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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38+ 0.14% |
$943 - $957
|
26.5K
$672K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.35K- 5.86% |
$133K - $135K
|
85.8K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-56.6K- 48.28% |
$1.4M - $1.43M
|
60.6K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.88K+ 22.31% |
$71.4K - $72.5K
|
15.8K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.41K- 9.8% |
$35K - $35.5K
|
13K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-15.1K- 8.03% |
$374K - $380K
|
173K
$4.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.01K+ 16.8% |
$74.8K - $75.9K
|
20.9K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.16K- 13.98% |
$203K - $206K
|
50.2K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-9.19K- 40.5% |
$228K - $231K
|
13.5K
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.99KNew |
$49.3K - $50.1K
|
1.99K
$50.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
375New |
$9.3K - $9.45K
|
375
$9.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-15.6K- 44.48% |
$386K - $392K
|
19.4K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.53K- 28.37% |
$87.6K - $89K
|
8.92K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29K+ 235.05% |
$720K - $731K
|
41.4K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8KNew |
$198K - $202K
|
8K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.9K+ 63.04% |
$344K - $350K
|
35.9K
$909K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.3K- 4.98% |
$429K - $435K
|
330K
$8.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.5K- 8.19% |
$1.4M - $1.42M
|
633K
$16M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 2.08% |
$74.4 - $75.6
|
147
$3.72K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
50.5K+ 16.0% |
$1.25M - $1.27M
|
366K
$9.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-152- 0.96% |
$3.77K - $3.83K
|
15.7K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.1K- 28.2% |
$326K - $331K
|
33.4K
$846K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.03% |
$149 - $151
|
20.4K
$517K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.7K+ 11.21% |
$1.01M - $1.03M
|
404K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.44K- 68.96% |
$110K - $112K
|
2K
$50.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-232- 1.33% |
$5.76K - $5.84K
|
17.3K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30+ 0.24% |
$744 - $756
|
12.6K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
30K+ 73.63% |
$743K - $755K
|
70.7K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
80K+ 11.39% |
$1.99M - $2.02M
|
783K
$19.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
800KNew |
$19.8M - $20.1M
|
800K
$20.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12K- 44.77% |
$299K - $303K
|
14.9K
$376K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-128- 0.82% |
$3.18K - $3.22K
|
15.5K
$393K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.6K+ 3.18% |
$611K - $621K
|
800K
$20.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.2K+ 32.89% |
$79.3K - $80.5K
|
12.9K
$327K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.97K+ 34.5% |
$148K - $150K
|
23.3K
$589K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
18K+ 75.61% |
$446K - $453K
|
41.8K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9.94KNew |
$247K - $250K
|
9.94K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.04K+ 4.01% |
$199K - $202K
|
209K
$5.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-659- 0.85% |
$16.3K - $16.6K
|
77.1K
$1.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-162K- 67.32% |
$4.01M - $4.07M
|
78.5K
$1.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
3.2K+ 36.89% |
$79.3K - $80.5K
|
11.9K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.58K+ 7.22% |
$39.2K - $39.8K
|
23.5K
$594K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.6K- 91.18% |
$511K - $519K
|
1.99K
$50.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
10.3K+ 8.13% |
$255K - $258K
|
137K
$3.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-31.4K- 52.56% |
$778K - $790K
|
28.3K
$717K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
204+ 0.72% |
$5.06K - $5.14K
|
28.6K
$725K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.98KNew |
$198K - $201K
|
7.98K
$202K
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
687+ 0.59% |
$17K - $17.3K
|
118K
$2.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.52% |
$273 - $277
|
2.13K
$53.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
34+ 0.6% |
$844 - $856
|
5.72K
$145K
|