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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
85.6K+ 36.43% |
$2.15M - $2.17M
|
321K
$8.03M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
24.1K+ 41.58% |
$605K - $613K
|
82.1K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19.4K+ 21.95% |
$486K - $492K
|
108K
$2.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.66K+ 5.93% |
$242K - $245K
|
173K
$4.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.11K+ 6.56% |
$128K - $130K
|
83K
$2.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.95K+ 40.4% |
$99.1K - $100K
|
13.7K
$344K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.85K+ 1.94% |
$71.5K - $72.4K
|
150K
$3.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.62K+ 5.33% |
$65.7K - $66.5K
|
51.8K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
631+ 0.26% |
$15.8K - $16K
|
239K
$5.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
211+ 0.42% |
$5.29K - $5.36K
|
50.9K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2+ 0.5% |
$50.2 - $50.8
|
402
$10.1K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
636K+ 56.83% |
$15.9M - $16.3M
|
1.76M
$44M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
388KNew |
$9.73M - $9.93M
|
388K
$9.72M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
370KNew |
$9.28M - $9.47M
|
370K
$9.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
240KNew |
$6.01M - $6.14M
|
240K
$6.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
201K+ 128.95% |
$5.04M - $5.15M
|
357K
$8.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
129K+ 75.7% |
$3.23M - $3.3M
|
299K
$7.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
67.3K+ 10.57% |
$1.69M - $1.72M
|
704K
$17.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59.9K+ 7.32% |
$1.5M - $1.53M
|
878K
$22M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
47.2KNew |
$1.18M - $1.21M
|
47.2K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.5K+ 208.45% |
$914K - $934K
|
54K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.6K+ 67.06% |
$841K - $859K
|
83.6K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
32.3K+ 10.89% |
$809K - $826K
|
329K
$8.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
30.1K+ 68.79% |
$754K - $770K
|
73.8K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
29.9KNew |
$749K - $765K
|
29.9K
$749K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
29.5K+ 223.68% |
$740K - $755K
|
42.7K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.9K+ 68.78% |
$649K - $663K
|
63.6K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.5K+ 18.39% |
$638K - $652K
|
164K
$4.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
24.1K+ 125.82% |
$604K - $617K
|
43.2K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.9K+ 85.63% |
$573K - $586K
|
49.6K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.6KNew |
$416K - $425K
|
16.6K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
15.2KNew |
$380K - $388K
|
15.2K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 93.41% |
$357K - $364K
|
29.5K
$738K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
13.7KNew |
$344K - $352K
|
13.7K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
13.3KNew |
$333K - $340K
|
13.3K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11.2KNew |
$279K - $285K
|
11.2K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$238K - $243K
|
9.5K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.4KNew |
$235K - $240K
|
9.4K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
8.75K+ 73.07% |
$219K - $224K
|
20.7K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.36KNew |
$210K - $214K
|
8.36K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.96KNew |
$199K - $204K
|
7.96K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
7.73K+ 16.8% |
$194K - $198K
|
53.7K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
7.61K+ 2258.46% |
$191K - $195K
|
7.95K
$199K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.27K+ 46.15% |
$182K - $186K
|
23K
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.79K+ 6.8% |
$170K - $174K
|
107K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.17K+ 7.34% |
$155K - $158K
|
90.1K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.03K+ 21.37% |
$151K - $154K
|
34.2K
$858K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.87K+ 24.21% |
$147K - $150K
|
30.1K
$755K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.46K+ 26.41% |
$137K - $140K
|
26.1K
$654K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.29K+ 5.83% |
$108K - $110K
|
77.9K
$1.95M
|
|