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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.99KNew |
$49.4K - $49.9K
|
1.99K
$50.5K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.98K+ 4.41% |
$49.3K - $49.8K
|
47K
$1.19M
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.89K+ 12.34% |
$46.8K - $47.3K
|
17.2K
$435K
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.59K+ 7.21% |
$39.4K - $39.8K
|
23.6K
$599K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.52K+ 1.17% |
$37.6K - $38K
|
131K
$3.33M
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
1.2K+ 4.46% |
$29.9K - $30.2K
|
28.2K
$716K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.08K+ 6.59% |
$26.7K - $27K
|
17.4K
$442K
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
959+ 2.74% |
$23.8K - $24.1K
|
35.9K
$911K
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
401+ 1.35% |
$9.96K - $10.1K
|
30K
$762K
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
276+ 0.59% |
$6.85K - $6.92K
|
46.9K
$1.19M
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
173New |
$4.3K - $4.34K
|
173
$4.39K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
169+ 0.5% |
$4.2K - $4.24K
|
33.7K
$855K
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
46+ 0.14% |
$1.14K - $1.15K
|
32K
$812K
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
39+ 0.25% |
$968 - $978
|
15.6K
$397K
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
38+ 0.27% |
$944 - $953
|
13.9K
$352K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
34+ 0.59% |
$844 - $853
|
5.76K
$146K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 0.54% |
$99.3 - $100
|
746
$18.9K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 2.08% |
$74.5 - $75.2
|
147
$3.73K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
160KNew |
$4.04M - $4.08M
|
160K
$4.07M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
51.7K+ 7.44% |
$1.3M - $1.31M
|
746K
$18.9M
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
42.3KNew |
$1.06M - $1.07M
|
42.3K
$1.07M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
32.8K+ 322.39% |
$827K - $835K
|
43K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31KNew |
$780K - $788K
|
31K
$787K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30KNew |
$755K - $762K
|
30K
$761K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.4K+ 255.72% |
$640K - $646K
|
35.4K
$898K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2KNew |
$508K - $513K
|
20.2K
$512K
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$476K - $480K
|
18.9K
$480K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.55KNew |
$215K - $217K
|
8.55K
$217K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.6K+ 28.73% |
$90.6K - $91.5K
|
16.1K
$409K
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.59K+ 7.84% |
$65.2K - $65.8K
|
35.7K
$905K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.97K+ 13.05% |
$49.5K - $50K
|
17K
$432K
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
935+ 3.8% |
$23.5K - $23.8K
|
25.5K
$648K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
547+ 0.12% |
$13.8K - $13.9K
|
463K
$11.7M
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
350New |
$8.81K - $8.89K
|
350
$8.88K
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
197+ 1.89% |
$4.96K - $5.01K
|
10.6K
$269K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
63+ 0.67% |
$1.59K - $1.6K
|
9.52K
$242K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.8K+ 210.88% |
$554K - $578K
|
33.5K
$851K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$267K - $278K
|
10.9K
$278K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.13KNew |
$198K - $207K
|
8.13K
$206K
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$195K - $203K
|
8K
$203K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.43K+ 17.98% |
$83.4K - $87.1K
|
22.5K
$570K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
906+ 44.96% |
$22.1K - $23K
|
2.92K
$74.1K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
812New |
$19.8K - $20.6K
|
812
$20.6K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.73% |
$219 - $229
|
1.25K
$31.7K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3+ 0.87% |
$73.1 - $76.3
|
349
$8.86K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
38.3KNew |
$938K - $964K
|
38.3K
$972K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$264K - $271K
|
10.8K
$273K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.34KNew |
$229K - $235K
|
9.34K
$237K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.31KNew |
$106K - $108K
|
4.31K
$109K
|