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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.8K+ 14.73% |
$1.27M - $1.27M
|
388K
$9.93M
|
|
|
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
|
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
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6.29KNew |
$160K - $161K
|
6.29K
$161K
|
|
|
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
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30+ 0.07% |
$764 - $768
|
44.3K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9K+ 3.5% |
$229K - $230K
|
266K
$6.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 4.68% |
$2.32K - $2.33K
|
2.03K
$52.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.04K+ 12.93% |
$26.4K - $26.5K
|
9.06K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.4K- 19.35% |
$61.1K - $61.4K
|
10K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-75.5K- 7.96% |
$1.92M - $1.93M
|
874K
$22.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
922+ 13.86% |
$23.5K - $23.6K
|
7.57K
$194K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
1.08K+ 128.33% |
$27.4K - $27.6K
|
1.92K
$49.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.47KNew |
$216K - $217K
|
8.47K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15.7K+ 133.1% |
$399K - $401K
|
27.5K
$703K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
981+ 9.33% |
$25K - $25.1K
|
11.5K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17- 0.13% |
$433 - $435
|
13.2K
$339K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.41K+ 0.44% |
$36K - $36.2K
|
325K
$8.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
11.1K+ 32.51% |
$281K - $283K
|
45.1K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3.01K- 24.84% |
$76.5K - $77K
|
9.09K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-21.2K- 32.86% |
$540K - $543K
|
43.3K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
302+ 2.1% |
$7.69K - $7.73K
|
14.7K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-31.7K- 71.79% |
$806K - $811K
|
12.5K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.69K+ 31.28% |
$93.9K - $94.5K
|
15.5K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.93K- 5.86% |
$49.1K - $49.4K
|
31K
$793K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
5.8K+ 11.36% |
$148K - $148K
|
56.9K
$1.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.71K- 4.54% |
$196K - $197K
|
162K
$4.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-459- 0.78% |
$11.7K - $11.8K
|
58.7K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-750- 20.52% |
$19.1K - $19.2K
|
2.91K
$74.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.8K+ 127.54% |
$224K - $225K
|
15.7K
$402K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
788+ 4.22% |
$20.1K - $20.2K
|
19.4K
$498K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.8K+ 81.38% |
$173K - $174K
|
15.2K
$388K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
496+ 15.7% |
$12.6K - $12.7K
|
3.66K
$93.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-641- 9.95% |
$16.3K - $16.4K
|
5.8K
$149K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.6K+ 11.0% |
$320K - $323K
|
127K
$3.26M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.54K+ 6.69% |
$64.6K - $65.2K
|
40.6K
$1.04M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.25K- 2.41% |
$184K - $186K
|
294K
$7.53M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$25.4 - $25.6
|
15.7K
$403K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.96KNew |
$253K - $255K
|
9.96K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-5.63K- 28.18% |
$143K - $144K
|
14.3K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.6KNew |
$244K - $246K
|
9.6K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15.2KNew |
$385K - $388K
|
15.2K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
37New |
$940 - $948
|
37
$948
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
19.2KNew |
$488K - $493K
|
19.2K
$492K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
875+ 1.8% |
$22.2K - $22.4K
|
49.5K
$1.27M
|
|