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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.95K+ 30.57% |
$124K - $125K
|
21.1K
$535K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-369- 0.09% |
$9.26K - $9.35K
|
411K
$10.4M
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.61K+ 5.56% |
$65.4K - $66K
|
49.5K
$1.25M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.78K+ 8.25% |
$246K - $248K
|
128K
$3.25M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.21K+ 6.97% |
$55.5K - $56K
|
33.9K
$859K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-243- 3.58% |
$6.1K - $6.16K
|
6.55K
$166K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.99K+ 7.39% |
$75.1K - $75.8K
|
43.5K
$1.1M
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.13K+ 3.67% |
$28.4K - $28.7K
|
32K
$810K
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
5.15K+ 11.92% |
$129K - $131K
|
48.4K
$1.22M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.46K- 15.36% |
$112K - $113K
|
24.5K
$621K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.13K+ 2.54% |
$28.4K - $28.7K
|
45.6K
$1.15M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.9K- 35.22% |
$323K - $326K
|
23.7K
$599K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.96K- 12.98% |
$74.3K - $75K
|
19.8K
$502K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.9K+ 4.42% |
$1.08M - $1.09M
|
1.01M
$25.6M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.6K+ 17.92% |
$542K - $548K
|
142K
$3.6M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-430- 3.63% |
$10.8K - $10.9K
|
11.4K
$289K
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
19.8KNew |
$496K - $501K
|
19.8K
$500K
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
33+ 0.1% |
$828 - $836
|
32.1K
$813K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-957- 8.22% |
$24K - $24.3K
|
10.7K
$270K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-463- 3.07% |
$11.6K - $11.7K
|
14.6K
$370K
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13.6K+ 12.61% |
$342K - $346K
|
122K
$3.08M
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
11.7K+ 7.12% |
$295K - $297K
|
177K
$4.47M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.8K- 1.8% |
$321K - $324K
|
699K
$17.7M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3K+ 6.43% |
$75.3K - $76K
|
49.7K
$1.26M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
183K+ 81.47% |
$4.6M - $4.64M
|
408K
$10.3M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.61K+ 401.11% |
$191K - $193K
|
9.51K
$241K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.6K+ 34.57% |
$166K - $167K
|
25.7K
$650K
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.76K- 5.7% |
$44.2K - $44.6K
|
29.1K
$736K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.45K- 7.32% |
$61.5K - $62.1K
|
31K
$785K
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.07K- 6.64% |
$26.7K - $27K
|
15K
$379K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7.14KNew |
$179K - $181K
|
7.14K
$181K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.16K+ 8.76% |
$79.2K - $79.9K
|
39.2K
$991K
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.22K+ 2.76% |
$30.7K - $31K
|
45.6K
$1.15M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-73.4K- 11.68% |
$1.84M - $1.86M
|
555K
$14M
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-946- 2.02% |
$23.7K - $24K
|
46K
$1.16M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56+ 0.12% |
$1.41K - $1.42K
|
48.2K
$1.22M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
138+ 5.95% |
$3.46K - $3.5K
|
2.46K
$62.2K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.98K+ 5.42% |
$225K - $227K
|
175K
$4.42M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41K- 4.56% |
$1.03M - $1.04M
|
859K
$21.7M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
901+ 10.91% |
$22.6K - $22.8K
|
9.16K
$232K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.96K+ 35.92% |
$74.3K - $75K
|
11.2K
$283K
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.55KNew |
$215K - $217K
|
8.55K
$216K
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
3.87K+ 459.43% |
$97.2K - $98.1K
|
4.72K
$119K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
9.94KNew |
$249K - $252K
|
9.94K
$251K
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.96K+ 39.83% |
$99.5K - $100K
|
13.9K
$352K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-102- 0.77% |
$2.56K - $2.58K
|
13.1K
$333K
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.86K+ 0.55% |
$46.6K - $47.1K
|
339K
$8.58M
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
9.56K+ 20.56% |
$240K - $242K
|
56.1K
$1.42M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
303+ 2.32% |
$7.61K - $7.68K
|
13.4K
$338K
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-16.6K- 29.95% |
$417K - $421K
|
38.8K
$982K
|