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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
683+ 4.22% |
$17.1K - $17.3K
|
16.9K
$426K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
20.5K+ 36.42% |
$515K - $520K
|
76.9K
$1.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.95KNew |
$99.1K - $100K
|
3.95K
$99.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
74.9K+ 25.18% |
$1.88M - $1.9M
|
372K
$9.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.44K+ 12.65% |
$86.4K - $87.2K
|
30.7K
$774K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.96K+ 40.22% |
$99.3K - $100K
|
13.8K
$348K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.48K+ 4.93% |
$163K - $164K
|
138K
$3.48M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-182- 0.63% |
$4.57K - $4.61K
|
28.9K
$731K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.5K- 60.6% |
$363K - $366K
|
9.4K
$237K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-268- 0.66% |
$6.73K - $6.79K
|
40.6K
$1.02M
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
21.8KNew |
$547K - $554K
|
21.8K
$551K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.98K+ 25.02% |
$99.8K - $101K
|
19.9K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172K+ 10.61% |
$4.3M - $4.36M
|
1.79M
$45.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.27K+ 7.54% |
$82.1K - $83.2K
|
46.7K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
62.5K+ 55.89% |
$1.57M - $1.59M
|
174K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
29.4K+ 61.43% |
$738K - $748K
|
77.3K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.49K+ 4.91% |
$37.3K - $37.8K
|
31.7K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.71K+ 16.41% |
$143K - $145K
|
40.5K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
91.7K+ 182.27% |
$2.3M - $2.33M
|
142K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.9K+ 4.0% |
$97.8K - $99.2K
|
102K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.8K+ 11.93% |
$847K - $858K
|
317K
$8M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
16.2KNew |
$406K - $412K
|
16.2K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
43.2KNew |
$1.08M - $1.1M
|
43.2K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.5K- 52.29% |
$890K - $903K
|
32.4K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$335K - $340K
|
13.4K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-52.1K- 11.24% |
$1.31M - $1.32M
|
411K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-135K- 14.08% |
$3.38M - $3.43M
|
823K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61.5K- 10.32% |
$1.54M - $1.56M
|
535K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.51K- 5.85% |
$37.8K - $38.3K
|
24.3K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-500- 4.76% |
$12.5K - $12.7K
|
10K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
63+ 0.2% |
$1.58K - $1.6K
|
32.1K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-111- 1.61% |
$2.78K - $2.82K
|
6.79K
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.41K+ 1.97% |
$35.4K - $35.9K
|
73.2K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.8K- 0.49% |
$45.1K - $45.8K
|
369K
$9.31M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.44K+ 7.46% |
$162K - $164K
|
92.8K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.45K+ 64.7% |
$237K - $240K
|
24K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-876- 0.73% |
$22K - $22.3K
|
119K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.72K- 13.96% |
$68.2K - $69.2K
|
16.8K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11K+ 137.07% |
$277K - $281K
|
19.1K
$482K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
19.2K+ 6.69% |
$480K - $487K
|
305K
$7.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.5K+ 10.46% |
$2.19M - $2.22M
|
924K
$23.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.1K+ 2.52% |
$555K - $562K
|
900K
$22.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.12KNew |
$204K - $206K
|
8.12K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.85K+ 4.35% |
$46.5K - $47.1K
|
44.5K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
658+ 5.87% |
$16.5K - $16.7K
|
11.9K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56K+ 37.98% |
$1.41M - $1.42M
|
204K
$5.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.41K+ 6.59% |
$111K - $112K
|
71.3K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.01K+ 4.18% |
$226K - $229K
|
225K
$5.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
36.4KNew |
$912K - $925K
|
36.4K
$918K
|
|