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 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.06KNew |
$228K - $229K
|
9.06K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.01K+ 18.09% |
$227K - $228K
|
58.8K
$1.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.99KNew |
$226K - $228K
|
8.99K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.75K+ 3.88% |
$220K - $222K
|
234K
$5.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.25K+ 70.09% |
$208K - $209K
|
20K
$511K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
7.92KNew |
$199K - $201K
|
7.92K
$202K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.93K+ 13.6% |
$149K - $150K
|
49.5K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.27K+ 2.86% |
$133K - $134K
|
190K
$4.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.72K+ 6.19% |
$119K - $120K
|
81K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
4.38K+ 6.37% |
$110K - $111K
|
73.2K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.37K+ 7.81% |
$110K - $111K
|
60.3K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.12K+ 8.28% |
$104K - $104K
|
53.9K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.08K+ 15.31% |
$103K - $103K
|
30.7K
$783K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3.74K+ 41.82% |
$94.1K - $94.8K
|
12.7K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.19K+ 7.51% |
$80.2K - $80.7K
|
45.6K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.18K+ 22.39% |
$80.1K - $80.6K
|
17.4K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.18K+ 3.7% |
$80K - $80.6K
|
89K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.89K+ 14.65% |
$72.7K - $73.2K
|
22.6K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.52K+ 15.97% |
$63.4K - $63.8K
|
18.3K
$467K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.11K+ 12.18% |
$53K - $53.3K
|
19.4K
$495K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06KNew |
$51.8K - $52.2K
|
2.06K
$52.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.86KNew |
$46.7K - $47K
|
1.86K
$47.4K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.72K+ 2.48% |
$43.2K - $43.5K
|
70.9K
$1.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.57K+ 7.16% |
$39.4K - $39.6K
|
23.4K
$598K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.37K+ 6.96% |
$34.4K - $34.6K
|
21K
$536K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.1K+ 53.7% |
$27.8K - $28K
|
3.16K
$80.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
806+ 0.67% |
$20.3K - $20.4K
|
121K
$3.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
460+ 5.12% |
$11.6K - $11.7K
|
9.45K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
365New |
$9.18K - $9.25K
|
365
$9.31K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
205+ 0.1% |
$5.16K - $5.19K
|
196K
$5.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
187+ 27.66% |
$4.7K - $4.74K
|
863
$22K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
176+ 0.53% |
$4.43K - $4.46K
|
33.3K
$849K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
89+ 0.25% |
$2.24K - $2.25K
|
36.4K
$928K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
88+ 0.57% |
$2.21K - $2.23K
|
15.5K
$396K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
36+ 0.42% |
$906 - $912
|
8.66K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 0.54% |
$780 - $785
|
5.73K
$146K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
23+ 0.14% |
$579 - $583
|
16.9K
$432K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 0.41% |
$75.5 - $76
|
742
$18.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.56% |
$50.3 - $50.7
|
362
$9.24K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.7% |
$25.2 - $25.3
|
144
$3.67K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
136KNew |
$3.44M - $3.46M
|
136K
$3.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
69.5KNew |
$1.76M - $1.77M
|
69.5K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31.7KNew |
$804K - $809K
|
31.7K
$809K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
31.2K+ 204.95% |
$792K - $797K
|
46.5K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
27.5K+ 3.95% |
$698K - $703K
|
724K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.2KNew |
$539K - $542K
|
21.2K
$542K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3KNew |
$261K - $263K
|
10.3K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
8.41K+ 277.62% |
$213K - $215K
|
11.4K
$292K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.04KNew |
$204K - $205K
|
8.04K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.45K+ 46.76% |
$189K - $190K
|
23.4K
$597K
|
|