Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-80.4K- 28.16% |
$2.03M - $2.06M
|
205K
$5.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-54.4K- 10.29% |
$1.38M - $1.39M
|
474K
$12.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-31.1K- 71.89% |
$789K - $798K
|
12.2K
$313K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-28.3K- 17.5% |
$717K - $726K
|
134K
$3.43M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.3K- 51.98% |
$642K - $649K
|
23.4K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.5K- 4.57% |
$543K - $550K
|
447K
$11.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-17.8K- 57.01% |
$450K - $455K
|
13.4K
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 4.25% |
$371K - $375K
|
330K
$8.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.3K- 9.03% |
$362K - $366K
|
144K
$3.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.96K- 22.48% |
$252K - $255K
|
34.4K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-9.74K- 15.0% |
$247K - $250K
|
55.2K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.21K- 36.77% |
$208K - $210K
|
14.1K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.89K- 16.99% |
$200K - $202K
|
38.5K
$991K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 30.0% |
$152K - $154K
|
14K
$360K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-6K- 9.69% |
$152K - $154K
|
55.9K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.29K- 25.92% |
$134K - $136K
|
15.1K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.52K- 8.47% |
$115K - $116K
|
48.9K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.86K- 2.51% |
$97.6K - $98.8K
|
150K
$3.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.53K- 7.3% |
$89.3K - $90.4K
|
44.8K
$1.15M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.62K- 3.47% |
$66.3K - $67.1K
|
72.8K
$1.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.33K- 16.5% |
$58.9K - $59.6K
|
11.8K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.69K- 8.31% |
$42.9K - $43.4K
|
18.7K
$480K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-910- 1.99% |
$23K - $23.3K
|
44.8K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-836- 1.72% |
$21.2K - $21.4K
|
47.8K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-650- 2.05% |
$16.5K - $16.7K
|
31.1K
$800K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-634- 4.37% |
$16.1K - $16.2K
|
13.9K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-602- 0.63% |
$15.2K - $15.4K
|
95.2K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-587- 0.78% |
$14.9K - $15K
|
74.5K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-500- 3.25% |
$12.7K - $12.8K
|
14.9K
$383K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-440- 3.12% |
$11.1K - $11.3K
|
13.7K
$351K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-439- 0.97% |
$11.1K - $11.3K
|
44.6K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-418- 6.08% |
$10.6K - $10.7K
|
6.46K
$166K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-393- 0.6% |
$9.95K - $10.1K
|
65.3K
$1.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-153- 0.6% |
$3.87K - $3.92K
|
25.5K
$657K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-139- 0.2% |
$3.52K - $3.56K
|
68.6K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-94- 0.22% |
$2.38K - $2.41K
|
41.7K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-91- 4.47% |
$2.3K - $2.33K
|
1.94K
$50K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-47- 5.32% |
$1.19K - $1.2K
|
836
$21.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.01% |
$25.3 - $25.6
|
13.7K
$352K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-268K- 91.84% |
$6.82M - $6.86M
|
23.8K
$612K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-62K- 96.66% |
$1.58M - $1.59M
|
2.14K
$55K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-31.7K- 71.79% |
$806K - $811K
|
12.5K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.35K- 37.26% |
$162K - $163K
|
10.7K
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3.01K- 24.84% |
$76.5K - $77K
|
9.09K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.4K- 19.35% |
$61.1K - $61.4K
|
10K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.93K- 5.86% |
$49.1K - $49.4K
|
31K
$797K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-1.54K- 10.25% |
$39.1K - $39.4K
|
13.5K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 8.69% |
$28K - $28.2K
|
11.6K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-750- 20.52% |
$19.1K - $19.2K
|
2.91K
$74.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-641- 9.95% |
$16.3K - $16.4K
|
5.8K
$149K
|
|