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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
2.99K+ 6.27% |
$76.6K - $77K
|
50.7K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.83K+ 24.52% |
$72.5K - $72.9K
|
14.4K
$369K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.22K+ 11.89% |
$56.9K - $57.2K
|
20.9K
$536K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 1.19% |
$55.2K - $55.5K
|
184K
$4.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.01K+ 3.16% |
$51.4K - $51.7K
|
65.7K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 3.44% |
$36.7K - $36.9K
|
43.2K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.4K+ 17.5% |
$35.8K - $36K
|
9.4K
$241K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.38K+ 5.12% |
$35.2K - $35.4K
|
28.3K
$724K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.28K+ 2.67% |
$32.7K - $32.8K
|
49K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23K+ 11.83% |
$31.5K - $31.7K
|
11.6K
$298K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.18K+ 2.64% |
$30.1K - $30.3K
|
45.8K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.17K+ 5.72% |
$29.8K - $30K
|
21.5K
$552K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
975+ 1.0% |
$24.9K - $25.1K
|
98.8K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
973+ 1.54% |
$24.9K - $25K
|
64.3K
$1.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
882+ 6.24% |
$22.6K - $22.7K
|
15K
$384K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
819+ 9.57% |
$21K - $21.1K
|
9.37K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
780+ 9.83% |
$20K - $20.1K
|
8.72K
$223K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
716New |
$18.3K - $18.4K
|
716
$18.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
713+ 4.71% |
$18.2K - $18.3K
|
15.8K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
686+ 1.52% |
$17.5K - $17.6K
|
45.7K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
650+ 6.77% |
$16.6K - $16.7K
|
10.2K
$262K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
600+ 1.02% |
$15.3K - $15.4K
|
59.4K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
550+ 2.31% |
$14.1K - $14.1K
|
24.3K
$623K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
501+ 5.04% |
$12.8K - $12.9K
|
10.5K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
390+ 0.41% |
$9.98K - $10K
|
95.7K
$2.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
253+ 1.64% |
$6.47K - $6.51K
|
15.7K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
251+ 0.6% |
$6.42K - $6.46K
|
42.3K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
234+ 1.56% |
$5.99K - $6.02K
|
15.3K
$391K
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
200+ 2.4% |
$5.12K - $5.14K
|
8.52K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
100+ 1.22% |
$2.56K - $2.57K
|
8.3K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
88+ 0.9% |
$2.25K - $2.26K
|
9.83K
$252K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
49+ 0.16% |
$1.25K - $1.26K
|
29.8K
$762K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
33+ 0.41% |
$844 - $849
|
8.17K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
19New |
$486 - $489
|
19
$487
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.03% |
$460 - $463
|
68.6K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17+ 0.02% |
$435 - $437
|
73.3K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.62% |
$307 - $309
|
1.95K
$49.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.09% |
$153 - $154
|
6.46K
$165K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
2+ 0.01% |
$51.2 - $51.4
|
18.4K
$471K
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.7KNew |
$449K - $454K
|
17.7K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.5KNew |
$291K - $294K
|
11.5K
$294K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.2KNew |
$259K - $262K
|
10.2K
$262K
|
|
|
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
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.38KNew |
$212K - $215K
|
8.38K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
895New |
$22.7K - $22.9K
|
895
$22.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
577+ 3.65% |
$14.6K - $14.8K
|
16.4K
$420K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
394+ 6.26% |
$9.98K - $10.1K
|
6.69K
$171K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
274+ 2.52% |
$6.94K - $7.02K
|
11.1K
$285K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
29New |
$734 - $743
|
29
$743
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|