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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
5+ 0.04% |
$127 - $129
|
13.1K
$334K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.2K- 59.93% |
$30.5K - $31K
|
803
$20.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.73K- 8.7% |
$43.8K - $44.5K
|
18.1K
$462K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.1K+ 14.44% |
$308K - $313K
|
96.1K
$2.45M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
26.5KNew |
$673K - $684K
|
26.5K
$677K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14KNew |
$354K - $360K
|
14K
$356K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
40KNew |
$1.02M - $1.03M
|
40K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.19K- 19.25% |
$55.6K - $56.5K
|
9.19K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.92KNew |
$252K - $256K
|
9.92K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.7K+ 2.16% |
$1.13M - $1.15M
|
2.12M
$53.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.28K- 13.19% |
$32.3K - $32.9K
|
8.39K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.7K- 15.61% |
$448K - $456K
|
95.5K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.6K+ 10.01% |
$471K - $479K
|
204K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
46.5KNew |
$1.18M - $1.2M
|
46.5K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.03K+ 5.68% |
$26.2K - $26.6K
|
19.2K
$489K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55+ 0.15% |
$1.4K - $1.42K
|
36.7K
$935K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.53K+ 4.8% |
$140K - $143K
|
121K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
105K+ 56.45% |
$2.65M - $2.7M
|
290K
$7.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
179K+ 92.68% |
$4.54M - $4.61M
|
372K
$9.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
43.4K+ 5.07% |
$1.1M - $1.12M
|
900K
$23M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18K+ 4.14% |
$457K - $464K
|
453K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
9.11K+ 23.23% |
$231K - $235K
|
48.3K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.52K+ 18.94% |
$38.6K - $39.2K
|
9.55K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-72.1K- 30.06% |
$1.83M - $1.86M
|
168K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-40.8K- 48.33% |
$1.04M - $1.05M
|
43.7K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.6KNew |
$447K - $455K
|
17.6K
$450K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.3KNew |
$566K - $576K
|
22.3K
$569K
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
10.5KNew |
$267K - $271K
|
10.5K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.72K+ 66.84% |
$246K - $251K
|
24.3K
$618K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
223+ 0.24% |
$5.66K - $5.75K
|
93K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12K+ 11.17% |
$304K - $309K
|
119K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
239+ 0.7% |
$6.06K - $6.16K
|
34.3K
$876K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
12.2K+ 3.65% |
$311K - $316K
|
347K
$8.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
79.6K+ 17.53% |
$2.02M - $2.05M
|
534K
$13.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.2K+ 252.24% |
$640K - $651K
|
35.2K
$898K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2.46K+ 0.64% |
$62.5K - $63.5K
|
385K
$9.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.42K+ 14.16% |
$112K - $114K
|
35.6K
$909K
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-434- 2.04% |
$11K - $11.2K
|
20.9K
$532K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.97K- 52.26% |
$253K - $257K
|
9.11K
$232K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
846+ 14.37% |
$21.5K - $21.8K
|
6.74K
$172K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.82KNew |
$198K - $202K
|
7.82K
$199K
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.55K+ 13.79% |
$90.1K - $91.6K
|
29.3K
$747K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
101K+ 430.32% |
$2.56M - $2.6M
|
124K
$3.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.8K+ 4.43% |
$298K - $303K
|
277K
$7.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
16KNew |
$407K - $413K
|
16K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 342.52% |
$25.5K - $26K
|
1.3K
$33.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33- 0.11% |
$837 - $851
|
30.2K
$771K
|
|
|
Nov 12, 2025
Q3 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4.31K+ 1.4% |
$109K - $111K
|
313K
$7.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.72K+ 2.95% |
$145K - $148K
|
200K
$5.09M
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.2K+ 6.26% |
$30.4K - $30.9K
|
20.4K
$519K
|