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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.4K- 5.71% |
$568K - $573K
|
369K
$9.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.7K- 65.12% |
$373K - $376K
|
7.87K
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12K- 8.7% |
$305K - $307K
|
126K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.18K- 17.67% |
$233K - $235K
|
42.8K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-8.09K- 40.05% |
$205K - $207K
|
12.1K
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.85K- 1.24% |
$199K - $201K
|
623K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.53K- 27.85% |
$166K - $167K
|
16.9K
$432K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.73K- 9.84% |
$120K - $121K
|
43.4K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-4.23K- 33.36% |
$108K - $108K
|
8.45K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4K- 16.67% |
$102K - $102K
|
20K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.89K- 22.71% |
$98.9K - $99.7K
|
13.2K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.1K- 32.47% |
$78.7K - $79.4K
|
6.44K
$164K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.9K- 5.37% |
$73.7K - $74.3K
|
51.1K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.76K- 8.34% |
$70K - $70.6K
|
30.3K
$773K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.05K- 4.45% |
$52.2K - $52.6K
|
44.1K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.97K- 2.96% |
$49.9K - $50.3K
|
64.4K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.57K- 3.26% |
$39.9K - $40.2K
|
46.6K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-618- 0.44% |
$15.7K - $15.8K
|
141K
$3.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-578- 5.97% |
$14.7K - $14.8K
|
9.11K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-542- 2.82% |
$13.8K - $13.9K
|
18.7K
$476K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-471- 3.66% |
$12K - $12.1K
|
12.4K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-450- 4.85% |
$11.4K - $11.5K
|
8.83K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-440- 1.3% |
$11.2K - $11.3K
|
33.5K
$856K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-155- 0.93% |
$3.94K - $3.97K
|
16.5K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-28- 0.19% |
$711 - $717
|
15K
$382K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.9K- 6.92% |
$1.51M - $1.54M
|
806K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-56.5K- 99.92% |
$1.43M - $1.45M
|
46
$1.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-10.3K- 25.3% |
$259K - $264K
|
30.3K
$774K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.81K- 36.78% |
$197K - $200K
|
13.4K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.37K- 8.9% |
$136K - $138K
|
55K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.04K- 24.17% |
$127K - $129K
|
15.8K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4.64K- 19.34% |
$117K - $119K
|
19.3K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.46K- 28.7% |
$113K - $115K
|
11.1K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.35K- 26.39% |
$84.6K - $86K
|
9.34K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.03K- 26.48% |
$76.5K - $77.7K
|
8.41K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.74K- 3.75% |
$69.3K - $70.4K
|
70.5K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.7K- 22.2% |
$68.2K - $69.3K
|
9.47K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.65K- 11.71% |
$66.9K - $67.9K
|
20K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.55K- 2.91% |
$64.3K - $65.3K
|
85.1K
$2.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 91.7% |
$50.2K - $51K
|
180
$4.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.89K- 19.83% |
$47.8K - $48.6K
|
7.65K
$195K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.66K- 9.22% |
$41.9K - $42.6K
|
16.3K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.62K- 0.54% |
$40.9K - $41.6K
|
296K
$7.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.57K- 2.37% |
$39.6K - $40.3K
|
64.5K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-905- 8.88% |
$22.9K - $23.2K
|
9.28K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-661- 6.2% |
$16.7K - $17K
|
10K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-611- 0.12% |
$15.4K - $15.7K
|
491K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-43- 0.45% |
$1.09K - $1.1K
|
9.6K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 0.41% |
$202 - $205
|
1.94K
$49.6K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-65.3K- 74.02% |
$1.64M - $1.65M
|
22.9K
$585K
|
|