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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
388KNew |
$9.73M - $9.93M
|
388K
$9.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
129K+ 75.7% |
$3.23M - $3.3M
|
299K
$7.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
88.4KNew |
$2.21M - $2.26M
|
88.4K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
67.3K+ 10.57% |
$1.69M - $1.72M
|
704K
$17.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.5K+ 208.45% |
$914K - $934K
|
54K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 28.11% |
$897K - $916K
|
163K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
29.9KNew |
$749K - $765K
|
29.9K
$755K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
29.5K+ 223.68% |
$740K - $755K
|
42.7K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
24.1K+ 125.82% |
$604K - $617K
|
43.2K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
21.5KNew |
$539K - $550K
|
21.5K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.1K+ 16.75% |
$529K - $540K
|
147K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 8.74% |
$474K - $484K
|
235K
$5.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 93.41% |
$357K - $364K
|
29.5K
$744K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
13.7KNew |
$344K - $352K
|
13.7K
$347K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11.2KNew |
$279K - $285K
|
11.2K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 26.42% |
$257K - $263K
|
49.1K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
9.78KNew |
$245K - $250K
|
9.78K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$238K - $243K
|
9.5K
$240K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
9.36K+ 19.23% |
$235K - $240K
|
58K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.36KNew |
$210K - $214K
|
8.36K
$211K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.11K+ 3.52% |
$203K - $208K
|
239K
$6.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
7.61K+ 2258.46% |
$191K - $195K
|
7.95K
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.03K+ 21.37% |
$151K - $154K
|
34.2K
$864K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.46K+ 26.41% |
$137K - $140K
|
26.1K
$659K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.28K+ 5.82% |
$107K - $110K
|
77.9K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4.16K+ 11.35% |
$104K - $106K
|
40.8K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
3.8K+ 34.55% |
$95.2K - $97.2K
|
14.8K
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.76K+ 69.76% |
$69.2K - $70.7K
|
6.72K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.16K+ 7.95% |
$54K - $55.1K
|
29.3K
$739K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.94K+ 13.45% |
$48.5K - $49.6K
|
16.3K
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.9K+ 505.6% |
$47.5K - $48.5K
|
2.27K
$57.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.84K+ 0.79% |
$46K - $47K
|
235K
$5.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.39K+ 2.81% |
$34.8K - $35.5K
|
50.7K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.19K+ 11.21% |
$29.8K - $30.5K
|
11.8K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
966+ 3.25% |
$24.2K - $24.7K
|
30.7K
$776K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
955New |
$23.9K - $24.4K
|
955
$24.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
930+ 0.78% |
$23.3K - $23.8K
|
120K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
531+ 1.95% |
$13.3K - $13.6K
|
27.8K
$701K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
400New |
$10K - $10.2K
|
400
$10.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
95New |
$2.38K - $2.43K
|
95
$2.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
75New |
$1.88K - $1.92K
|
75
$1.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20New |
$501 - $512
|
20
$505
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
93.2K+ 9.08% |
$2.32M - $2.39M
|
1.12M
$28.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.5KNew |
$1.71M - $1.76M
|
68.5K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.9K+ 8.11% |
$1.62M - $1.66M
|
865K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.8K+ 163.8% |
$1.46M - $1.51M
|
94.7K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.4K+ 5.04% |
$982K - $1.01M
|
822K
$20.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
37.1KNew |
$923K - $950K
|
37.1K
$936K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26.2KNew |
$654K - $673K
|
26.2K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.7K+ 19.6% |
$566K - $582K
|
139K
$3.5M
|
|