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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1K+ 8.33% |
$24.9K - $25.6K
|
13K
$330K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
950+ 5.22% |
$23.7K - $24.3K
|
19.2K
$487K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
688+ 0.58% |
$17.1K - $17.6K
|
119K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
593+ 0.34% |
$14.8K - $15.2K
|
173K
$4.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
286+ 0.58% |
$7.12K - $7.33K
|
49.3K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
114+ 0.96% |
$2.84K - $2.92K
|
12K
$304K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
57+ 0.02% |
$1.42K - $1.46K
|
230K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
42+ 0.24% |
$1.05K - $1.08K
|
17.3K
$440K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
42+ 0.13% |
$1.05K - $1.08K
|
31.7K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30+ 0.24% |
$747 - $769
|
12.7K
$322K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.16% |
$648 - $666
|
16K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.52% |
$274 - $282
|
2.14K
$54.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.8KNew |
$317K - $322K
|
12.8K
$325K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9.94KNew |
$247K - $250K
|
9.94K
$252K
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
8.41KNew |
$209K - $212K
|
8.41K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8KNew |
$198K - $202K
|
8K
$203K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.98KNew |
$198K - $201K
|
7.98K
$203K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.97K+ 34.5% |
$148K - $150K
|
23.3K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.89K+ 11.95% |
$96.4K - $97.9K
|
36.4K
$925K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.99KNew |
$49.3K - $50.1K
|
1.99K
$50.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
375New |
$9.3K - $9.45K
|
375
$9.53K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
204+ 0.72% |
$5.06K - $5.14K
|
28.6K
$728K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
34+ 0.6% |
$844 - $856
|
5.72K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 2.08% |
$74.4 - $75.6
|
147
$3.74K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
42.8K+ 6.03% |
$1.08M - $1.1M
|
754K
$19.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.2KNew |
$865K - $877K
|
34.2K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.8KNew |
$804K - $815K
|
31.8K
$808K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31KNew |
$783K - $794K
|
31K
$788K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
28.2KNew |
$713K - $722K
|
28.2K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.5KNew |
$619K - $627K
|
24.5K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$278K - $282K
|
11K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.49KNew |
$214K - $217K
|
8.49K
$216K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
1K+ 10.0% |
$25.3K - $25.6K
|
11K
$280K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
337New |
$8.52K - $8.63K
|
337
$8.56K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
63+ 0.67% |
$1.59K - $1.61K
|
9.45K
$240K
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
37KNew |
$898K - $948K
|
37K
$941K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$265K - $280K
|
10.9K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.64K+ 566.43% |
$210K - $221K
|
10.2K
$258K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.25K+ 18.09% |
$176K - $186K
|
47.3K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
813New |
$19.7K - $20.8K
|
813
$20.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
760New |
$18.4K - $19.5K
|
760
$19.3K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
58.5KNew |
$1.43M - $1.48M
|
58.5K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
14.2KNew |
$347K - $359K
|
14.2K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9KNew |
$220K - $228K
|
9K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.29KNew |
$105K - $109K
|
4.29K
$109K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1KNew |
$24.4K - $25.3K
|
1K
$25.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
557+ 1.71% |
$13.6K - $14.1K
|
33.1K
$841K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
70+ 0.37% |
$1.71K - $1.77K
|
18.9K
$479K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$65.4K - $67.7K
|
2.63K
$66.8K
|
|