Latest Institutional Transactions on Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBMQ) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.51K- 0.82% |
$138K - $141K
|
663K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
966+ 3.25% |
$24.2K - $24.7K
|
30.7K
$776K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-62- 0.08% |
$1.55K - $1.59K
|
80.9K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30K- 50.5% |
$751K - $767K
|
29.4K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
955New |
$23.9K - $24.4K
|
955
$24.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-270- 2.66% |
$6.77K - $6.91K
|
9.89K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.9K+ 505.6% |
$47.5K - $48.5K
|
2.27K
$57.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
388KNew |
$9.73M - $9.93M
|
388K
$9.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4.16K+ 11.35% |
$104K - $106K
|
40.8K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
67.3K+ 10.57% |
$1.69M - $1.72M
|
704K
$17.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
7.61K+ 2258.46% |
$191K - $195K
|
7.95K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.76K+ 69.76% |
$69.2K - $70.7K
|
6.72K
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-7.39K- 44.69% |
$185K - $189K
|
9.14K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
21.5KNew |
$539K - $550K
|
21.5K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.16K+ 7.95% |
$54K - $55.1K
|
29.3K
$739K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 93.41% |
$357K - $364K
|
29.5K
$744K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
95New |
$2.38K - $2.43K
|
95
$2.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-32- 0.21% |
$802 - $819
|
15K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-155- 0.93% |
$3.88K - $3.97K
|
16.6K
$419K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.39K- 4.19% |
$59.9K - $61.2K
|
54.7K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.19K+ 11.21% |
$29.8K - $30.5K
|
11.8K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.91K- 19.8% |
$72.9K - $74.5K
|
11.8K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11.2KNew |
$279K - $285K
|
11.2K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
75New |
$1.88K - $1.92K
|
75
$1.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.99K- 8.21% |
$49.9K - $51K
|
22.3K
$562K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
24.1K+ 125.82% |
$604K - $617K
|
43.2K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
3.8K+ 34.55% |
$95.2K - $97.2K
|
14.8K
$374K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20New |
$501 - $512
|
20
$505
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.5K+ 208.45% |
$914K - $934K
|
54K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.46K+ 26.41% |
$137K - $140K
|
26.1K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
400New |
$10K - $10.2K
|
400
$10.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
129K+ 75.7% |
$3.23M - $3.3M
|
299K
$7.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.03K+ 21.37% |
$151K - $154K
|
34.2K
$864K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.1K+ 16.75% |
$529K - $540K
|
147K
$3.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
29.5K+ 223.68% |
$740K - $755K
|
42.7K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
29.9KNew |
$749K - $765K
|
29.9K
$755K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
930+ 0.78% |
$23.3K - $23.8K
|
120K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.56K- 4.79% |
$39.1K - $39.9K
|
31K
$783K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.36K- 7.55% |
$59.2K - $60.5K
|
28.9K
$731K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
88.4KNew |
$2.21M - $2.26M
|
88.4K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.17K- 0.54% |
$54.4K - $55.5K
|
397K
$10M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 8.74% |
$474K - $484K
|
235K
$5.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$238K - $243K
|
9.5K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.94K+ 13.45% |
$48.5K - $49.6K
|
16.3K
$412K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
9.78KNew |
$245K - $250K
|
9.78K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
531+ 1.95% |
$13.3K - $13.6K
|
27.8K
$701K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 28.11% |
$897K - $916K
|
163K
$4.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.54K- 1.19% |
$189K - $193K
|
627K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.36KNew |
$210K - $214K
|
8.36K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 26.42% |
$257K - $263K
|
49.1K
$1.24M
|