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 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.39KNew |
$187K - $189K
|
7.39K
$189K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$7.61K - $7.66K
|
300
$7.66K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
282+ 0.63% |
$7.15K - $7.2K
|
45K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
72New |
$1.83K - $1.84K
|
72
$1.84K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
63+ 0.67% |
$1.6K - $1.61K
|
9.45K
$241K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
17.1KNew |
$423K - $437K
|
17.1K
$437K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$269K - $278K
|
10.9K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10KNew |
$247K - $255K
|
10K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
9.69KNew |
$239K - $247K
|
9.69K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.47KNew |
$209K - $216K
|
8.47K
$216K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$198K - $204K
|
8K
$204K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$198K - $204K
|
8K
$204K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.76K+ 18.18% |
$118K - $121K
|
30.9K
$789K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.9K+ 175.28% |
$96.4K - $99.5K
|
6.13K
$156K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
802New |
$19.8K - $20.5K
|
802
$20.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
800+ 6.84% |
$19.8K - $20.4K
|
12.5K
$319K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
760New |
$18.8K - $19.4K
|
760
$19.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
690New |
$17K - $17.6K
|
690
$17.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.38% |
$173 - $179
|
1.85K
$47.1K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.06KNew |
$224K - $229K
|
9.06K
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.3KNew |
$106K - $108K
|
4.3K
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1K+ 3.09% |
$24.8K - $25.3K
|
33.4K
$853K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1KNew |
$24.8K - $25.3K
|
1K
$25.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
661+ 6.61% |
$16.4K - $16.7K
|
10.7K
$272K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
60+ 0.32% |
$1.49K - $1.52K
|
18.9K
$482K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
11.7KNew |
$291K - $299K
|
11.7K
$297K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$65.7K - $67.5K
|
2.63K
$67.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
130+ 3.83% |
$3.24K - $3.33K
|
3.52K
$89.8K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$1.45K - $1.49K
|
58
$1.48K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
32.3KNew |
$791K - $817K
|
32.3K
$823K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
27.3KNew |
$669K - $691K
|
27.3K
$697K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.4KNew |
$230K - $238K
|
9.4K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.26KNew |
$55.4K - $57.3K
|
2.26K
$57.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
600New |
$14.7K - $15.2K
|
600
$15.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
195New |
$4.78K - $4.94K
|
195
$4.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
47New |
$1.15K - $1.19K
|
47
$1.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
39+ 0.4% |
$956 - $988
|
9.73K
$248K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
161KNew |
$3.96M - $4.14M
|
161K
$4.1M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.77KNew |
$241K - $252K
|
9.77K
$249K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.65KNew |
$213K - $223K
|
8.65K
$221K
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.24KNew |
$203K - $212K
|
8.24K
$210K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
225+ 2.44% |
$5.54K - $5.8K
|
9.46K
$241K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
440KNew |
$11M - $11.2M
|
440K
$11.2M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
195KNew |
$4.85M - $4.97M
|
195K
$4.98M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
9.14KNew |
$227K - $233K
|
9.14K
$233K
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
3.66KNew |
$92.9K - $98.2K
|
3.66K
$93.3K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
313New |
$7.96K - $8.41K
|
313
$7.99K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$272K - $273K
|
10.1K
$259K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$26.8 - $26.9
|
1
$25.5
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
12.8K+ 33.25% |
$323K - $343K
|
51.3K
$1.31M
|
|