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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
17K+ 37.84% |
$432K - $436K
|
61.9K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 15.31% |
$394K - $397K
|
117K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.9K+ 4.4% |
$353K - $356K
|
330K
$8.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.8K+ 24.01% |
$275K - $278K
|
56K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
9.78KNew |
$249K - $251K
|
9.78K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.68K+ 40.56% |
$246K - $248K
|
33.5K
$853K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.36KNew |
$212K - $214K
|
8.36K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.03KNew |
$204K - $206K
|
8.03K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.02KNew |
$204K - $205K
|
8.02K
$204K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.25K+ 0.97% |
$57.1K - $57.6K
|
234K
$5.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.37K+ 1.05% |
$34.8K - $35.2K
|
132K
$3.36M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.18K+ 1.59% |
$30.1K - $30.3K
|
75.5K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
514+ 0.76% |
$13.1K - $13.2K
|
67.8K
$1.73M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
102KNew |
$2.58M - $2.62M
|
102K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
76.4KNew |
$1.93M - $1.96M
|
76.4K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.7K+ 38.09% |
$1.71M - $1.74M
|
246K
$6.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
60K+ 58.48% |
$1.52M - $1.54M
|
163K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.5K+ 3.28% |
$1.25M - $1.27M
|
1.56M
$39.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
41.4K+ 4802.9% |
$1.05M - $1.06M
|
42.3K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.8K+ 4.61% |
$1.03M - $1.05M
|
925K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8K+ 178.24% |
$905K - $920K
|
56K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35.7K+ 18.86% |
$903K - $917K
|
225K
$5.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
35.6K+ 12.91% |
$900K - $914K
|
311K
$7.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.9K+ 14.9% |
$881K - $895K
|
269K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.4K+ 12.77% |
$843K - $856K
|
295K
$7.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
31.2K+ 4.69% |
$789K - $802K
|
697K
$17.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
31.2KNew |
$788K - $800K
|
31.2K
$793K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.7K+ 27.32% |
$701K - $712K
|
129K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.3K+ 23.56% |
$664K - $674K
|
138K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.1K+ 3.25% |
$635K - $645K
|
798K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.2K+ 72.87% |
$612K - $622K
|
57.5K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.2KNew |
$586K - $595K
|
23.2K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
22.4K+ 111.75% |
$565K - $574K
|
42.4K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
22.2K+ 3.04% |
$561K - $570K
|
752K
$19.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.5K+ 11.86% |
$443K - $450K
|
165K
$4.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7KNew |
$397K - $404K
|
15.7K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.1KNew |
$305K - $310K
|
12.1K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.7K+ 1.19% |
$296K - $300K
|
993K
$25.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.9K+ 5.57% |
$276K - $281K
|
207K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10KNew |
$254K - $258K
|
10K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.86K+ 1.8% |
$249K - $253K
|
558K
$14.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
9.86KNew |
$249K - $253K
|
9.86K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.52K+ 52.09% |
$241K - $244K
|
27.8K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9K+ 29.33% |
$227K - $231K
|
39.7K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.18KNew |
$207K - $210K
|
8.18K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.67K+ 2.75% |
$194K - $197K
|
286K
$7.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
7.1K+ 17.29% |
$179K - $182K
|
48.1K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.3K+ 13.81% |
$159K - $162K
|
51.9K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.25K+ 26.67% |
$158K - $160K
|
29.7K
$755K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.03K+ 5.87% |
$152K - $155K
|
109K
$2.77M
|
|