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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24.1K+ 193.13% |
$604K - $613K
|
36.6K
$923K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.7K+ 35.67% |
$795K - $806K
|
121K
$3.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.97K+ 4.37% |
$49.4K - $50K
|
47K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
89.1KNew |
$2.23M - $2.27M
|
89.1K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12K+ 3.69% |
$301K - $306K
|
337K
$8.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69.5K+ 8.57% |
$1.74M - $1.77M
|
880K
$22.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.4K+ 12.72% |
$236K - $239K
|
83.3K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.6K- 5.16% |
$516K - $524K
|
379K
$9.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.28K+ 4.73% |
$57.3K - $58.1K
|
50.5K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
962New |
$24.1K - $24.5K
|
962
$24.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
549+ 6.87% |
$13.8K - $14K
|
8.54K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.9K- 18.48% |
$448K - $455K
|
78.9K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-474- 0.44% |
$11.9K - $12.1K
|
108K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
18KNew |
$451K - $457K
|
18K
$454K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
972+ 3.25% |
$24.4K - $24.7K
|
30.9K
$780K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.13K- 7.85% |
$28.3K - $28.7K
|
13.2K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
175K+ 21.98% |
$4.38M - $4.44M
|
970K
$24.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.9K- 18.52% |
$348K - $353K
|
61.1K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.9KNew |
$47.6K - $48.3K
|
1.9K
$47.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
417KNew |
$10.4M - $10.6M
|
417K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20.7KNew |
$519K - $526K
|
20.7K
$523K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.3K+ 4.38% |
$32.5K - $32.9K
|
30.9K
$779K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.27K+ 19.6% |
$182K - $185K
|
44.3K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2KNew |
$50.1K - $50.8K
|
2K
$50.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-7.33K- 37.82% |
$184K - $186K
|
12.1K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
31.2K+ 4.58% |
$782K - $793K
|
712K
$18M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
21.6KNew |
$541K - $548K
|
21.6K
$545K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.33K+ 4.14% |
$33.4K - $33.8K
|
33.5K
$845K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
23.8K+ 194.57% |
$596K - $605K
|
36K
$909K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-72- 0.47% |
$1.81K - $1.83K
|
15.1K
$381K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-155- 0.96% |
$3.89K - $3.94K
|
16.1K
$405K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.8K- 3.27% |
$45.2K - $45.9K
|
53.3K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.48K+ 12.77% |
$37.1K - $37.6K
|
13.1K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.87K- 10.04% |
$72K - $73K
|
25.7K
$650K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
9.84KNew |
$247K - $250K
|
9.84K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
148New |
$3.71K - $3.76K
|
148
$3.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.49K- 6.14% |
$37.4K - $37.9K
|
22.8K
$576K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
594+ 7.0% |
$14.9K - $15.1K
|
9.09K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
16.4K+ 54.43% |
$411K - $417K
|
46.5K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-10.8K- 42.39% |
$272K - $275K
|
14.7K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.32KNew |
$58.2K - $59K
|
2.32K
$58.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
17K+ 37.74% |
$427K - $432K
|
62.1K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
108K+ 186.06% |
$2.7M - $2.74M
|
166K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
84.7K+ 1075.16% |
$2.12M - $2.15M
|
92.6K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.45K+ 2.77% |
$112K - $113K
|
165K
$4.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
878+ 1.86% |
$22K - $22.3K
|
48.1K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.61K+ 2.08% |
$65.5K - $66.4K
|
128K
$3.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23.3K+ 17.63% |
$585K - $593K
|
156K
$3.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.95KNew |
$250K - $253K
|
9.95K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 0.8% |
$150 - $153
|
756
$19.1K
|