Latest Institutional Transactions on Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2032 Ter (IBTM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.09K+ 74.42% |
$24K - $25K
|
2.56K
$58.8K
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-2.35K- 5.84% |
$51.4K - $53.7K
|
37.9K
$869K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.57K- 1.7% |
$34.5K - $36K
|
90.9K
$2.09M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 37.36% |
$355K - $370K
|
59.5K
$1.37M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-56- 0.31% |
$1.23K - $1.28K
|
18K
$413K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-644- 6.8% |
$14.1K - $14.7K
|
8.82K
$202K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.6KNew |
$254K - $265K
|
11.6K
$266K
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-700- 1.91% |
$15.3K - $16K
|
35.9K
$824K
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11.2KNew |
$246K - $256K
|
11.2K
$257K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11+ 0.17% |
$241 - $252
|
6.4K
$147K
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
600New |
$13.2K - $13.7K
|
600
$13.8K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.44K- 25.9% |
$165K - $175K
|
21.3K
$489K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31.4K- 42.29% |
$696K - $739K
|
42.9K
$985K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.47KNew |
$98.9K - $105K
|
4.47K
$103K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.6KNew |
$986K - $1.05M
|
44.6K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.04K- 39.79% |
$23K - $24.5K
|
1.58K
$36.1K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
$33.2K - $35.2K
|
1.5K
$34.4K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
733New |
$16.2K - $17.2K
|
733
$16.8K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.73KNew |
$193K - $205K
|
8.73K
$200K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
53.8K+ 9.07% |
$1.19M - $1.26M
|
647K
$14.8M
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.36K- 34.19% |
$52.2K - $55.4K
|
4.54K
$104K
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$226K - $240K
|
10.2K
$235K
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4.23K- 21.04% |
$93.5K - $99.3K
|
15.9K
$364K
|
|
Q3 2024 | |||||||
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
269New |
$5.97K - $6.38K
|
269
$6.17K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
74New |
$1.64K - $1.75K
|
74
$1.7K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
311+ 7.12% |
$6.9K - $7.37K
|
4.68K
$107K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24KNew |
$532K - $569K
|
24K
$550K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.02KNew |
$200K - $214K
|
9.02K
$207K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
202New |
$4.48K - $4.79K
|
202
$4.64K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.9KNew |
$109K - $116K
|
4.9K
$113K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9K+ 5.98% |
$465K - $496K
|
371K
$8.52M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$280K - $299K
|
12.6K
$290K
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-6.67K- 30.0% |
$148K - $158K
|
15.6K
$357K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.8K- 14.92% |
$105K - $109K
|
27.3K
$628K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
84New |
$1.84K - $1.9K
|
84
$1.93K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.18KNew |
$47.7K - $49.4K
|
2.18K
$50.1K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.12KNew |
$24.5K - $25.4K
|
1.12K
$25.7K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.77K- 21.07% |
$148K - $153K
|
25.4K
$582K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-150- 3.12% |
$3.28K - $3.4K
|
4.65K
$107K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$20.2K - $20.9K
|
900
$20.7K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$605 - $626
|
27
$620
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.6KNew |
$461K - $477K
|
20.6K
$472K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
758New |
$17K - $17.6K
|
758
$17.4K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
644New |
$14.4K - $14.9K
|
644
$14.8K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
6.67KNew |
$150K - $155K
|
6.67K
$153K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
622New |
$13.3K - $14.5K
|
622
$14.3K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-487- 19.5% |
$10.4K - $11.3K
|
2.01K
$46.2K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
907New |
$19.4K - $21.1K
|
907
$20.8K
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.9KNew |
$275K - $300K
|
12.9K
$296K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.3K+ 68.02% |
$422K - $450K
|
47.6K
$1.09M
|