Lpl Financial LLC Ishares Tr Ibonds December 202 Transaction History

Lpl Financial LLC

$320 Billion
Q3 2025

A detailed history of Lpl Financial LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Lpl Financial LLC holds 395,421 shares of IBMO stock, worth $10.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

395,421

Previous 388,657 1.74%

Holding current value

$10.1 Million

Previous $9.96 Million 1.9%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$25.58 - $25.72 $173,023 - $173,970	6,764 Added 1.74%	395,421 $10.1 Million
Q2 2025 Aug 12, 2025	BUY	$25.32 - $25.63 $18,838 - $19,068	744 Added 0.19%	388,657 $9.96 Million
Q1 2025 May 07, 2025	BUY	$25.45 - $25.6 $1.27 Million - $1.27 Million	49,803 Added 14.73%	387,913 $9.92 Million
Q4 2024 Feb 11, 2025	BUY	$25.4 - $25.62 $1.06 Million - $1.07 Million	41,619 Added 14.04%	338,110 $8.61 Million
Q3 2024 Nov 08, 2024	SELL	$25.26 - $25.66 $40,946 - $41,594	-1,621 Reduced 0.54%	296,491 $7.61 Million

Q2 2024 Aug 07, 2024	BUY	$25.16 - $25.33 $517,994 - $521,494	20,588 Added 7.42%	298,112 $7.55 Million
Q1 2024 May 10, 2024	BUY	$25.35 - $25.52 $171,188 - $172,336	6,753 Added 2.49%	277,524 $7.04 Million
Q4 2023 Feb 14, 2024	BUY	$24.71 - $25.52 $608,088 - $628,021	24,609 Added 10.0%	270,771 $6.91 Million
Q3 2023 Nov 13, 2023	BUY	$24.76 - $25.26 $777,265 - $792,961	31,392 Added 14.62%	246,162 $6.11 Million
Q2 2023 Jul 31, 2023	SELL	$24.96 - $25.63 $92,676 - $95,164	-3,713 Reduced 1.7%	214,770 $5.41 Million
Q1 2023 May 10, 2023	SELL	$24.99 - $25.64 $567,273 - $582,028	-22,700 Reduced 9.41%	218,483 $5.58 Million
Q4 2022 Feb 07, 2023	BUY	$24.52 - $25.33 $1.05 Million - $1.08 Million	42,745 Added 21.54%	241,183 $6.08 Million
Q3 2022 Nov 14, 2022	BUY	$24.63 - $25.76 $800,844 - $837,586	32,515 Added 19.6%	198,438 $4.89 Million
Q2 2022 Aug 12, 2022	BUY	$24.88 - $25.49 $1.83 Million - $1.88 Million	73,614 Added 79.75%	165,923 $4.2 Million
Q1 2022 May 16, 2022	BUY	$25.42 - $26.86 $121,482 - $128,363	4,779 Added 5.46%	92,309 $2.36 Million
Q4 2021 Feb 14, 2022	BUY	$26.8 - $26.92 $985,302 - $989,713	36,765 Added 72.42%	87,530 $2.35 Million
Q3 2021 Nov 15, 2021	BUY	$26.88 - $27.14 $328,231 - $331,406	12,211 Added 31.67%	50,765 $1.37 Million
Q2 2021 Aug 13, 2021	BUY	$26.77 - $27.05 $72,359 - $73,116	2,703 Added 7.54%	38,554 $1.04 Million
Q1 2021 May 14, 2021	BUY	$26.74 - $27.23 $538,490 - $548,357	20,138 Added 128.16%	35,851 $962,000
Q4 2020 Feb 12, 2021	BUY	$26.8 - $27.1 $421,108 - $425,822	15,713 New	15,713 $426,000

Others Institutions Holding IBMO

# of Institutions

201

Shares Held

18.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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Lpl Financial LLC Ishares Tr Ibonds December 202 Transaction History