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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.27K+ 18.93% |
$156K - $159K
|
39.4K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-259- 2.44% |
$6.44K - $6.58K
|
10.4K
$264K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-10.5K- 9.73% |
$261K - $266K
|
97.3K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.84K+ 14.36% |
$95.5K - $97.5K
|
30.6K
$778K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.2KNew |
$329K - $336K
|
13.2K
$337K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.13K+ 11.45% |
$152K - $156K
|
59.6K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
50.6K+ 7.39% |
$1.26M - $1.29M
|
735K
$18.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
14K+ 17.12% |
$349K - $356K
|
95.9K
$2.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.94KNew |
$98.1K - $100K
|
3.94K
$100K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-900- 2.99% |
$22.4K - $22.9K
|
29.2K
$743K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.05KNew |
$200K - $204K
|
8.05K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.04K- 6.67% |
$25.8K - $26.3K
|
14.5K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
10.9KNew |
$272K - $278K
|
10.9K
$278K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.79KNew |
$44.6K - $45.6K
|
1.79K
$45.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.41K+ 4.87% |
$209K - $214K
|
181K
$4.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.4KNew |
$259K - $264K
|
10.4K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
591+ 4.74% |
$14.7K - $15K
|
13.1K
$333K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
58.6KNew |
$1.46M - $1.49M
|
58.6K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.23K- 7.68% |
$30.7K - $31.3K
|
14.8K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-653- 2.05% |
$16.2K - $16.6K
|
31.2K
$795K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
12.1K+ 3.24% |
$302K - $308K
|
387K
$9.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-253K- 45.68% |
$6.3M - $6.43M
|
301K
$7.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
573+ 1.33% |
$14.3K - $14.6K
|
43.8K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.5K+ 10.77% |
$37.4K - $38.2K
|
15.4K
$393K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
3.55K+ 26.71% |
$88.3K - $90.2K
|
16.8K
$429K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
311+ 0.61% |
$7.74K - $7.9K
|
51.2K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
27.3KNew |
$678K - $693K
|
27.3K
$694K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.24K+ 5.12% |
$106K - $108K
|
87.2K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
55K+ 17.16% |
$1.37M - $1.4M
|
376K
$9.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.12K+ 1.3% |
$77.6K - $79.3K
|
242K
$6.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.5K+ 14462.96% |
$486K - $496K
|
19.7K
$501K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
752+ 3.66% |
$18.7K - $19.1K
|
21.3K
$543K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
138+ 0.05% |
$3.43K - $3.51K
|
253K
$6.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
15.9KNew |
$396K - $405K
|
15.9K
$406K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16K+ 7.67% |
$28.9K - $29.5K
|
16.3K
$414K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
66K+ 200.29% |
$1.64M - $1.68M
|
98.9K
$2.52M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-102K- 92.75% |
$2.57M - $2.6M
|
7.99K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
11.3KNew |
$282K - $286K
|
11.3K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.1KNew |
$529K - $536K
|
21.1K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.8K+ 75.22% |
$1.2M - $1.21M
|
111K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.2K+ 14.92% |
$1.38M - $1.4M
|
425K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172K+ 9.79% |
$4.31M - $4.36M
|
1.93M
$49.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-175K- 48.94% |
$4.38M - $4.44M
|
182K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
119K+ 239.98% |
$2.99M - $3.02M
|
169K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.3K+ 12.3% |
$258K - $261K
|
93.9K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
62.8K+ 9.11% |
$1.58M - $1.6M
|
753K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.2KNew |
$557K - $564K
|
22.2K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-267K- 88.65% |
$6.69M - $6.77M
|
34.1K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.58K+ 2.41% |
$64.6K - $65.4K
|
109K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8.89K+ 22.58% |
$223K - $226K
|
48.3K
$1.23M
|
|