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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.13M+ 7086.17% |
$28.6M - $29.1M
|
1.14M
$29.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
179K+ 92.68% |
$4.54M - $4.61M
|
372K
$9.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
105K+ 56.45% |
$2.65M - $2.7M
|
290K
$7.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
101K+ 430.32% |
$2.56M - $2.6M
|
124K
$3.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
79.6K+ 17.53% |
$2.02M - $2.05M
|
534K
$13.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
69.2K+ 70.69% |
$1.75M - $1.78M
|
167K
$4.26M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
62.8K+ 16.7% |
$1.59M - $1.62M
|
439K
$11.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
49.4K+ 97.96% |
$1.25M - $1.27M
|
99.8K
$2.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
48K+ 26.48% |
$1.22M - $1.24M
|
229K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
46.5KNew |
$1.18M - $1.2M
|
46.5K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.7K+ 2.16% |
$1.13M - $1.15M
|
2.12M
$53.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
43.4K+ 5.07% |
$1.1M - $1.12M
|
900K
$23M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
42.4K+ 48.67% |
$1.08M - $1.09M
|
130K
$3.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
40KNew |
$1.02M - $1.03M
|
40K
$1.02M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
34.9KNew |
$886K - $901K
|
34.9K
$891K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
26.5KNew |
$673K - $684K
|
26.5K
$677K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.2K+ 252.24% |
$640K - $651K
|
35.2K
$898K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.3KNew |
$566K - $576K
|
22.3K
$569K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
21.9K+ 80.94% |
$554K - $564K
|
48.9K
$1.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
21.8K+ 6.45% |
$554K - $563K
|
361K
$9.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.3K+ 2.39% |
$541K - $550K
|
913K
$23.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
21.2K+ 103.47% |
$537K - $546K
|
41.6K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
18.8KNew |
$476K - $484K
|
18.8K
$478K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.6K+ 10.01% |
$471K - $479K
|
204K
$5.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
18.2K+ 2.48% |
$462K - $469K
|
753K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18K+ 4.14% |
$457K - $464K
|
453K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.6KNew |
$447K - $455K
|
17.6K
$450K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
16KNew |
$407K - $413K
|
16K
$409K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.6KNew |
$369K - $375K
|
14.6K
$371K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14KNew |
$354K - $360K
|
14K
$356K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.5K+ 32.98% |
$344K - $349K
|
54.6K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.6K+ 111.25% |
$319K - $324K
|
23.9K
$608K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
12.2K+ 3.65% |
$311K - $316K
|
347K
$8.86M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.1K+ 14.44% |
$308K - $313K
|
96.1K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12K+ 11.17% |
$304K - $309K
|
119K
$3.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.8K+ 4.43% |
$298K - $303K
|
277K
$7.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.5KNew |
$292K - $296K
|
11.5K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
10.5KNew |
$267K - $271K
|
10.5K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.92KNew |
$252K - $256K
|
9.92K
$253K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.77K+ 1.5% |
$248K - $252K
|
663K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.72K+ 66.84% |
$246K - $251K
|
24.3K
$618K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.24K+ 105.84% |
$234K - $238K
|
18K
$458K
|
|
|
Nov 14, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
9.11K+ 23.23% |
$231K - $235K
|
48.3K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.19K+ 2.72% |
$208K - $211K
|
309K
$7.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
8.03KNew |
$204K - $207K
|
8.03K
$205K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.82KNew |
$198K - $202K
|
7.82K
$199K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
7.64KNew |
$194K - $197K
|
7.64K
$195K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.62K+ 9.31% |
$193K - $197K
|
89.5K
$2.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.62K+ 1.71% |
$168K - $171K
|
393K
$10M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6.3K+ 20.01% |
$160K - $162K
|
37.8K
$963K
|