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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.79K- 5.43% |
$47.4K - $47.6K
|
31.2K
$831K
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
37.8K+ 48.96% |
$998K - $1M
|
115K
$3.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.81K- 45.0% |
$206K - $207K
|
9.55K
$254K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.87K- 22.12% |
$102K - $103K
|
13.6K
$362K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-720- 86.75% |
$19K - $19.1K
|
110
$2.92K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
66.2K+ 579.1% |
$1.72M - $1.76M
|
77.6K
$2.06M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.65K- 54.1% |
$42.9K - $43.8K
|
1.4K
$37.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
728New |
$18.9K - $19.3K
|
728
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.6KNew |
$535K - $546K
|
20.6K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$644K - $657K
|
24.8K
$658K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
597+ 5.6% |
$15.5K - $15.9K
|
11.3K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.33% |
$104 - $106
|
1.22K
$32.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.82KNew |
$203K - $208K
|
7.82K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.17KNew |
$186K - $190K
|
7.17K
$191K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17.6KNew |
$457K - $466K
|
17.6K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
78+ 15.63% |
$2.03K - $2.07K
|
577
$15.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.5KNew |
$272K - $278K
|
10.5K
$278K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.88K+ 93.09% |
$205K - $209K
|
16.3K
$435K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
351+ 85.19% |
$9.13K - $9.32K
|
763
$20.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 185.4% |
$552K - $563K
|
32.7K
$868K
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.85K+ 7.52% |
$100K - $102K
|
55K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.1KNew |
$289K - $295K
|
11.1K
$296K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$26 - $26.6
|
18.2K
$483K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
113KNew |
$2.94M - $3M
|
113K
$3M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.09K- 4.39% |
$54.3K - $55.4K
|
45.4K
$1.21M
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.17KNew |
$213K - $215K
|
8.17K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
137K+ 6.63% |
$3.57M - $3.61M
|
2.2M
$58.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.11KNew |
$107K - $108K
|
4.11K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.39KNew |
$88.5K - $89.5K
|
3.39K
$90.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.58KNew |
$224K - $226K
|
8.58K
$228K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.94K- 49.26% |
$207K - $209K
|
8.18K
$217K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-540- 2.3% |
$14.1K - $14.2K
|
23K
$610K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5KNew |
$130K - $132K
|
5K
$133K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.05K+ 12.88% |
$27.4K - $28K
|
9.21K
$245K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
979+ 1.11% |
$25.6K - $26.1K
|
89.3K
$2.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.53KNew |
$66.1K - $67.3K
|
2.53K
$67.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-23.2K- 35.35% |
$605K - $617K
|
42.4K
$1.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-3.09K- 12.5% |
$80.8K - $82.3K
|
21.6K
$575K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275New |
$7.19K - $7.34K
|
275
$7.31K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-5.62K- 40.82% |
$147K - $150K
|
8.15K
$217K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12KNew |
$313K - $319K
|
12K
$318K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
336+ 1.94% |
$8.79K - $8.97K
|
17.6K
$469K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55New |
$1.44K - $1.47K
|
55
$1.46K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.57KNew |
$198K - $202K
|
7.57K
$201K
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
26.9KNew |
$694K - $712K
|
26.9K
$714K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.12KNew |
$54.7K - $56.1K
|
2.12K
$56.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.9KNew |
$307K - $315K
|
11.9K
$316K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2KNew |
$31K - $31.8K
|
1.2K
$31.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.06K+ 36.04% |
$234K - $240K
|
34.2K
$910K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.83KNew |
$202K - $207K
|
7.83K
$208K
|
|