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 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.05K+ 1.6% |
$51.6K - $52K
|
131K
$3.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-589- 4.89% |
$14.8K - $14.9K
|
11.5K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.59K+ 5.44% |
$39.8K - $40.2K
|
30.7K
$778K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.35KNew |
$235K - $237K
|
9.35K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-31.4K- 58.99% |
$789K - $796K
|
21.9K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.54K- 4.1% |
$63.8K - $64.4K
|
59.5K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
15.9KNew |
$399K - $403K
|
15.9K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.7KNew |
$67.8K - $68.4K
|
2.7K
$68.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.88K- 1.21% |
$47.2K - $47.6K
|
154K
$3.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
995+ 1.97% |
$25K - $25.2K
|
51.5K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12K- 8.56% |
$301K - $304K
|
128K
$3.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-30.2K- 7.29% |
$759K - $766K
|
384K
$9.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-9.95K- 46.17% |
$250K - $252K
|
11.6K
$294K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
25.6K+ 19.26% |
$643K - $650K
|
159K
$4.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.61K+ 4.97% |
$65.5K - $66.1K
|
55.1K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.95KNew |
$99.1K - $100K
|
3.95K
$99.9K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
683+ 4.22% |
$17.1K - $17.3K
|
16.9K
$427K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
20.5K+ 36.42% |
$515K - $520K
|
76.9K
$1.95M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.5K- 60.6% |
$363K - $366K
|
9.4K
$238K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.4K+ 13.03% |
$362K - $367K
|
125K
$3.17M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.83K+ 5.4% |
$45.9K - $46.5K
|
35.7K
$903K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-19.2K- 5.91% |
$482K - $488K
|
305K
$7.73M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
21.8KNew |
$547K - $554K
|
21.8K
$552K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.98K+ 25.02% |
$99.8K - $101K
|
19.9K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-500- 4.76% |
$12.5K - $12.7K
|
10K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.41K+ 6.59% |
$111K - $112K
|
71.3K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.4K+ 12.72% |
$236K - $239K
|
83.3K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.97K+ 4.37% |
$49.4K - $50K
|
47K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
18KNew |
$451K - $457K
|
18K
$455K
|
|
|
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 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-7.33K- 37.82% |
$184K - $186K
|
12.1K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
594+ 7.0% |
$14.9K - $15.1K
|
9.09K
$230K
|
|
|
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
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.87K- 10.04% |
$72K - $73K
|
25.7K
$651K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-10.8K- 42.39% |
$272K - $275K
|
14.7K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
84.7K+ 1075.16% |
$2.12M - $2.15M
|
92.6K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 0.8% |
$150 - $153
|
756
$19.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.8K+ 67.66% |
$295K - $299K
|
29.1K
$737K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
632+ 0.48% |
$15.7K - $16.1K
|
132K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
32.1KNew |
$800K - $818K
|
32.1K
$812K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-664- 6.23% |
$16.5K - $16.9K
|
10K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
702+ 1.0% |
$17.5K - $17.9K
|
71K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2KNew |
$304K - $311K
|
12.2K
$309K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.23KNew |
$55.6K - $56.8K
|
2.23K
$56.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.16% |
$648 - $662
|
16.2K
$409K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.59KNew |
$214K - $219K
|
8.59K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.95K+ 0.81% |
$73.5K - $75.1K
|
366K
$9.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.33K+ 9.01% |
$158K - $161K
|
76.5K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-906- 31.02% |
$22.6K - $23.1K
|
2.02K
$51K
|
|