Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
57.9K+ 22.45% |
$1.46M - $1.49M
|
316K
$8.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
44.9KNew |
$1.13M - $1.15M
|
44.9K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
35.6K+ 12.91% |
$900K - $914K
|
311K
$7.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
31.2K+ 4.69% |
$789K - $802K
|
697K
$17.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
31.2KNew |
$788K - $800K
|
31.2K
$796K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.7K+ 27.32% |
$701K - $712K
|
129K
$3.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.5K+ 11.86% |
$443K - $450K
|
165K
$4.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7KNew |
$397K - $404K
|
15.7K
$402K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 11.63% |
$267K - $271K
|
101K
$2.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
9.86KNew |
$249K - $253K
|
9.86K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.67K+ 2.75% |
$194K - $197K
|
286K
$7.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
7.1K+ 17.29% |
$179K - $182K
|
48.1K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.03K+ 5.87% |
$152K - $155K
|
109K
$2.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
5.89K+ 9.75% |
$149K - $151K
|
66.4K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.82K+ 15.14% |
$147K - $149K
|
44.2K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.77K+ 23.24% |
$146K - $148K
|
30.6K
$781K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.12K+ 3.23% |
$104K - $106K
|
131K
$3.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.81K+ 41.97% |
$96.2K - $97.8K
|
12.9K
$329K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.63K+ 17.97% |
$91.8K - $93.2K
|
23.9K
$609K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.26K+ 2.56% |
$82.3K - $83.6K
|
131K
$3.34M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.22KNew |
$56.1K - $57K
|
2.22K
$56.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.18K+ 5.07% |
$55K - $55.9K
|
45.1K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
1.95K+ 3.83% |
$49.3K - $50.1K
|
52.9K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.11K+ 7.93% |
$27.9K - $28.4K
|
15K
$384K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
681+ 3.68% |
$17.2K - $17.5K
|
19.2K
$490K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
573+ 0.86% |
$14.5K - $14.7K
|
67.3K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
255+ 2.02% |
$6.44K - $6.54K
|
12.9K
$328K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
181+ 1.93% |
$4.57K - $4.64K
|
9.54K
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
44+ 0.13% |
$1.11K - $1.13K
|
35.2K
$897K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
13+ 0.14% |
$328 - $334
|
9.28K
$237K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 0.41% |
$202 - $205
|
1.94K
$49.6K
|
|
|
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 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-475- 1.1% |
$12K - $12.2K
|
42.7K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-905- 8.88% |
$22.9K - $23.2K
|
9.28K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-935- 2.93% |
$23.6K - $24K
|
31K
$790K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 2.41% |
$30.1K - $30.6K
|
48.2K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.66K- 9.22% |
$41.9K - $42.6K
|
16.3K
$417K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 91.7% |
$50.2K - $51K
|
180
$4.59K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.1K- 3.46% |
$53K - $53.9K
|
58.6K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.37K- 8.18% |
$110K - $112K
|
49K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.04K- 24.17% |
$127K - $129K
|
15.8K
$404K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.3K- 17.86% |
$134K - $136K
|
24.4K
$622K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.81K- 36.78% |
$197K - $200K
|
13.4K
$343K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-11.8K- 4.83% |
$297K - $302K
|
232K
$5.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-56.7K- 8.25% |
$1.43M - $1.46M
|
631K
$16.1M
|