Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.63K+ 17.97% |
$91.8K - $93.2K
|
23.9K
$608K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
3.36K+ 4.74% |
$84.9K - $86.2K
|
74.3K
$1.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.26K+ 2.56% |
$82.3K - $83.6K
|
131K
$3.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.99K+ 6.65% |
$75.6K - $76.8K
|
48K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.22KNew |
$56.1K - $57K
|
2.22K
$56.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.18K+ 5.07% |
$55K - $55.9K
|
45.1K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.12K+ 12.19% |
$53.6K - $54.4K
|
19.5K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.97K+ 2.43% |
$49.8K - $50.6K
|
83K
$2.11M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
1.95K+ 3.83% |
$49.3K - $50.1K
|
52.9K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.57K+ 6.81% |
$39.7K - $40.3K
|
24.6K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.48K+ 1.66% |
$37.4K - $38K
|
90.5K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.26K+ 6.5% |
$31.9K - $32.4K
|
20.7K
$526K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.11K+ 7.93% |
$27.9K - $28.4K
|
15K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
903+ 0.83% |
$22.8K - $23.2K
|
110K
$2.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
840New |
$21.2K - $21.6K
|
840
$21.4K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
681+ 3.68% |
$17.2K - $17.5K
|
19.2K
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
587+ 1.61% |
$14.8K - $15.1K
|
37K
$942K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
573+ 0.86% |
$14.5K - $14.7K
|
67.3K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
255+ 2.02% |
$6.44K - $6.54K
|
12.9K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
211+ 0.78% |
$5.33K - $5.41K
|
27.2K
$693K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
181+ 1.93% |
$4.57K - $4.64K
|
9.54K
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
44+ 0.13% |
$1.11K - $1.13K
|
35.2K
$896K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
36+ 0.42% |
$909 - $924
|
8.69K
$222K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
22+ 0.13% |
$556 - $565
|
17K
$432K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
13+ 0.14% |
$328 - $334
|
9.28K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.67% |
$126 - $128
|
747
$19K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.55% |
$50.5 - $51.3
|
364
$9.28K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 0.41% |
$202 - $205
|
1.94K
$49.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-43- 0.45% |
$1.09K - $1.1K
|
9.6K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-300- 0.1% |
$7.58K - $7.7K
|
298K
$7.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-475- 1.1% |
$12K - $12.2K
|
42.7K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-503- 3.24% |
$12.7K - $12.9K
|
15K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-611- 0.12% |
$15.4K - $15.7K
|
491K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-661- 6.2% |
$16.7K - $17K
|
10K
$255K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-875- 1.77% |
$22.1K - $22.5K
|
48.7K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-905- 8.88% |
$22.9K - $23.2K
|
9.28K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-935- 2.93% |
$23.6K - $24K
|
31K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.15K- 3.35% |
$29K - $29.4K
|
33K
$842K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 2.41% |
$30.1K - $30.6K
|
48.2K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.57K- 2.37% |
$39.6K - $40.3K
|
64.5K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.62K- 0.54% |
$40.9K - $41.6K
|
296K
$7.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.66K- 9.22% |
$41.9K - $42.6K
|
16.3K
$416K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.72K- 6.82% |
$43.3K - $44K
|
23.4K
$598K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.89K- 19.83% |
$47.8K - $48.6K
|
7.65K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.96K- 1.62% |
$49.5K - $50.3K
|
119K
$3.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 91.7% |
$50.2K - $51K
|
180
$4.59K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.1K- 3.46% |
$53K - $53.9K
|
58.6K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.55K- 2.91% |
$64.3K - $65.3K
|
85.1K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.65K- 11.71% |
$66.9K - $67.9K
|
20K
$509K
|