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 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3.69K+ 11.81% |
$92.9K - $93.8K
|
34.9K
$879K
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
35.4K+ 46.86% |
$891K - $900K
|
111K
$2.79M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
45+ 0.19% |
$1.13K - $1.14K
|
24.1K
$606K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13.4KNew |
$326K - $340K
|
13.4K
$337K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.7% |
$24.4 - $25.4
|
144
$3.62K
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2K- 16.69% |
$48.6K - $50.7K
|
9.96K
$250K
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-358- 2.52% |
$8.72K - $9.1K
|
13.8K
$348K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.73% |
$219 - $229
|
1.25K
$31.4K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3+ 0.87% |
$73.1 - $76.3
|
349
$8.78K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
906+ 44.96% |
$22.1K - $23K
|
2.92K
$73.5K
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
130K+ 80.26% |
$3.16M - $3.29M
|
291K
$7.32M
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$267K - $278K
|
10.9K
$275K
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$195K - $203K
|
8K
$201K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-267- 3.14% |
$6.5K - $6.79K
|
8.24K
$207K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.8K+ 210.88% |
$554K - $578K
|
33.5K
$844K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
812New |
$19.8K - $20.6K
|
812
$20.4K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
733+ 5.35% |
$17.9K - $18.6K
|
14.4K
$363K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.13KNew |
$198K - $207K
|
8.13K
$205K
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.68K- 4.86% |
$65.2K - $68K
|
52.4K
$1.32M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.43K+ 17.98% |
$83.4K - $87.1K
|
22.5K
$565K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.1K+ 19.17% |
$124K - $130K
|
31.7K
$798K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.5K+ 81.82% |
$110K - $113K
|
10K
$252K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.34KNew |
$229K - $235K
|
9.34K
$235K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
38.3KNew |
$938K - $964K
|
38.3K
$964K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$264K - $271K
|
10.8K
$271K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
332New |
$8.13K - $8.35K
|
332
$8.35K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.31KNew |
$106K - $108K
|
4.31K
$108K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
664+ 6.64% |
$16.3K - $16.7K
|
10.7K
$268K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4KNew |
$97.9K - $101K
|
4K
$101K
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
75+ 0.4% |
$1.84K - $1.89K
|
19K
$477K
|
|
Q2 2023 | |||||||
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1K+ 17.54% |
$24.8K - $25.6K
|
6.7K
$169K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-16- 1.6% |
$397 - $410
|
985
$24.8K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
24.4K+ 305.09% |
$606K - $625K
|
32.4K
$815K
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
742New |
$18.4K - $19K
|
742
$18.7K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$65.5K - $67.6K
|
2.64K
$66.4K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.95K- 11.97% |
$123K - $127K
|
36.4K
$916K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12KNew |
$299K - $308K
|
12K
$302K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
210+ 10.71% |
$5.23K - $5.39K
|
2.17K
$54.6K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-190- 2.26% |
$4.73K - $4.87K
|
8.2K
$206K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
740New |
$18K - $18.7K
|
740
$18.6K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
600New |
$14.6K - $15.1K
|
600
$15.1K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
25.9KNew |
$630K - $653K
|
25.9K
$651K
|
|
Q3 2022 | |||||||
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
21.8KNew |
$536K - $560K
|
21.8K
$548K
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
45.1KNew |
$1.11M - $1.16M
|
45.1K
$1.13M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.41K- 23.73% |
$83.9K - $87.6K
|
10.9K
$275K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
154KNew |
$3.79M - $3.96M
|
154K
$3.87M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
226+ 2.46% |
$5.56K - $5.81K
|
9.43K
$237K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
22.8KNew |
$561K - $586K
|
22.8K
$573K
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-962Closed |
$23.7K - $24.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2K- 16.67% |
$49.4K - $50.8K
|
10K
$252K
|