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 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.75K- 54.26% |
$43.2K - $44.7K
|
1.48K
$37.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
760New |
$18.8K - $19.4K
|
760
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.3K- 80.1% |
$1.09M - $1.13M
|
11K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10KNew |
$247K - $255K
|
10K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.38% |
$173 - $179
|
1.85K
$47.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.47KNew |
$209K - $216K
|
8.47K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-149- 55.39% |
$3.68K - $3.8K
|
120
$3.06K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
690New |
$17K - $17.6K
|
690
$17.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
800+ 6.84% |
$19.8K - $20.4K
|
12.5K
$319K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$269K - $278K
|
10.9K
$278K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
17.1KNew |
$423K - $437K
|
17.1K
$437K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$198K - $204K
|
8K
$204K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
802New |
$19.8K - $20.5K
|
802
$20.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.76K+ 18.18% |
$118K - $121K
|
30.9K
$789K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-267- 3.86% |
$6.6K - $6.81K
|
6.65K
$170K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.9K+ 175.28% |
$96.4K - $99.5K
|
6.13K
$156K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$198K - $204K
|
8K
$204K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.57K- 5.95% |
$63.5K - $65.6K
|
40.6K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
9.69KNew |
$239K - $247K
|
9.69K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-25.2K- 52.73% |
$622K - $642K
|
22.6K
$576K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1K+ 3.09% |
$24.8K - $25.3K
|
33.4K
$853K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
661+ 6.61% |
$16.4K - $16.7K
|
10.7K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.3KNew |
$106K - $108K
|
4.3K
$110K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.06KNew |
$224K - $229K
|
9.06K
$231K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1KNew |
$24.8K - $25.3K
|
1K
$25.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
60+ 0.32% |
$1.49K - $1.52K
|
18.9K
$482K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.9K- 4.39% |
$97.3K - $99.9K
|
84.8K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
130+ 3.83% |
$3.24K - $3.33K
|
3.52K
$89.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
11.7KNew |
$291K - $299K
|
11.7K
$297K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$65.7K - $67.5K
|
2.63K
$67.2K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-228- 1.64% |
$5.7K - $5.85K
|
13.6K
$348K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$1.45K - $1.49K
|
58
$1.48K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
47New |
$1.15K - $1.19K
|
47
$1.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.4KNew |
$230K - $238K
|
9.4K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.26KNew |
$55.4K - $57.3K
|
2.26K
$57.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
600New |
$14.7K - $15.2K
|
600
$15.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.74K- 31.14% |
$165K - $171K
|
14.9K
$380K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
39+ 0.4% |
$956 - $988
|
9.73K
$248K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
27.3KNew |
$669K - $691K
|
27.3K
$697K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-20.8K- 70.03% |
$510K - $527K
|
8.9K
$227K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
32.3KNew |
$791K - $817K
|
32.3K
$823K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
195New |
$4.78K - $4.94K
|
195
$4.98K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.24KNew |
$203K - $212K
|
8.24K
$210K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
161KNew |
$3.96M - $4.14M
|
161K
$4.1M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.77KNew |
$241K - $252K
|
9.77K
$249K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
225+ 2.44% |
$5.54K - $5.8K
|
9.46K
$241K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.65KNew |
$213K - $223K
|
8.65K
$221K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-965Closed |
$24K - $24.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3K- 22.73% |
$74.6K - $76.5K
|
10.2K
$260K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-555Closed |
$13.8K - $14.1K
|
0
$0
|
|