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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.3K+ 50.77% |
$307K - $313K
|
36.6K
$943K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
5.76K+ 1.73% |
$143K - $146K
|
339K
$8.72M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.5K- 65.87% |
$560K - $572K
|
11.7K
$300K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.6K+ 5.83% |
$264K - $270K
|
193K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
144K+ 7.45% |
$3.57M - $3.65M
|
2.07M
$53.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3K- 26.21% |
$74.7K - $76.3K
|
8.46K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86.5K+ 80.61% |
$2.15M - $2.2M
|
194K
$4.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.84K+ 3.51% |
$95.6K - $97.6K
|
113K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.6K+ 3.23% |
$89.5K - $91.5K
|
115K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.9K+ 4.82% |
$520K - $531K
|
454K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.64K+ 2.27% |
$240K - $245K
|
435K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-29.2K- 8.03% |
$728K - $743K
|
335K
$8.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.89K+ 27.92% |
$147K - $150K
|
27K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-134K- 35.92% |
$3.34M - $3.41M
|
240K
$6.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-516- 2.53% |
$12.8K - $13.1K
|
19.8K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6K+ 45.82% |
$149K - $152K
|
19.1K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-5.42K- 6.02% |
$135K - $138K
|
84.5K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.2K+ 91.66% |
$1.4M - $1.43M
|
118K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.19K- 1.27% |
$29.7K - $30.3K
|
92.7K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49.2K+ 150.56% |
$1.22M - $1.25M
|
81.8K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
104K+ 13.85% |
$2.59M - $2.65M
|
857K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
14.5K+ 128.89% |
$361K - $368K
|
25.8K
$663K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.78K+ 22.31% |
$44.4K - $45.3K
|
9.78K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.9K+ 10.01% |
$420K - $429K
|
186K
$4.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.9K+ 12.72% |
$520K - $531K
|
185K
$4.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.2KNew |
$352K - $360K
|
14.2K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
75+ 0.32% |
$1.87K - $1.91K
|
23.5K
$604K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.67KNew |
$241K - $246K
|
9.67K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.11K+ 9.03% |
$102K - $104K
|
49.6K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
11.4KNew |
$283K - $289K
|
11.4K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.93K+ 33.51% |
$72.8K - $74.4K
|
11.7K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.97K+ 2.41% |
$49.1K - $50.1K
|
84K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-722- 7.38% |
$18K - $18.3K
|
9.07K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
26.3K+ 9.3% |
$653K - $667K
|
308K
$7.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.31K+ 2.44% |
$157K - $160K
|
265K
$6.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
680+ 5.64% |
$16.9K - $17.3K
|
12.7K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.03% |
$149 - $152
|
18.1K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.73KNew |
$217K - $222K
|
8.73K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.01% |
$24.9 - $25.4
|
12.5K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-47.1K- 6.72% |
$1.17M - $1.2M
|
654K
$16.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-78- 0.32% |
$1.94K - $1.98K
|
24.3K
$626K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-128- 86.49% |
$3.18K - $3.25K
|
20
$515
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
66+ 0.06% |
$1.64K - $1.68K
|
107K
$2.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
29.3K+ 3.39% |
$728K - $744K
|
892K
$23M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-644- 4.43% |
$16K - $16.4K
|
13.9K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13KNew |
$322K - $329K
|
13K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 42.15% |
$252K - $257K
|
34.1K
$878K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.43K+ 8.56% |
$35.6K - $36.4K
|
18.2K
$468K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.03KNew |
$200K - $204K
|
8.03K
$207K
|