Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-57.9K- 8.34% |
$1.44M - $1.47M
|
636K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.7K- 5.8% |
$915K - $935K
|
596K
$15M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-21.5K- 28.12% |
$537K - $549K
|
55.1K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.6K- 20.74% |
$489K - $500K
|
75K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.2K- 3.9% |
$404K - $413K
|
399K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.53K- 4.42% |
$138K - $141K
|
119K
$3M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.26K- 4.01% |
$131K - $134K
|
126K
$3.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.2K- 29.83% |
$129K - $132K
|
12.2K
$307K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.12K- 29.81% |
$127K - $130K
|
12K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.54K- 28.84% |
$113K - $116K
|
11.2K
$282K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.05K- 14.28% |
$101K - $103K
|
24.3K
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.74K- 16.0% |
$68.3K - $69.8K
|
14.4K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.1K- 23.3% |
$52.2K - $53.4K
|
6.9K
$173K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.04K- 4.05% |
$50.8K - $51.9K
|
48.2K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.98K- 9.25% |
$49.2K - $50.3K
|
19.4K
$487K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.97K- 4.19% |
$49K - $50.1K
|
45K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.91K- 5.72% |
$47.6K - $48.6K
|
31.5K
$792K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.87K- 11.37% |
$46.7K - $47.7K
|
14.6K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.85K- 2.09% |
$46K - $47K
|
86.3K
$2.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.1K- 2.23% |
$27.5K - $28.1K
|
48.5K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-906- 31.02% |
$22.6K - $23.1K
|
2.02K
$50.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-898- 6.47% |
$22.4K - $22.9K
|
13K
$326K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-898- 6.72% |
$22.4K - $22.9K
|
12.5K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-664- 6.23% |
$16.5K - $16.9K
|
10K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-476- 3.04% |
$11.9K - $12.1K
|
15.2K
$381K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-475- 1.58% |
$11.8K - $12.1K
|
29.6K
$743K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.5K- 91.21% |
$510K - $515K
|
1.98K
$49.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-15.1K- 43.71% |
$376K - $379K
|
19.5K
$490K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.86K- 20.65% |
$170K - $172K
|
26.4K
$663K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.93K- 14.1% |
$122K - $124K
|
30K
$755K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-500- 4.55% |
$12.4K - $12.5K
|
10.5K
$264K
|
|
| Q1 2024 | |||||||
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-443- 57.98% |
$11.2K - $11.3K
|
321
$8.07K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-140- 13.08% |
$3.52K - $3.56K
|
930
$23.4K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-28.7K- 69.66% |
$700K - $731K
|
12.5K
$315K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.68K- 4.86% |
$65.2K - $68K
|
52.4K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2K- 16.69% |
$48.6K - $50.7K
|
9.96K
$250K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.25K- 45.87% |
$30.5K - $31.8K
|
1.48K
$37.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-267- 3.14% |
$6.5K - $6.79K
|
8.24K
$207K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.95K- 11.97% |
$123K - $127K
|
36.4K
$916K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-190- 2.26% |
$4.73K - $4.87K
|
8.2K
$206K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.41K- 23.73% |
$83.1K - $87.6K
|
10.9K
$275K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-34.2KClosed |
$845K - $871K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-12K- 55.03% |
$295K - $304K
|
9.77K
$246K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.3KClosed |
$254K - $262K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2K- 16.67% |
$49.4K - $50.8K
|
10K
$251K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-962Closed |
$23.7K - $24.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.78KClosed |
$197K - $210K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-5.94KClosed |
$151K - $160K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-9.7KClosed |
$261K - $262K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27Closed |
$725 - $730
|
0
$0
|
|