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 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
3.73K+ 4.01% |
$93.1K - $94.5K
|
96.6K
$2.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.61% |
$1.52K - $1.55K
|
10.1K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
960+ 7.21% |
$24K - $24.3K
|
14.3K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 28.57% |
$50K - $50.7K
|
5K
$127K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
423+ 0.73% |
$10.6K - $10.7K
|
58.1K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
27.3KNew |
$681K - $691K
|
27.3K
$690K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
119+ 0.39% |
$2.97K - $3.02K
|
30.8K
$778K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.57K+ 3.32% |
$114K - $116K
|
142K
$3.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
52.1K+ 13.99% |
$1.3M - $1.32M
|
424K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.22K- 0.9% |
$55.4K - $56.2K
|
244K
$6.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.5KNew |
$488K - $495K
|
19.5K
$494K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
404+ 0.05% |
$10.1K - $10.2K
|
754K
$19.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.01% |
$25 - $25.4
|
13.8K
$349K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16K+ 4.0% |
$28.9K - $29.3K
|
30.1K
$761K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
15.9KNew |
$397K - $403K
|
15.9K
$402K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.41K- 55.82% |
$35.2K - $35.7K
|
1.12K
$28.2K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-736- 1.81% |
$18.4K - $18.7K
|
39.8K
$1.01M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18K- 88.85% |
$452K - $456K
|
2.26K
$57.1K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6K- 11.42% |
$151K - $152K
|
46.5K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
13.3KNew |
$333K - $336K
|
13.3K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.3KNew |
$810K - $818K
|
32.3K
$817K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18K+ 10.34% |
$452K - $457K
|
192K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
165K+ 9.22% |
$4.14M - $4.18M
|
1.95M
$49.4M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.01K- 35.86% |
$151K - $152K
|
10.8K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.1K- 9.0% |
$1.21M - $1.22M
|
486K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
137K+ 96.25% |
$3.43M - $3.47M
|
279K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.66K+ 49.86% |
$167K - $169K
|
20K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11K+ 1.33% |
$275K - $278K
|
834K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.45K- 39.28% |
$237K - $239K
|
14.6K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.89K+ 1.86% |
$47.5K - $47.9K
|
103K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.9K+ 2.95% |
$273K - $275K
|
379K
$9.6M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.12K+ 16.29% |
$53.1K - $53.6K
|
15.1K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$384K - $387K
|
15.3K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-169K- 53.33% |
$4.24M - $4.28M
|
148K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-321K- 84.74% |
$8.05M - $8.13M
|
57.8K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.8K+ 7.27% |
$372K - $375K
|
218K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.46K+ 8.6% |
$36.7K - $37.1K
|
18.5K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.8K- 2.46% |
$45.2K - $45.6K
|
71.4K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
34+ 0.42% |
$853 - $862
|
8.15K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.44K- 14.18% |
$86.4K - $87.3K
|
20.8K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-8.68K- 41.94% |
$218K - $220K
|
12K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.2K+ 11.9% |
$231K - $233K
|
86.5K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-169K- 18.26% |
$4.23M - $4.28M
|
755K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.06K- 1.03% |
$227K - $230K
|
871K
$22M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.31K+ 18.53% |
$58K - $58.6K
|
14.8K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
43.6KNew |
$1.09M - $1.1M
|
43.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16K- 26.11% |
$401K - $404K
|
45.2K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.2K+ 18.55% |
$432K - $436K
|
110K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-27.5K- 6.6% |
$690K - $697K
|
389K
$9.84M
|
|