Latest Institutional Transactions on Ishares Tr Ibonds December 202 (IBMP)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds December 202 (IBMP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-53.4K- 7.99% |
$1.33M - $1.34M
|
615K
$15.4M
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
9.33K+ 30.14% |
$232K - $234K
|
40.3K
$1.01M
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.73KNew |
$68.6K - $69.2K
|
2.73K
$68.2K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
350New |
$8.81K - $8.89K
|
350
$8.76K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30KNew |
$755K - $762K
|
30K
$751K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
63+ 0.67% |
$1.59K - $1.6K
|
9.52K
$238K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-443- 57.98% |
$11.2K - $11.3K
|
321
$8.03K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 13.59% |
$373K - $376K
|
94.1K
$2.35M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.96K- 4.84% |
$125K - $126K
|
97.4K
$2.44M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
547+ 0.12% |
$13.8K - $13.9K
|
463K
$11.6M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.33K+ 114.82% |
$235K - $237K
|
17.5K
$437K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
217K+ 1296.22% |
$5.46M - $5.51M
|
234K
$5.85M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40.2K+ 4.68% |
$1.01M - $1.02M
|
899K
$22.5M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-131- 0.11% |
$3.3K - $3.33K
|
121K
$3.02M
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
570+ 1.25% |
$14.3K - $14.5K
|
46.2K
$1.16M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.99K- 20.37% |
$176K - $178K
|
27.3K
$683K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-184K- 92.02% |
$4.62M - $4.67M
|
15.9K
$398K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.8K+ 50.02% |
$675K - $681K
|
80.4K
$2.01M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.7KNew |
$1.25M - $1.26M
|
49.7K
$1.24M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.97K+ 13.05% |
$49.5K - $50K
|
17K
$426K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.29K+ 7.9% |
$32.5K - $32.8K
|
17.6K
$441K
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
8.79K+ 6.53% |
$221K - $223K
|
143K
$3.59M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.17K+ 3.53% |
$79.8K - $80.6K
|
93K
$2.33M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31KNew |
$780K - $788K
|
31K
$776K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.4K+ 255.72% |
$640K - $646K
|
35.4K
$885K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.9K+ 6.83% |
$2.21M - $2.23M
|
1.37M
$34.4M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.6K+ 5.44% |
$493K - $498K
|
380K
$9.51M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.83K+ 59.25% |
$197K - $199K
|
21K
$526K
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
27.7K+ 109.06% |
$696K - $703K
|
53K
$1.33M
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.94K- 10.22% |
$99.1K - $100K
|
34.6K
$866K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2KNew |
$508K - $513K
|
20.2K
$505K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.55KNew |
$215K - $217K
|
8.55K
$214K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 2569.63% |
$545K - $550K
|
22.5K
$563K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
20.4K+ 5.81% |
$514K - $519K
|
372K
$9.31M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.6K+ 3.1% |
$619K - $625K
|
817K
$20.4M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
167+ 1.8% |
$4.2K - $4.24K
|
9.46K
$237K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
25.8KNew |
$649K - $655K
|
25.8K
$645K
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
175+ 0.38% |
$4.4K - $4.45K
|
46.6K
$1.17M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
92.2KNew |
$2.32M - $2.34M
|
92.2K
$2.31M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.6K+ 8.65% |
$1.47M - $1.49M
|
736K
$18.4M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.9K+ 19.04% |
$779K - $786K
|
193K
$4.84M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 75.77% |
$316K - $319K
|
29.1K
$728K
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
22KNew |
$554K - $559K
|
22K
$550K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
459KNew |
$11.6M - $11.7M
|
459K
$11.5M
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.37K- 3.98% |
$110K - $111K
|
106K
$2.64M
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
560+ 3.72% |
$14.1K - $14.2K
|
15.6K
$391K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
395+ 1.02% |
$9.94K - $10K
|
39.1K
$979K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-98.2K- 12.56% |
$2.47M - $2.49M
|
683K
$17.1M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
51.7K+ 7.44% |
$1.3M - $1.31M
|
746K
$18.7M
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-140- 13.08% |
$3.52K - $3.56K
|
930
$23.3K
|