Latest Institutional Purchases of Ishares Tr Ibonds December 202 (IBMO)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds December 202 (IBMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
106KNew |
$2.68M - $2.72M
|
106K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
88.3K+ 10.28% |
$2.24M - $2.26M
|
947K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.8K+ 4.07% |
$1.95M - $1.97M
|
1.96M
$50.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
63.7KNew |
$1.61M - $1.63M
|
63.7K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
57.8K+ 17.75% |
$1.46M - $1.48M
|
383K
$9.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.9K+ 159.18% |
$1.29M - $1.3M
|
82.8K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
48.3K+ 30.66% |
$1.22M - $1.24M
|
206K
$5.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
47.3KNew |
$1.2M - $1.21M
|
47.3K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
46.4K+ 6.75% |
$1.18M - $1.19M
|
735K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.6K+ 8.01% |
$1.15M - $1.17M
|
615K
$15.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45.4K+ 12.4% |
$1.15M - $1.16M
|
412K
$10.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
43.8KNew |
$1.11M - $1.12M
|
43.8K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
37.2K+ 25.75% |
$942K - $953K
|
182K
$4.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.8K+ 13.02% |
$931K - $942K
|
319K
$8.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
28.4K+ 330.08% |
$718K - $727K
|
36.9K
$947K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
26.9KNew |
$681K - $690K
|
26.9K
$690K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.8K+ 3.13% |
$677K - $686K
|
882K
$22.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25.9K+ 60.12% |
$656K - $665K
|
69.1K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
24KNew |
$608K - $615K
|
24K
$615K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.6K+ 6.92% |
$471K - $477K
|
287K
$7.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.5K+ 119.31% |
$468K - $474K
|
34K
$870K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.7KNew |
$449K - $454K
|
17.7K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.1K+ 151.44% |
$432K - $437K
|
28.3K
$726K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15KNew |
$380K - $385K
|
15K
$385K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.6K+ 35.65% |
$294K - $298K
|
44.2K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.5KNew |
$291K - $294K
|
11.5K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.3K+ 3.47% |
$286K - $289K
|
337K
$8.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.7K+ 6.59% |
$270K - $274K
|
173K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
10.4K+ 23.23% |
$262K - $265K
|
54.9K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.2KNew |
$259K - $262K
|
10.2K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10K+ 2.03% |
$254K - $257K
|
503K
$12.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.68K+ 19.55% |
$245K - $248K
|
59.2K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.55KNew |
$217K - $219K
|
8.55K
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.38KNew |
$212K - $215K
|
8.38K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
8.32KNew |
$211K - $213K
|
8.32K
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.2KNew |
$208K - $210K
|
8.2K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
7.94KNew |
$201K - $203K
|
7.94K
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.82K+ 7.43% |
$198K - $201K
|
113K
$2.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
7.12K+ 3.92% |
$180K - $182K
|
189K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.99K+ 18.37% |
$177K - $179K
|
45K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.2K+ 12.65% |
$157K - $159K
|
55.2K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.09K+ 4.87% |
$154K - $156K
|
131K
$3.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.96K+ 10.88% |
$151K - $153K
|
60.7K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.77K+ 71.45% |
$146K - $148K
|
13.8K
$355K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.54K+ 13.88% |
$140K - $142K
|
45.4K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
5.3K+ 1.76% |
$134K - $136K
|
307K
$7.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.11K+ 8.77% |
$129K - $131K
|
63.4K
$1.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.87K+ 1.83% |
$123K - $125K
|
271K
$6.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.51K+ 0.52% |
$114K - $116K
|
878K
$22.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.24K+ 2.79% |
$107K - $109K
|
156K
$4.01M
|