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 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.6K+ 1.69% |
$40.6K - $40.8K
|
95.8K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
135K+ 91.75% |
$3.44M - $3.46M
|
282K
$7.23M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-1.54K- 10.25% |
$39.1K - $39.4K
|
13.5K
$345K
|
|
|
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
$266K
|
|
|
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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.48K- 18.0% |
$114K - $115K
|
20.4K
$522K
|
|
|
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
|
Comerica Bank
|
SELL
|
- |
-3.86K- 81.37% |
$98.1K - $98.7K
|
883
$22.6K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8K+ 51.35% |
$276K - $278K
|
32K
$818K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
32+ 0.4% |
$814 - $819
|
8.08K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.79K+ 9.12% |
$224K - $225K
|
105K
$2.69M
|
|
|
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
|
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
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
43.1KNew |
$1.1M - $1.1M
|
43.1K
$1.1M
|
|
|
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
|
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
$7.31M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.19K+ 21.82% |
$107K - $107K
|
23.4K
$599K
|
|
|
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
$658K
|
|
|
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
|
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
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
5.37K+ 11.32% |
$137K - $137K
|
52.8K
$1.35M
|
|
|
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
$835K
|
|
|
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
$361K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.47K- 1.84% |
$165K - $166K
|
345K
$8.83M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
11.7KNew |
$299K - $300K
|
11.7K
$301K
|
|
|
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
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 9.54% |
$340K - $342K
|
154K
$3.93M
|
|
|
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
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.19K+ 9.23% |
$158K - $159K
|
73.3K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-156- 1.65% |
$3.97K - $3.99K
|
9.31K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-460- 3.07% |
$11.7K - $11.8K
|
14.5K
$372K
|
|
|
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
$9.42K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
16.3K+ 9.88% |
$416K - $418K
|
182K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
8.83KNew |
$225K - $226K
|
8.83K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.54K+ 3.51% |
$64.7K - $65.1K
|
75K
$1.92M
|