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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.99K- 9.09% |
$48.3K - $51K
|
19.9K
$503K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$265K - $280K
|
10.9K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
813New |
$19.7K - $20.8K
|
813
$20.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.25K+ 18.09% |
$176K - $186K
|
47.3K
$1.2M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9KNew |
$220K - $228K
|
9K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
557+ 1.71% |
$13.6K - $14.1K
|
33.1K
$835K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.29KNew |
$105K - $109K
|
4.29K
$108K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.5K- 57.59% |
$304K - $315K
|
9.18K
$232K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1KNew |
$24.4K - $25.3K
|
1K
$25.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
70+ 0.37% |
$1.71K - $1.77K
|
18.9K
$476K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
58.5KNew |
$1.43M - $1.48M
|
58.5K
$1.48M
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-18.6K- 99.28% |
$464K - $480K
|
135
$3.41K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$65.4K - $67.7K
|
2.63K
$66.4K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$1.45K - $1.5K
|
58
$1.46K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1KNew |
$26.5K - $27.8K
|
1.1K
$27.8K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
46.7KNew |
$1.13M - $1.2M
|
46.7K
$1.18M
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-955Closed |
$23.4K - $24.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.4KClosed |
$452K - $469K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-499Closed |
$12.2K - $12.7K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-75KClosed |
$1.84M - $1.91M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-17.7K- 55.41% |
$434K - $451K
|
14.2K
$360K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-33.1KClosed |
$811K - $842K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
2.71K+ 112.15% |
$66.3K - $68.9K
|
5.12K
$129K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
264KNew |
$6.47M - $6.72M
|
264K
$6.66M
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
200+ 44.44% |
$4.9K - $5.09K
|
650
$16.4K
|
|
| Q1 2022 | |||||||
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
313New |
$7.95K - $8.51K
|
313
$7.9K
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-5.9KClosed |
$150K - $160K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.89KNew |
$47.9K - $51.3K
|
1.89K
$47.6K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-451Closed |
$12.3K - $12.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-3.07KClosed |
$83.5K - $84.5K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
2KNew |
$54.5K - $55.2K
|
2K
$50.6K
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-10.1KClosed |
$274K - $280K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.21KClosed |
$32.8K - $33.5K
|
0
$0
|
|