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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-321K- 86.81% |
$8.16M - $8.21M
|
48.7K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-268K- 91.84% |
$6.82M - $6.86M
|
23.8K
$608K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-185K- 28.27% |
$4.7M - $4.73M
|
469K
$12M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-162K- 50.54% |
$4.12M - $4.14M
|
158K
$4.04M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-94.6K- 15.18% |
$2.41M - $2.42M
|
528K
$13.5M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-83.9K- 22.72% |
$2.13M - $2.15M
|
285K
$7.29M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-75.5K- 7.96% |
$1.92M - $1.93M
|
874K
$22.3M
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-31.7K- 71.79% |
$806K - $811K
|
12.5K
$318K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-23.3K- 3.27% |
$592K - $595K
|
688K
$17.6M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.5K- 3.04% |
$548K - $552K
|
688K
$17.6M
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-21.2K- 32.86% |
$540K - $543K
|
43.3K
$1.11M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.7K- 26.38% |
$297K - $299K
|
32.6K
$833K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.6K- 36.27% |
$296K - $298K
|
20.4K
$522K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 8.91% |
$285K - $287K
|
115K
$2.93M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11.1K- 6.43% |
$283K - $285K
|
162K
$4.13M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.88K- 0.91% |
$201K - $202K
|
855K
$21.8M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.71K- 4.54% |
$196K - $197K
|
162K
$4.14M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.33K- 0.85% |
$186K - $188K
|
859K
$21.9M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.47K- 1.84% |
$165K - $166K
|
345K
$8.8M
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.35K- 37.26% |
$162K - $163K
|
10.7K
$273K
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.57K- 15.81% |
$142K - $143K
|
29.7K
$757K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.6K- 15.18% |
$117K - $118K
|
25.7K
$656K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.48K- 18.0% |
$114K - $115K
|
20.4K
$521K
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-4.25K- 9.62% |
$108K - $109K
|
39.9K
$1.02M
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.96K- 5.75% |
$101K - $101K
|
64.9K
$1.66M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.86K- 81.37% |
$98.1K - $98.7K
|
883
$22.6K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.22K- 5.69% |
$81.9K - $82.4K
|
53.4K
$1.36M
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3.01K- 24.84% |
$76.5K - $77K
|
9.09K
$232K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.99K- 4.89% |
$76.2K - $76.6K
|
58.2K
$1.49M
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.82K- 16.68% |
$71.8K - $72.2K
|
14.1K
$360K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.77K- 8.27% |
$70.5K - $70.9K
|
30.7K
$785K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.59K- 0.96% |
$66K - $66.4K
|
269K
$6.86M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.43K- 6.0% |
$61.8K - $62.2K
|
38.1K
$972K
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.4K- 19.35% |
$61.1K - $61.4K
|
10K
$255K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.93K- 5.86% |
$49.1K - $49.4K
|
31K
$791K
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-1.54K- 10.25% |
$39.1K - $39.4K
|
13.5K
$344K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 8.69% |
$28K - $28.2K
|
11.6K
$295K
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.06K- 6.44% |
$27K - $27.1K
|
15.4K
$393K
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-963- 2.07% |
$24.5K - $24.7K
|
45.7K
$1.17M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-951- 6.32% |
$24.2K - $24.3K
|
14.1K
$360K
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-750- 20.52% |
$19.1K - $19.2K
|
2.91K
$74.2K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-641- 9.95% |
$16.3K - $16.4K
|
5.8K
$148K
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-600- 6.9% |
$15.3K - $15.4K
|
8.09K
$207K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-502- 1.19% |
$12.8K - $12.9K
|
41.8K
$1.07M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-482- 4.11% |
$12.3K - $12.3K
|
11.3K
$288K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-460- 3.07% |
$11.7K - $11.8K
|
14.5K
$371K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-459- 0.78% |
$11.7K - $11.8K
|
58.7K
$1.5M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-389- 5.36% |
$9.9K - $9.96K
|
6.87K
$176K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-192- 0.97% |
$4.89K - $4.92K
|
19.6K
$500K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-156- 1.65% |
$3.97K - $3.99K
|
9.31K
$238K
|