38.5K
$991K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
57.8K+ 17.75% |
$1.46M - $1.48M
|
383K
$9.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3K+ 17.23% |
$75.8K - $76.8K
|
20.4K
$524K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
1.12K+ 12.63% |
$28.3K - $28.6K
|
9.95K
$256K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.5K+ 119.31% |
$468K - $474K
|
34K
$873K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.87K+ 1.83% |
$123K - $125K
|
271K
$6.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
784+ 1.34% |
$19.9K - $20.1K
|
59.5K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.51K+ 0.52% |
$114K - $116K
|
878K
$22.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.55KNew |
$217K - $219K
|
8.55K
$220K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.33K- 16.5% |
$58.9K - $59.6K
|
11.8K
$303K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.01K+ 22.22% |
$50.9K - $51.6K
|
11.1K
$285K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.68K+ 19.55% |
$245K - $248K
|
59.2K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.38KNew |
$212K - $215K
|
8.38K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.53K- 7.3% |
$89.3K - $90.4K
|
44.8K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.17K+ 28.58% |
$54.8K - $55.5K
|
9.74K
$250K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.96K- 22.48% |
$252K - $255K
|
34.4K
$883K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
48+ 0.16% |
$1.22K - $1.23K
|
29.7K
$764K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-587- 0.78% |
$14.9K - $15K
|
74.5K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.2KNew |
$208K - $210K
|
8.2K
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-31.1K- 71.89% |
$789K - $798K
|
12.2K
$313K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.57K+ 426.09% |
$39.7K - $40.2K
|
1.94K
$49.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.2K+ 12.65% |
$157K - $159K
|
55.2K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-440- 3.12% |
$11.1K - $11.3K
|
13.7K
$351K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 30.0% |
$152K - $154K
|
14K
$360K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-28.3K- 17.5% |
$717K - $726K
|
134K
$3.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.83K+ 12.47% |
$97.1K - $98.3K
|
34.6K
$889K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-6K- 9.69% |
$152K - $154K
|
55.9K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15KNew |
$380K - $385K
|
15K
$386K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
8.32KNew |
$211K - $213K
|
8.32K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.11K+ 8.77% |
$129K - $131K
|
63.4K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
46.4K+ 6.75% |
$1.18M - $1.19M
|
735K
$18.9M
|
|
|
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
|
Strid Group, LLC
|
SELL
|
- |
-17.8K- 57.01% |
$450K - $455K
|
13.4K
$345K
|
|
|
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
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-393- 0.6% |
$9.95K - $10.1K
|
65.3K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-500- 3.25% |
$12.7K - $12.8K
|
14.9K
$383K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
3.13K+ 3.3% |
$79.2K - $80.2K
|
97.8K
$2.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
7.94KNew |
$201K - $203K
|
7.94K
$204K
|