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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-773- 6.57% |
$19.8K - $19.9K
|
11K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
26.9K+ 48.15% |
$689K - $693K
|
82.9K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
49+ 0.16% |
$1.25K - $1.26K
|
29.8K
$762K
|
|
|
Oct 27, 2025
Q3 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-1.32K- 3.43% |
$33.7K - $33.9K
|
37.1K
$950K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.18K+ 2.64% |
$30.1K - $30.3K
|
45.8K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.28K+ 2.67% |
$32.7K - $32.8K
|
49K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.49K- 3.73% |
$38.1K - $38.3K
|
38.5K
$986K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
975+ 1.0% |
$24.9K - $25.1K
|
98.8K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
19New |
$486 - $489
|
19
$487
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.01K+ 3.16% |
$51.4K - $51.7K
|
65.7K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
973+ 1.54% |
$24.9K - $25K
|
64.3K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6.3K+ 20.34% |
$161K - $162K
|
37.3K
$955K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-233- 0.05% |
$5.96K - $5.99K
|
474K
$12.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.5K+ 30.15% |
$346K - $347K
|
58.3K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.73K+ 4.49% |
$172K - $173K
|
156K
$4.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.03% |
$460 - $463
|
68.6K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-93- 0.68% |
$2.38K - $2.39K
|
13.6K
$347K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
234+ 1.56% |
$5.99K - $6.02K
|
15.3K
$391K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-4.75K- 8.6% |
$121K - $122K
|
50.4K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
15.6KNew |
$400K - $402K
|
15.6K
$400K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
21.7K+ 161.59% |
$554K - $557K
|
35.1K
$898K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.5K+ 113.08% |
$320K - $322K
|
23.6K
$604K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
88+ 0.9% |
$2.25K - $2.26K
|
9.83K
$252K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 1.19% |
$55.2K - $55.5K
|
184K
$4.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.88K- 1.21% |
$73.6K - $74K
|
234K
$6M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
220+ 0.16% |
$5.63K - $5.66K
|
134K
$3.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-9.88K- 9.33% |
$253K - $254K
|
96.1K
$2.46M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.38K+ 5.12% |
$35.2K - $35.4K
|
28.3K
$724K
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
42.4K+ 27.08% |
$1.08M - $1.09M
|
199K
$5.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
52.2K+ 12.66% |
$1.33M - $1.34M
|
464K
$11.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1K- 34.42% |
$25.6K - $25.7K
|
1.91K
$48.8K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-602- 0.63% |
$15.2K - $15.4K
|
95.2K
$2.44M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
29New |
$734 - $743
|
29
$743
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.5KNew |
$291K - $294K
|
11.5K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-47- 5.32% |
$1.19K - $1.2K
|
836
$21.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
274+ 2.52% |
$6.94K - $7.02K
|
11.1K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-91- 4.47% |
$2.3K - $2.33K
|
1.94K
$49.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.7KNew |
$449K - $454K
|
17.7K
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-634- 4.37% |
$16.1K - $16.2K
|
13.9K
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
394+ 6.26% |
$9.98K - $10.1K
|
6.69K
$171K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
895New |
$22.7K - $22.9K
|
895
$22.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.38KNew |
$212K - $215K
|
8.38K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.68K+ 19.55% |
$245K - $248K
|
59.2K
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-31.1K- 71.89% |
$789K - $798K
|
12.2K
$312K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 30.0% |
$152K - $154K
|
14K
$359K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-500- 3.25% |
$12.7K - $12.8K
|
14.9K
$382K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.2KNew |
$259K - $262K
|
10.2K
$262K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
577+ 3.65% |
$14.6K - $14.8K
|
16.4K
$420K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.01% |
$25.3 - $25.6
|
13.7K
$351K
|
|