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 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.67K+ 2.75% |
$194K - $197K
|
286K
$7.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.03K+ 5.87% |
$152K - $155K
|
109K
$2.79M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.7% |
$25.2 - $25.3
|
144
$3.69K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.86KNew |
$46.7K - $47K
|
1.86K
$47.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.28K- 5.52% |
$57.3K - $57.7K
|
39K
$998K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
7.92KNew |
$199K - $201K
|
7.92K
$203K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.18K- 37.89% |
$130K - $131K
|
8.5K
$218K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06KNew |
$51.8K - $52.2K
|
2.06K
$52.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.99KNew |
$226K - $228K
|
8.99K
$230K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-65.3K- 74.02% |
$1.64M - $1.65M
|
22.9K
$587K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 0.54% |
$780 - $785
|
5.73K
$147K
|
|
| Q1 2024 | |||||||
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$7.61K - $7.66K
|
300
$7.68K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
63+ 0.67% |
$1.6K - $1.61K
|
9.45K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31.7KNew |
$804K - $809K
|
31.7K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
72New |
$1.83K - $1.84K
|
72
$1.84K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.2KNew |
$539K - $542K
|
21.2K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.45K+ 46.76% |
$189K - $190K
|
23.4K
$599K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.39KNew |
$187K - $189K
|
7.39K
$189K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
27.5K+ 3.95% |
$698K - $703K
|
724K
$18.5M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-770- 8.4% |
$19.5K - $19.7K
|
8.4K
$215K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.04KNew |
$204K - $205K
|
8.04K
$206K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
31.2K+ 204.95% |
$792K - $797K
|
46.5K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.82K- 10.47% |
$96.8K - $97.5K
|
32.6K
$836K
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
136KNew |
$3.44M - $3.46M
|
136K
$3.48M
|
|
| Q4 2023 | |||||||
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-13KClosed |
$320K - $331K
|
0
$0
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.75K- 54.26% |
$43.2K - $44.7K
|
1.48K
$37.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
760New |
$18.8K - $19.4K
|
760
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.3K- 80.1% |
$1.09M - $1.13M
|
11K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10KNew |
$247K - $255K
|
10K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.47KNew |
$209K - $216K
|
8.47K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.38% |
$173 - $179
|
1.85K
$47.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$269K - $278K
|
10.9K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
800+ 6.84% |
$19.8K - $20.4K
|
12.5K
$320K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$198K - $204K
|
8K
$205K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.76K+ 18.18% |
$118K - $121K
|
30.9K
$792K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
802New |
$19.8K - $20.5K
|
802
$20.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$198K - $204K
|
8K
$205K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1K+ 3.09% |
$24.8K - $25.3K
|
33.4K
$856K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.3KNew |
$106K - $108K
|
4.3K
$110K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1KNew |
$24.8K - $25.3K
|
1K
$25.6K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.9K- 4.39% |
$97.3K - $99.9K
|
84.8K
$2.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
130+ 3.83% |
$3.24K - $3.33K
|
3.52K
$90.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
11.7KNew |
$291K - $299K
|
11.7K
$298K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$65.7K - $67.5K
|
2.63K
$67.4K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-228- 1.64% |
$5.7K - $5.85K
|
13.6K
$349K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$1.45K - $1.49K
|
58
$1.49K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.4KNew |
$230K - $238K
|
9.4K
$241K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.26KNew |
$55.4K - $57.3K
|
2.26K
$57.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.74K- 31.14% |
$165K - $171K
|
14.9K
$382K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
27.3KNew |
$669K - $691K
|
27.3K
$699K
|
|