Latest Institutional Purchases of Ishares Tr Ibonds December 202 (IBMP)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds December 202 (IBMP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.96K+ 35.92% |
$74.3K - $75K
|
11.2K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.7KNew |
$67.8K - $68.4K
|
2.7K
$68.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.61K+ 4.97% |
$65.5K - $66.1K
|
55.1K
$1.39M
|
|
|
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
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.31K+ 18.53% |
$58K - $58.6K
|
14.8K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.21K+ 6.97% |
$55.5K - $56K
|
33.9K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.12K+ 16.29% |
$53.1K - $53.6K
|
15.1K
$382K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.05K+ 1.6% |
$51.6K - $52K
|
131K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.89K+ 1.86% |
$47.5K - $47.9K
|
103K
$2.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.86K+ 0.55% |
$46.6K - $47.1K
|
339K
$8.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.59K+ 5.44% |
$39.8K - $40.2K
|
30.7K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.46K+ 8.6% |
$36.7K - $37.1K
|
18.5K
$468K
|
|
|
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 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
|
Sandy Spring Bank
|
BUY
|
- |
1.13K+ 2.54% |
$28.4K - $28.7K
|
45.6K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
995+ 1.97% |
$25K - $25.2K
|
51.5K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
901+ 10.91% |
$22.6K - $22.8K
|
9.16K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
683+ 4.22% |
$17.1K - $17.3K
|
16.9K
$427K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
303+ 2.32% |
$7.61K - $7.68K
|
13.4K
$338K
|
|
|
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
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56+ 0.12% |
$1.41K - $1.42K
|
48.2K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.41% |
$1.03K - $1.04K
|
10K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
34+ 0.42% |
$853 - $862
|
8.15K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
33+ 0.1% |
$828 - $836
|
32.1K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
84.7K+ 1075.16% |
$2.12M - $2.15M
|
92.6K
$2.34M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
21.8KNew |
$547K - $554K
|
21.8K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
18KNew |
$451K - $457K
|
18K
$455K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.4K+ 13.03% |
$362K - $367K
|
125K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.8K+ 67.66% |
$295K - $299K
|
29.1K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.4K+ 12.72% |
$236K - $239K
|
83.3K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7KNew |
$176K - $178K
|
7K
$177K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.41K+ 6.59% |
$111K - $112K
|
71.3K
$1.8M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.98K+ 25.02% |
$99.8K - $101K
|
19.9K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.97K+ 4.37% |
$49.4K - $50K
|
47K
$1.19M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.83K+ 5.4% |
$45.9K - $46.5K
|
35.7K
$903K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
962New |
$24.1K - $24.5K
|
962
$24.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
594+ 7.0% |
$14.9K - $15.1K
|
9.09K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
549+ 6.87% |
$13.8K - $14K
|
8.54K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
148New |
$3.71K - $3.76K
|
148
$3.74K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 0.8% |
$150 - $153
|
756
$19.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
32.1KNew |
$800K - $818K
|
32.1K
$812K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2KNew |
$304K - $311K
|
12.2K
$309K
|
|
|
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 & Associates
St Petersburg, FL |
BUY
|
- |
6.33K+ 9.01% |
$158K - $161K
|
76.5K
$1.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$99.2K - $101K
|
3.98K
$101K
|
|
|
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 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.23KNew |
$55.6K - $56.8K
|
2.23K
$56.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
702+ 1.0% |
$17.5K - $17.9K
|
71K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
632+ 0.48% |
$15.7K - $16.1K
|
132K
$3.34M
|
|