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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-102K- 92.75% |
$2.57M - $2.6M
|
7.99K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
11.3KNew |
$282K - $286K
|
11.3K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.1KNew |
$529K - $536K
|
21.1K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.8K+ 75.22% |
$1.2M - $1.21M
|
111K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.2K+ 14.92% |
$1.38M - $1.4M
|
425K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172K+ 9.79% |
$4.31M - $4.36M
|
1.93M
$48.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-175K- 48.94% |
$4.38M - $4.44M
|
182K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
119K+ 239.98% |
$2.99M - $3.02M
|
169K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.3K+ 12.3% |
$258K - $261K
|
93.9K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
62.8K+ 9.11% |
$1.58M - $1.6M
|
753K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.2KNew |
$557K - $564K
|
22.2K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-267K- 88.65% |
$6.69M - $6.77M
|
34.1K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.58K+ 2.41% |
$64.6K - $65.4K
|
109K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8.89K+ 22.58% |
$223K - $226K
|
48.3K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.95K- 43.19% |
$249K - $253K
|
13.1K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-25.4K- 53.83% |
$637K - $645K
|
21.8K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.02K+ 31.66% |
$101K - $102K
|
16.7K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
309+ 0.19% |
$7.75K - $7.85K
|
164K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.31K- 35.98% |
$83K - $84K
|
5.89K
$149K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.4KNew |
$1.54M - $1.56M
|
61.4K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-4.31K- 4.57% |
$108K - $109K
|
89.9K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.95K+ 51.78% |
$174K - $176K
|
20.4K
$514K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$292K - $296K
|
11.6K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.18K+ 11.08% |
$205K - $208K
|
82K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-183K- 29.66% |
$4.58M - $4.64M
|
433K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.03K+ 27.4% |
$126K - $128K
|
23.4K
$591K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.8K- 1.8% |
$396K - $401K
|
862K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 11.67% |
$29K - $29.3K
|
8.74K
$221K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17K+ 18.86% |
$426K - $432K
|
107K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14K- 3.61% |
$351K - $356K
|
374K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4K+ 26.39% |
$100K - $102K
|
19.2K
$484K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.49K+ 2.1% |
$188K - $190K
|
364K
$9.21M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.51K+ 9.72% |
$238K - $241K
|
107K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.6K+ 6.1% |
$65.3K - $66.1K
|
45.3K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.28K+ 7.5% |
$57.2K - $57.9K
|
32.7K
$825K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.14K+ 3.7% |
$28.5K - $28.8K
|
31.9K
$805K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.22K+ 25.85% |
$106K - $107K
|
20.6K
$519K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.4K+ 5.64% |
$938K - $950K
|
701K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
45.5KNew |
$1.14M - $1.15M
|
45.5K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-241- 1.32% |
$6.04K - $6.12K
|
18.1K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.55K- 15.72% |
$114K - $115K
|
24.4K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
8.13K+ 15.14% |
$204K - $206K
|
61.8K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.14K+ 7.29% |
$53.7K - $54.4K
|
31.5K
$797K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.84K- 8.25% |
$46.1K - $46.6K
|
20.4K
$516K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.5K+ 101.37% |
$766K - $775K
|
60.7K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
30+ 0.09% |
$752 - $762
|
31.7K
$802K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-950- 8.21% |
$23.8K - $24.1K
|
10.6K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-377- 3.19% |
$9.46K - $9.57K
|
11.5K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.1K+ 5.31% |
$27.6K - $27.9K
|
21.8K
$551K
|