Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-267K- 88.65% |
$6.69M - $6.77M
|
34.1K
$863K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-183K- 29.66% |
$4.58M - $4.64M
|
433K
$11M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-175K- 48.94% |
$4.38M - $4.44M
|
182K
$4.61M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-102K- 92.75% |
$2.57M - $2.6M
|
7.99K
$202K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-72.4K- 11.56% |
$1.82M - $1.84M
|
554K
$14M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.8K- 3.81% |
$799K - $809K
|
804K
$20.3M
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-28.4K- 51.98% |
$713K - $721K
|
26.2K
$663K
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-25.4K- 53.83% |
$637K - $645K
|
21.8K
$551K
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-22.7K- 5.71% |
$569K - $576K
|
374K
$9.46M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-19.7K- 2.8% |
$495K - $501K
|
684K
$17.3M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.8K- 1.8% |
$396K - $401K
|
862K
$21.8M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14K- 3.61% |
$351K - $356K
|
374K
$9.45M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.95K- 43.19% |
$249K - $253K
|
13.1K
$331K
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-9.92K- 46.1% |
$249K - $252K
|
11.6K
$293K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.55K- 15.72% |
$114K - $115K
|
24.4K
$616K
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-4.31K- 4.57% |
$108K - $109K
|
89.9K
$2.27M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.31K- 35.98% |
$83K - $84K
|
5.89K
$149K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.55K- 8.71% |
$63.9K - $64.7K
|
26.7K
$675K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.86K- 86.34% |
$46.6K - $47.2K
|
294
$7.43K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.84K- 8.25% |
$46.1K - $46.6K
|
20.4K
$516K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 11.67% |
$29K - $29.3K
|
8.74K
$221K
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.07K- 6.42% |
$26.7K - $27K
|
15.5K
$392K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-950- 8.21% |
$23.8K - $24.1K
|
10.6K
$269K
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-947- 3.05% |
$23.8K - $24K
|
30.1K
$760K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-668- 1.41% |
$16.8K - $17K
|
46.6K
$1.18M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-485- 0.9% |
$12.2K - $12.3K
|
53.5K
$1.35M
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-460- 3.06% |
$11.5K - $11.7K
|
14.5K
$368K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-377- 3.19% |
$9.46K - $9.57K
|
11.5K
$290K
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-345- 1.24% |
$8.65K - $8.76K
|
27.4K
$693K
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-318- 0.96% |
$7.98K - $8.07K
|
32.9K
$832K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-241- 1.32% |
$6.04K - $6.12K
|
18.1K
$456K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-181- 1.18% |
$4.54K - $4.6K
|
15.1K
$382K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-127- 13.3% |
$3.19K - $3.22K
|
828
$20.9K
|
|
Q4 2024 | |||||||
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-42.2K- 14.95% |
$1.06M - $1.08M
|
240K
$6.06M
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8.74K- 45.01% |
$219K - $224K
|
10.7K
$270K
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-7.92K- 43.2% |
$198K - $203K
|
10.4K
$263K
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-7.39K- 44.69% |
$185K - $189K
|
9.14K
$231K
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4.45K- 33.71% |
$112K - $114K
|
8.75K
$221K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.91K- 19.8% |
$72.9K - $74.5K
|
11.8K
$298K
|
|
Q3 2024 | |||||||
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.13K- 29.15% |
$128K - $132K
|
12.5K
$315K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-664- 6.23% |
$16.5K - $17K
|
10K
$253K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78- 0.02% |
$1.94K - $2K
|
319K
$8.06M
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.6K- 91.18% |
$511K - $519K
|
1.99K
$50.4K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.44K- 68.96% |
$110K - $112K
|
2K
$50.5K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.53K- 28.37% |
$87.6K - $89K
|
8.92K
$225K
|
|
Q1 2024 | |||||||
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.85K- 27.95% |
$46.7K - $47.4K
|
4.77K
$121K
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.32K- 4.06% |
$33.3K - $33.8K
|
31.2K
$788K
|
|
Q4 2023 | |||||||
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-19.2KClosed |
$465K - $491K
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.99K- 9.09% |
$48.3K - $51K
|
19.9K
$503K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.25K- 45.87% |
$30.3K - $32K
|
1.48K
$37.3K
|