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 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.7KNew |
$366K - $377K
|
14.7K
$373K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.96K+ 4.68% |
$48.7K - $50.1K
|
43.7K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1K+ 8.33% |
$24.9K - $25.6K
|
13K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.52K- 28.87% |
$113K - $116K
|
11.1K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.8K+ 163.8% |
$1.46M - $1.51M
|
94.7K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.14K+ 1.16% |
$28.5K - $29.3K
|
99.9K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.7K+ 105.85% |
$342K - $352K
|
26.7K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-300- 2.22% |
$7.47K - $7.69K
|
13.2K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
265K+ 65.51% |
$6.59M - $6.78M
|
669K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1K+ 42.0% |
$278K - $286K
|
37.7K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30+ 0.24% |
$747 - $769
|
12.7K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.35K+ 1.46% |
$133K - $137K
|
371K
$9.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
93.2K+ 9.08% |
$2.32M - $2.39M
|
1.12M
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.89K- 4.23% |
$172K - $177K
|
156K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 8.05% |
$31.6K - $32.6K
|
14.5K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
593+ 0.34% |
$14.8K - $15.2K
|
173K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.8K- 72.22% |
$1.09M - $1.12M
|
16.8K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.62K- 12.49% |
$65.1K - $67K
|
18.3K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-185- 0.37% |
$4.61K - $4.74K
|
50.1K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26.2KNew |
$654K - $673K
|
26.2K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
42+ 0.24% |
$1.05K - $1.08K
|
17.3K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.85K+ 71.83% |
$95.8K - $98.5K
|
9.2K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
114+ 0.96% |
$2.84K - $2.92K
|
12K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.8K+ 2.35% |
$468K - $482K
|
818K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.13K+ 16.52% |
$53.1K - $54.7K
|
15K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.94K- 9.51% |
$48.4K - $49.8K
|
18.5K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.7K- 42.58% |
$291K - $300K
|
15.8K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.4K+ 3.38% |
$533K - $549K
|
655K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18K+ 43.48% |
$448K - $461K
|
59.4K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.45K+ 79.7% |
$161K - $165K
|
14.5K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.6K- 37.72% |
$140K - $144K
|
9.25K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-664- 6.23% |
$16.5K - $17K
|
10K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.4K+ 5.04% |
$982K - $1.01M
|
822K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-814- 9.09% |
$20.3K - $20.9K
|
8.15K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.12K- 6.33% |
$52.7K - $54.2K
|
31.3K
$795K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
99.8K+ 141.21% |
$2.49M - $2.56M
|
170K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.7K+ 19.6% |
$566K - $582K
|
139K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.87K+ 5.02% |
$96.5K - $99.3K
|
81K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.83K- 2.13% |
$45.5K - $46.8K
|
84K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.69K+ 7.33% |
$67K - $68.9K
|
39.4K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2KNew |
$303K - $312K
|
12.2K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.81K+ 2538.67% |
$94.9K - $97.6K
|
3.96K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.4K- 3.75% |
$308K - $317K
|
317K
$8.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.6K+ 8.44% |
$438K - $451K
|
226K
$5.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.5KNew |
$1.71M - $1.76M
|
68.5K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.63K- 1.19% |
$40.6K - $41.8K
|
135K
$3.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-463- 2.99% |
$11.5K - $11.9K
|
15K
$382K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.9K+ 8.11% |
$1.62M - $1.66M
|
865K
$22M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
13.8KNew |
$345K - $355K
|
13.8K
$352K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.3K+ 26.85% |
$157K - $161K
|
29.8K
$756K
|