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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.55KNew |
$215K - $217K
|
8.55K
$215K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2KNew |
$508K - $513K
|
20.2K
$508K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.6K+ 5.44% |
$493K - $498K
|
380K
$9.56M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
20.4K+ 5.81% |
$514K - $519K
|
372K
$9.36M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.6K+ 3.1% |
$619K - $625K
|
817K
$20.5M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
167+ 1.8% |
$4.2K - $4.24K
|
9.46K
$238K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
25.8KNew |
$649K - $655K
|
25.8K
$648K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
92.2KNew |
$2.32M - $2.34M
|
92.2K
$2.32M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 2569.63% |
$545K - $550K
|
22.5K
$566K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.9K+ 19.04% |
$779K - $786K
|
193K
$4.87M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.6K+ 8.65% |
$1.47M - $1.49M
|
736K
$18.5M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 75.77% |
$316K - $319K
|
29.1K
$731K
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
22KNew |
$554K - $559K
|
22K
$553K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
459KNew |
$11.6M - $11.7M
|
459K
$11.6M
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.37K- 3.98% |
$110K - $111K
|
106K
$2.65M
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
560+ 3.72% |
$14.1K - $14.2K
|
15.6K
$393K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
395+ 1.02% |
$9.94K - $10K
|
39.1K
$984K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-98.2K- 12.56% |
$2.47M - $2.49M
|
683K
$17.2M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
51.7K+ 7.44% |
$1.3M - $1.31M
|
746K
$18.8M
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-140- 13.08% |
$3.52K - $3.56K
|
930
$23.4K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
17.8K+ 192.71% |
$447K - $452K
|
27K
$679K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.6K- 12.69% |
$40.2K - $40.6K
|
11K
$277K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.2K- 4.39% |
$785K - $792K
|
680K
$17.1M
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
30+ 0.09% |
$755 - $762
|
31.9K
$803K
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
38+ 0.29% |
$956 - $966
|
13.2K
$333K
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
13.1K+ 88.81% |
$330K - $333K
|
27.9K
$700K
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-329- 0.64% |
$8.28K - $8.36K
|
51.4K
$1.29M
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
42.3KNew |
$1.06M - $1.07M
|
42.3K
$1.06M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.48K+ 23.25% |
$188K - $190K
|
39.6K
$997K
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
22.1KNew |
$557K - $563K
|
22.1K
$557K
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
197+ 1.89% |
$4.96K - $5.01K
|
10.6K
$267K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
32.8K+ 322.39% |
$827K - $835K
|
43K
$1.08M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.6K+ 28.73% |
$90.6K - $91.5K
|
16.1K
$406K
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.71K- 4.42% |
$68.3K - $68.9K
|
58.6K
$1.47M
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
935+ 3.8% |
$23.5K - $23.8K
|
25.5K
$642K
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-67.1K- 21.83% |
$1.69M - $1.7M
|
240K
$6.04M
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-129- 1.31% |
$3.25K - $3.28K
|
9.7K
$244K
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-26.2K- 28.81% |
$658K - $665K
|
64.7K
$1.63M
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.83K+ 21.26% |
$147K - $148K
|
33.2K
$836K
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.69K- 5.38% |
$42.4K - $42.8K
|
29.6K
$745K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.59K+ 7.84% |
$65.2K - $65.8K
|
35.7K
$897K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28.5K+ 442.72% |
$718K - $724K
|
34.9K
$879K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 29.92% |
$318K - $321K
|
54.9K
$1.38M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
352+ 0.27% |
$8.86K - $8.94K
|
130K
$3.26M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
26.5K+ 37.74% |
$667K - $673K
|
96.7K
$2.43M
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.89K- 7.03% |
$72.7K - $73.4K
|
38.2K
$961K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.83K- 9.68% |
$121K - $123K
|
45K
$1.13M
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
160KNew |
$4.04M - $4.08M
|
160K
$4.03M
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$476K - $480K
|
18.9K
$475K
|