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 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-460- 3.06% |
$11.5K - $11.7K
|
14.5K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.84K+ 9.68% |
$197K - $199K
|
88.8K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.86K- 86.34% |
$46.6K - $47.2K
|
294
$7.43K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
33.5K+ 11.19% |
$840K - $851K
|
333K
$8.41M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-19.7K- 2.8% |
$495K - $501K
|
684K
$17.3M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
13.8KNew |
$346K - $350K
|
13.8K
$349K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43K+ 19.91% |
$1.08M - $1.09M
|
259K
$6.54M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-345- 1.24% |
$8.65K - $8.76K
|
27.4K
$693K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.39K+ 44.51% |
$185K - $188K
|
24K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.46K+ 328.36% |
$187K - $189K
|
9.73K
$246K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.55K- 8.71% |
$63.9K - $64.7K
|
26.7K
$675K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
391+ 4.16% |
$9.81K - $9.93K
|
9.79K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.79K+ 25.01% |
$69.9K - $70.8K
|
13.9K
$352K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.07K- 6.42% |
$26.7K - $27K
|
15.5K
$392K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-947- 3.05% |
$23.8K - $24K
|
30.1K
$760K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-72.4K- 11.56% |
$1.82M - $1.84M
|
554K
$14M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.64K+ 12.36% |
$91.3K - $92.4K
|
33.1K
$836K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5.93KNew |
$149K - $151K
|
5.93K
$150K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.44K+ 5.99% |
$61.3K - $62K
|
43.2K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
128+ 640.0% |
$3.21K - $3.25K
|
148
$3.74K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41.1KNew |
$1.03M - $1.04M
|
41.1K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22+ 0.06% |
$552 - $559
|
34.3K
$866K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
897+ 10.73% |
$22.5K - $22.8K
|
9.26K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.8K- 3.81% |
$799K - $809K
|
804K
$20.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
775New |
$19.4K - $19.7K
|
775
$19.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.5KNew |
$312K - $316K
|
12.5K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 15.59% |
$31.1K - $31.5K
|
9.19K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.54KNew |
$214K - $217K
|
8.54K
$216K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.98K+ 0.6% |
$49.7K - $50.3K
|
331K
$8.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
4.36K+ 10.08% |
$109K - $111K
|
47.6K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
250+ 2.12% |
$6.27K - $6.35K
|
12.1K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4K+ 5.13% |
$100K - $102K
|
81.9K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.59K+ 5.3% |
$39.8K - $40.2K
|
31.5K
$796K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.06KNew |
$202K - $205K
|
8.06K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-28.4K- 51.98% |
$713K - $721K
|
26.2K
$663K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-485- 0.9% |
$12.2K - $12.3K
|
53.5K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
13.5KNew |
$339K - $344K
|
13.5K
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17.7K+ 7.51% |
$443K - $448K
|
253K
$6.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.85K+ 1.94% |
$71.5K - $72.4K
|
150K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-9.92K- 46.1% |
$249K - $252K
|
11.6K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-22.7K- 5.71% |
$569K - $576K
|
374K
$9.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19.4K+ 21.95% |
$486K - $492K
|
108K
$2.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-668- 1.41% |
$16.8K - $17K
|
46.6K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.66K+ 5.93% |
$242K - $245K
|
173K
$4.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
631+ 0.26% |
$15.8K - $16K
|
239K
$6.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2+ 0.5% |
$50.2 - $50.8
|
402
$10.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.62K+ 5.33% |
$65.7K - $66.5K
|
51.8K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
211+ 0.42% |
$5.29K - $5.36K
|
50.9K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-127- 13.3% |
$3.19K - $3.22K
|
828
$20.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
85.6K+ 36.43% |
$2.15M - $2.17M
|
321K
$8.1M
|