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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.27K+ 18.93% |
$156K - $159K
|
39.4K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.13K+ 11.45% |
$152K - $156K
|
59.6K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6K+ 45.82% |
$149K - $152K
|
19.1K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.89K+ 27.92% |
$147K - $150K
|
27K
$690K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
5.76K+ 1.73% |
$143K - $146K
|
339K
$8.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
5.27K+ 24.18% |
$131K - $134K
|
27.1K
$692K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.24K+ 5.12% |
$106K - $108K
|
87.2K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.11K+ 9.03% |
$102K - $104K
|
49.6K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.94KNew |
$98.1K - $100K
|
3.94K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.84K+ 3.51% |
$95.6K - $97.6K
|
113K
$2.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.84K+ 14.36% |
$95.5K - $97.5K
|
30.6K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.6K+ 3.23% |
$89.5K - $91.5K
|
115K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
3.55K+ 26.71% |
$88.3K - $90.2K
|
16.8K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.12K+ 1.3% |
$77.6K - $79.3K
|
242K
$6.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.93K+ 33.51% |
$72.8K - $74.4K
|
11.7K
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.03K+ 21.94% |
$50.6K - $51.6K
|
11.3K
$289K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.98K+ 3.26% |
$49.2K - $50.2K
|
62.6K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.97K+ 2.41% |
$49.1K - $50.1K
|
84K
$2.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.79KNew |
$44.6K - $45.6K
|
1.79K
$45.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.78K+ 22.31% |
$44.4K - $45.3K
|
9.78K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.5K+ 10.77% |
$37.4K - $38.2K
|
15.4K
$395K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.43K+ 8.56% |
$35.6K - $36.4K
|
18.2K
$464K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16K+ 7.67% |
$28.9K - $29.5K
|
16.3K
$416K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.15K+ 0.76% |
$28.5K - $29.1K
|
151K
$3.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
914+ 1.96% |
$22.7K - $23.2K
|
47.5K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
900+ 947.37% |
$22.4K - $22.9K
|
995
$25.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
752+ 3.66% |
$18.7K - $19.1K
|
21.3K
$545K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
680+ 5.64% |
$16.9K - $17.3K
|
12.7K
$325K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
593+ 4.28% |
$14.8K - $15.1K
|
14.4K
$369K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
591+ 4.74% |
$14.7K - $15K
|
13.1K
$334K
|
|
|
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
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
138+ 0.05% |
$3.43K - $3.51K
|
253K
$6.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
83+ 0.61% |
$2.07K - $2.11K
|
13.6K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
75+ 0.32% |
$1.87K - $1.91K
|
23.5K
$600K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
66+ 0.06% |
$1.64K - $1.68K
|
107K
$2.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
44+ 0.14% |
$1.09K - $1.12K
|
31.8K
$813K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.03% |
$149 - $152
|
18.1K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
24.1K+ 41.58% |
$605K - $613K
|
82.1K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.2KNew |
$557K - $564K
|
22.2K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.1KNew |
$529K - $536K
|
21.1K
$539K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
13.8KNew |
$346K - $350K
|
13.8K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$292K - $296K
|
11.6K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8.89K+ 22.58% |
$223K - $226K
|
48.3K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.54KNew |
$214K - $217K
|
8.54K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
8.13K+ 15.14% |
$204K - $206K
|
61.8K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5.93KNew |
$149K - $151K
|
5.93K
$152K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4K+ 26.39% |
$100K - $102K
|
19.2K
$490K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.95K+ 40.4% |
$99.1K - $100K
|
13.7K
$351K
|
|