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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
57.9K+ 22.45% |
$1.46M - $1.49M
|
316K
$8.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
44.9KNew |
$1.13M - $1.15M
|
44.9K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
35.6K+ 12.91% |
$900K - $914K
|
311K
$7.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
31.2K+ 4.69% |
$789K - $802K
|
697K
$17.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
31.2KNew |
$788K - $800K
|
31.2K
$796K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.7K+ 27.32% |
$701K - $712K
|
129K
$3.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.5K+ 11.86% |
$443K - $450K
|
165K
$4.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7KNew |
$397K - $404K
|
15.7K
$402K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 11.63% |
$267K - $271K
|
101K
$2.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
9.86KNew |
$249K - $253K
|
9.86K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.67K+ 2.75% |
$194K - $197K
|
286K
$7.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
7.1K+ 17.29% |
$179K - $182K
|
48.1K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.03K+ 5.87% |
$152K - $155K
|
109K
$2.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
5.89K+ 9.75% |
$149K - $151K
|
66.4K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.82K+ 15.14% |
$147K - $149K
|
44.2K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.77K+ 23.24% |
$146K - $148K
|
30.6K
$781K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.12K+ 3.23% |
$104K - $106K
|
131K
$3.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.81K+ 41.97% |
$96.2K - $97.8K
|
12.9K
$329K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.63K+ 17.97% |
$91.8K - $93.2K
|
23.9K
$609K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.26K+ 2.56% |
$82.3K - $83.6K
|
131K
$3.34M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.22KNew |
$56.1K - $57K
|
2.22K
$56.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.18K+ 5.07% |
$55K - $55.9K
|
45.1K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
1.95K+ 3.83% |
$49.3K - $50.1K
|
52.9K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.11K+ 7.93% |
$27.9K - $28.4K
|
15K
$384K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
681+ 3.68% |
$17.2K - $17.5K
|
19.2K
$490K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
573+ 0.86% |
$14.5K - $14.7K
|
67.3K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
255+ 2.02% |
$6.44K - $6.54K
|
12.9K
$328K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
181+ 1.93% |
$4.57K - $4.64K
|
9.54K
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
44+ 0.13% |
$1.11K - $1.13K
|
35.2K
$897K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
13+ 0.14% |
$328 - $334
|
9.28K
$237K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
773KNew |
$19.5M - $19.6M
|
773K
$19.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 25.89% |
$4.48M - $4.51M
|
866K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.6K+ 5.78% |
$2.08M - $2.09M
|
1.51M
$38.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
70.9K+ 10.75% |
$1.78M - $1.8M
|
730K
$18.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
54KNew |
$1.36M - $1.37M
|
54K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.1K+ 87.65% |
$1.31M - $1.32M
|
112K
$2.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
32.9K+ 47.06% |
$827K - $832K
|
103K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.1K+ 3.16% |
$756K - $762K
|
981K
$25M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.8K+ 3.37% |
$725K - $730K
|
884K
$22.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27KNew |
$679K - $684K
|
27K
$689K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.5K+ 8.94% |
$540K - $543K
|
261K
$6.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.6K+ 7.42% |
$518K - $521K
|
298K
$7.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
20.2KNew |
$508K - $511K
|
20.2K
$515K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17.7K+ 15.03% |
$446K - $449K
|
136K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7KNew |
$444K - $447K
|
17.7K
$451K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.9K+ 9.84% |
$401K - $403K
|
178K
$4.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
14K+ 43.1% |
$352K - $355K
|
46.5K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12.8KNew |
$321K - $323K
|
12.8K
$325K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.1K+ 32.94% |
$253K - $255K
|
40.6K
$1.04M
|
|