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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-321K- 84.74% |
$8.05M - $8.13M
|
57.8K
$1.45M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-169K- 53.33% |
$4.24M - $4.28M
|
148K
$3.72M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-169K- 18.26% |
$4.23M - $4.28M
|
755K
$19M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-73.4K- 11.68% |
$1.84M - $1.86M
|
555K
$14M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.1K- 9.0% |
$1.21M - $1.22M
|
486K
$12.3M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41K- 4.56% |
$1.03M - $1.04M
|
859K
$21.6M
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-31.4K- 58.99% |
$789K - $796K
|
21.9K
$551K
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-30.2K- 7.29% |
$759K - $766K
|
384K
$9.68M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-27.5K- 6.6% |
$690K - $697K
|
389K
$9.8M
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-16.6K- 29.95% |
$417K - $421K
|
38.8K
$978K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16K- 26.11% |
$401K - $404K
|
45.2K
$1.14M
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.5K- 60.6% |
$363K - $366K
|
9.4K
$237K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.9K- 35.22% |
$323K - $326K
|
23.7K
$597K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.8K- 1.8% |
$321K - $324K
|
699K
$17.6M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12K- 8.56% |
$301K - $304K
|
128K
$3.23M
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-9.95K- 46.17% |
$250K - $252K
|
11.6K
$292K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.45K- 39.28% |
$237K - $239K
|
14.6K
$368K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.06K- 1.03% |
$227K - $230K
|
871K
$21.9M
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-8.68K- 41.94% |
$218K - $220K
|
12K
$303K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.01K- 35.86% |
$151K - $152K
|
10.8K
$271K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.46K- 15.36% |
$112K - $113K
|
24.5K
$618K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.44K- 14.18% |
$86.4K - $87.3K
|
20.8K
$525K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.96K- 12.98% |
$74.3K - $75K
|
19.8K
$500K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.54K- 4.1% |
$63.8K - $64.4K
|
59.5K
$1.5M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.5K- 6.88% |
$62.8K - $63.4K
|
33.9K
$853K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.45K- 7.32% |
$61.5K - $62.1K
|
31K
$781K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.88K- 1.21% |
$47.2K - $47.6K
|
154K
$3.87M
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.8K- 2.46% |
$45.2K - $45.6K
|
71.4K
$1.8M
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.76K- 5.7% |
$44.2K - $44.6K
|
29.1K
$733K
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.07K- 6.64% |
$26.7K - $27K
|
15K
$377K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-957- 8.22% |
$24K - $24.3K
|
10.7K
$269K
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-946- 2.02% |
$23.7K - $24K
|
46K
$1.16M
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-589- 4.89% |
$14.8K - $14.9K
|
11.5K
$289K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-463- 3.07% |
$11.6K - $11.7K
|
14.6K
$369K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-430- 3.63% |
$10.8K - $10.9K
|
11.4K
$288K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-369- 0.09% |
$9.26K - $9.35K
|
411K
$10.4M
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-268- 0.66% |
$6.73K - $6.79K
|
40.6K
$1.02M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-243- 3.58% |
$6.1K - $6.16K
|
6.55K
$165K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-182- 0.63% |
$4.57K - $4.61K
|
28.9K
$728K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-102- 0.77% |
$2.56K - $2.58K
|
13.1K
$331K
|
|
Q4 2024 | |||||||
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-19.2K- 5.91% |
$482K - $488K
|
305K
$7.69M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-10.8K- 42.39% |
$272K - $275K
|
14.7K
$371K
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-7.33K- 37.82% |
$184K - $186K
|
12.1K
$304K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.87K- 10.04% |
$72K - $73K
|
25.7K
$648K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-500- 4.76% |
$12.5K - $12.7K
|
10K
$252K
|
|
Q3 2024 | |||||||
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-906- 31.02% |
$22.6K - $23.1K
|
2.02K
$50.8K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-664- 6.23% |
$16.5K - $16.9K
|
10K
$252K
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.5K- 91.21% |
$510K - $515K
|
1.98K
$49.8K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.93K- 14.1% |
$122K - $124K
|
30K
$756K
|
|
Q1 2024 | |||||||
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-443- 57.98% |
$11.2K - $11.3K
|
321
$8.09K
|