Latest Institutional Purchases of Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBMQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
66K+ 200.29% |
$1.64M - $1.68M
|
98.9K
$2.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
58.6KNew |
$1.46M - $1.49M
|
58.6K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
55K+ 17.16% |
$1.37M - $1.4M
|
376K
$9.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
50.6K+ 7.39% |
$1.26M - $1.29M
|
735K
$18.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
27.3KNew |
$678K - $693K
|
27.3K
$694K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.5K+ 14462.96% |
$486K - $496K
|
19.7K
$501K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
15.9KNew |
$396K - $405K
|
15.9K
$406K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
14K+ 17.12% |
$349K - $356K
|
95.9K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.2KNew |
$329K - $336K
|
13.2K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
12.1K+ 3.24% |
$302K - $308K
|
387K
$9.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
10.9KNew |
$272K - $278K
|
10.9K
$278K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.4KNew |
$259K - $264K
|
10.4K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.41K+ 4.87% |
$209K - $214K
|
181K
$4.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.05KNew |
$200K - $204K
|
8.05K
$205K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.27K+ 18.93% |
$156K - $159K
|
39.4K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.13K+ 11.45% |
$152K - $156K
|
59.6K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.24K+ 5.12% |
$106K - $108K
|
87.2K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.94KNew |
$98.1K - $100K
|
3.94K
$100K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.84K+ 14.36% |
$95.5K - $97.5K
|
30.6K
$778K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
3.55K+ 26.71% |
$88.3K - $90.2K
|
16.8K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.12K+ 1.3% |
$77.6K - $79.3K
|
242K
$6.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.79KNew |
$44.6K - $45.6K
|
1.79K
$45.7K
|
|
|
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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16K+ 7.67% |
$28.9K - $29.5K
|
16.3K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
752+ 3.66% |
$18.7K - $19.1K
|
21.3K
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
591+ 4.74% |
$14.7K - $15K
|
13.1K
$333K
|
|
|
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 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
311+ 0.61% |
$7.74K - $7.9K
|
51.2K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
138+ 0.05% |
$3.43K - $3.51K
|
253K
$6.44M
|
|
| Q1 2025 | |||||||
|
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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
119K+ 239.98% |
$2.99M - $3.02M
|
169K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
62.8K+ 9.11% |
$1.58M - $1.6M
|
753K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.4KNew |
$1.54M - $1.56M
|
61.4K
$1.56M
|
|
|
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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.8K+ 75.22% |
$1.2M - $1.21M
|
111K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
45.5KNew |
$1.14M - $1.15M
|
45.5K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43K+ 19.91% |
$1.08M - $1.09M
|
259K
$6.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41.1KNew |
$1.03M - $1.04M
|
41.1K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.4K+ 5.64% |
$938K - $950K
|
701K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
33.5K+ 11.19% |
$840K - $851K
|
333K
$8.48M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.5K+ 101.37% |
$766K - $775K
|
60.7K
$1.54M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
24.1K+ 41.58% |
$605K - $613K
|
82.1K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.2KNew |
$557K - $564K
|
22.2K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.1KNew |
$529K - $536K
|
21.1K
$538K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17K+ 18.86% |
$426K - $432K
|
107K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
13.8KNew |
$346K - $350K
|
13.8K
$352K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
13.5KNew |
$339K - $344K
|
13.5K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.5KNew |
$312K - $316K
|
12.5K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$292K - $296K
|
11.6K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
11.3KNew |
$282K - $286K
|
11.3K
$287K
|
|