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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.28K+ 5.82% |
$107K - $110K
|
77.9K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.84K+ 0.79% |
$46K - $47K
|
235K
$5.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.11K+ 3.52% |
$203K - $208K
|
239K
$6.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
9.36K+ 19.23% |
$235K - $240K
|
58K
$1.47M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-381- 1.13% |
$9.55K - $9.75K
|
33.3K
$840K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1K+ 8.33% |
$24.9K - $25.6K
|
13K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.8K- 72.22% |
$1.09M - $1.12M
|
16.8K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
593+ 0.34% |
$14.8K - $15.2K
|
173K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.85K+ 71.83% |
$95.8K - $98.5K
|
9.2K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.45K+ 79.7% |
$161K - $165K
|
14.5K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.6K- 37.72% |
$140K - $144K
|
9.25K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-664- 6.23% |
$16.5K - $17K
|
10K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2KNew |
$303K - $312K
|
12.2K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.69K+ 7.33% |
$67K - $68.9K
|
39.4K
$994K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.5KNew |
$1.71M - $1.76M
|
68.5K
$1.73M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
13.8KNew |
$345K - $355K
|
13.8K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
37.1KNew |
$923K - $950K
|
37.1K
$936K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.22KNew |
$55.2K - $56.8K
|
2.22K
$56K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.96KNew |
$198K - $204K
|
7.96K
$201K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.16% |
$648 - $666
|
16K
$405K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.11K+ 10.64% |
$27.7K - $28.5K
|
11.6K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78- 0.02% |
$1.94K - $2K
|
319K
$8.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.41K+ 11.89% |
$160K - $164K
|
60.3K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.13K- 29.15% |
$128K - $132K
|
12.5K
$315K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.97KNew |
$98.9K - $102K
|
3.97K
$100K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.8KNew |
$317K - $322K
|
12.8K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.89K+ 11.95% |
$96.4K - $97.9K
|
36.4K
$919K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8KNew |
$198K - $202K
|
8K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.53K- 28.37% |
$87.6K - $89K
|
8.92K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.99KNew |
$49.3K - $50.1K
|
1.99K
$50.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 2.08% |
$74.4 - $75.6
|
147
$3.71K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.44K- 68.96% |
$110K - $112K
|
2K
$50.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.97K+ 34.5% |
$148K - $150K
|
23.3K
$588K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9.94KNew |
$247K - $250K
|
9.94K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.6K- 91.18% |
$511K - $519K
|
1.99K
$50.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.98KNew |
$198K - $201K
|
7.98K
$201K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
34+ 0.6% |
$844 - $856
|
5.72K
$145K
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
8.41KNew |
$209K - $212K
|
8.41K
$212K
|
|
| Q1 2024 | |||||||
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
63+ 0.67% |
$1.59K - $1.61K
|
9.45K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.8KNew |
$804K - $815K
|
31.8K
$803K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$278K - $282K
|
11K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31KNew |
$783K - $794K
|
31K
$783K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.5KNew |
$619K - $627K
|
24.5K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.49KNew |
$214K - $217K
|
8.49K
$214K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
42.8K+ 6.03% |
$1.08M - $1.1M
|
754K
$19M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
28.2KNew |
$713K - $722K
|
28.2K
$712K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.32K- 4.06% |
$33.3K - $33.8K
|
31.2K
$787K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.85K- 27.95% |
$46.7K - $47.4K
|
4.77K
$120K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.25K- 45.87% |
$30.3K - $32K
|
1.48K
$37.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
760New |
$18.4K - $19.5K
|
760
$19.2K
|
|