Latest Institutional Transactions on Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2025 Ter (IBMN) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.0% |
$53.4 - $53.6
|
203
$5.43K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
219+ 1.56% |
$5.85K - $5.87K
|
14.2K
$381K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
128+ 0.17% |
$3.42K - $3.43K
|
76.7K
$2.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
12K+ 113.66% |
$320K - $321K
|
22.5K
$603K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-150K- 92.98% |
$4.01M - $4.02M
|
11.3K
$303K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-3.85K- 2.46% |
$103K - $103K
|
152K
$4.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-949- 2.68% |
$25.3K - $25.4K
|
34.4K
$921K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
115+ 0.09% |
$3.07K - $3.08K
|
134K
$3.59M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-739- 5.44% |
$19.7K - $19.8K
|
12.8K
$344K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.36K+ 5.01% |
$36.2K - $36.4K
|
28.5K
$761K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.37K- 3.41% |
$250K - $251K
|
265K
$7.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
22.2KNew |
$592K - $595K
|
22.2K
$593K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.71K- 4.85% |
$151K - $153K
|
112K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.2KNew |
$719K - $729K
|
27.2K
$729K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.79K- 25.71% |
$73.6K - $74.6K
|
8.05K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
530+ 7.02% |
$14K - $14.2K
|
8.08K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.83K- 15.8% |
$74.6K - $75.6K
|
15.1K
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
76.8KNew |
$2.03M - $2.05M
|
76.8K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
26.3K+ 34.13% |
$694K - $703K
|
103K
$2.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.87K+ 17.02% |
$49.5K - $50.1K
|
12.9K
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-68- 0.52% |
$1.8K - $1.82K
|
13K
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-599- 4.32% |
$15.8K - $16K
|
13.3K
$355K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-940- 6.05% |
$24.8K - $25.2K
|
14.6K
$391K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-939- 55.17% |
$24.8K - $25.1K
|
763
$20.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.12K- 31.55% |
$109K - $110K
|
8.95K
$239K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.61K+ 15.83% |
$68.9K - $69.8K
|
19.1K
$511K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-679- 3.84% |
$17.9K - $18.2K
|
17K
$455K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.22K- 18.58% |
$217K - $220K
|
36K
$964K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-310- 0.98% |
$8.19K - $8.3K
|
31.4K
$839K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
7.95KNew |
$210K - $213K
|
7.95K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
7.49K+ 18.35% |
$198K - $200K
|
48.3K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.76KNew |
$205K - $208K
|
7.76K
$208K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.1K+ 15.16% |
$29.1K - $29.4K
|
8.35K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
150+ 0.6% |
$3.96K - $4.01K
|
25.3K
$676K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
68New |
$1.8K - $1.82K
|
68
$1.82K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-26.4K- 60.4% |
$696K - $705K
|
17.3K
$462K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
9.83KNew |
$260K - $263K
|
9.83K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.25K+ 2.11% |
$139K - $141K
|
254K
$6.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
550+ 3.46% |
$14.5K - $14.7K
|
16.5K
$441K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.4K+ 6.71% |
$37K - $37.5K
|
22.3K
$596K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-247K- 91.93% |
$6.58M - $6.61M
|
21.7K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.29K- 35.9% |
$167K - $168K
|
11.2K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 19.1% |
$48.7K - $49K
|
7.75K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43.6K+ 381.26% |
$1.16M - $1.17M
|
55K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1K+ 49.98% |
$26.6K - $26.8K
|
3K
$80.3K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.55KNew |
$228K - $229K
|
8.55K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.26K- 3.51% |
$33.6K - $33.7K
|
34.6K
$926K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-258- 79.63% |
$6.87K - $6.9K
|
66
$1.77K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.5K- 17.05% |
$120K - $120K
|
21.9K
$586K
|
|