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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.12K+ 11.51% |
$105K - $105K
|
39.9K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.79K+ 8.47% |
$96.5K - $97.1K
|
48.6K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.69K+ 31.28% |
$93.9K - $94.5K
|
15.5K
$396K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.67K+ 8.58% |
$93.4K - $94K
|
46.4K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.58K+ 5.63% |
$65.6K - $65.9K
|
48.3K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.54K+ 3.51% |
$64.7K - $65.1K
|
75K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.6K+ 1.69% |
$40.6K - $40.8K
|
95.8K
$2.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.41K+ 0.44% |
$36K - $36.2K
|
325K
$8.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
1.08K+ 128.33% |
$27.4K - $27.6K
|
1.92K
$49.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 2.17% |
$26.5K - $26.6K
|
49K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.04K+ 12.93% |
$26.4K - $26.5K
|
9.06K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
981+ 9.33% |
$25K - $25.1K
|
11.5K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
922+ 13.86% |
$23.5K - $23.6K
|
7.57K
$194K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
788+ 4.22% |
$20.1K - $20.2K
|
19.4K
$497K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
496+ 15.7% |
$12.6K - $12.7K
|
3.66K
$93.5K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
481+ 1.11% |
$12.2K - $12.3K
|
43.9K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
302+ 2.1% |
$7.69K - $7.73K
|
14.7K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
230+ 1.34% |
$5.85K - $5.89K
|
17.4K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
163+ 0.39% |
$4.15K - $4.17K
|
41.8K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 4.68% |
$2.32K - $2.33K
|
2.03K
$52K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
47+ 0.59% |
$1.2K - $1.2K
|
8.08K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
40+ 0.4% |
$1.02K - $1.02K
|
10.2K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
32+ 0.4% |
$814 - $819
|
8.08K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30+ 0.07% |
$764 - $768
|
44.3K
$1.13M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10+ 0.11% |
$255 - $256
|
8.84K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.27% |
$25.5 - $25.6
|
368
$9.41K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
19.2KNew |
$488K - $493K
|
19.2K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
18.9K+ 24.74% |
$480K - $484K
|
95.3K
$2.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
17K+ 37.84% |
$432K - $436K
|
61.9K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15.2KNew |
$385K - $388K
|
15.2K
$388K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.6K+ 11.0% |
$320K - $323K
|
127K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
11.5KNew |
$292K - $294K
|
11.5K
$294K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.96KNew |
$253K - $255K
|
9.96K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.68K+ 40.56% |
$246K - $248K
|
33.5K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.6KNew |
$244K - $246K
|
9.6K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.92KNew |
$227K - $228K
|
8.92K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.65KNew |
$220K - $222K
|
8.65K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8KNew |
$203K - $205K
|
8K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.74K+ 11.43% |
$171K - $173K
|
65.7K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
5.87K+ 11.1% |
$149K - $150K
|
58.8K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.09K+ 4.01% |
$104K - $105K
|
106K
$2.71M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.54K+ 6.69% |
$64.6K - $65.2K
|
40.6K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
965New |
$24.5K - $24.7K
|
965
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
875+ 1.8% |
$22.2K - $22.4K
|
49.5K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
800+ 7.84% |
$20.3K - $20.5K
|
11K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
520+ 2.52% |
$13.2K - $13.3K
|
21.2K
$542K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
149New |
$3.78K - $3.82K
|
149
$3.81K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
51+ 0.59% |
$1.3K - $1.31K
|
8.74K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
37New |
$940 - $948
|
37
$946
|
|