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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$271K - $272K
|
10.2K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-394- 3.04% |
$10.5K - $10.5K
|
12.6K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
7.5KNew |
$200K - $201K
|
7.5K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.07K+ 14.18% |
$28.4K - $28.5K
|
8.59K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7K- 29.79% |
$186K - $187K
|
16.5K
$442K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-550- 2.36% |
$14.6K - $14.7K
|
22.7K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 166.35% |
$499K - $502K
|
30K
$803K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-7.16K- 48.48% |
$191K - $192K
|
7.61K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.45K- 31.04% |
$91.9K - $92.3K
|
7.67K
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
584+ 3.99% |
$15.6K - $15.6K
|
15.2K
$408K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.77K- 2.87% |
$73.7K - $74.1K
|
93.7K
$2.51M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-627- 10.63% |
$16.7K - $16.8K
|
5.27K
$141K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.5K+ 14.72% |
$39.9K - $40.1K
|
11.7K
$313K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
152+ 1.33% |
$4.05K - $4.07K
|
11.6K
$310K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
9.68KNew |
$257K - $258K
|
9.68K
$259K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
20.8KNew |
$551K - $554K
|
20.8K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.7KNew |
$311K - $313K
|
11.7K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-1- 0.02% |
$26.6 - $26.7
|
4.17K
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
15.9KNew |
$423K - $425K
|
15.9K
$427K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-3.53K- 18.88% |
$93.7K - $94.1K
|
15.2K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
924New |
$24.5K - $24.6K
|
924
$24.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
858+ 4.5% |
$22.8K - $22.9K
|
19.9K
$533K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.02K+ 56.01% |
$160K - $160K
|
16.8K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-47- 5.88% |
$1.25K - $1.25K
|
752
$20.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4.5K- 18.0% |
$119K - $120K
|
20.5K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
140New |
$3.72K - $3.73K
|
140
$3.75K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.23K+ 3.03% |
$85.7K - $86.1K
|
110K
$2.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-14.1K- 20.02% |
$376K - $377K
|
56.5K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.7% |
$133 - $133
|
721
$19.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.11K+ 5.4% |
$29.5K - $29.6K
|
21.7K
$580K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.18K+ 3.28% |
$84K - $84.8K
|
100K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.6KNew |
$305K - $308K
|
11.6K
$309K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.74K- 19.84% |
$72.4K - $73K
|
11.1K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
90.9KNew |
$2.4M - $2.42M
|
90.9K
$2.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
397New |
$10.5K - $10.6K
|
397
$10.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.9K- 18.22% |
$50.3K - $50.8K
|
8.54K
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.9KNew |
$500K - $504K
|
18.9K
$506K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.75K- 4.46% |
$205K - $207K
|
166K
$4.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.4K- 24.02% |
$988K - $997K
|
118K
$3.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
33.8KNew |
$892K - $900K
|
33.8K
$903K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.73% |
$26.3 - $26.5
|
138
$3.69K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
914New |
$24.1K - $24.2K
|
914
$24.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-697- 2.39% |
$18.4K - $18.5K
|
28.5K
$762K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98KNew |
$52K - $52.3K
|
1.98K
$52.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.6KNew |
$226K - $228K
|
8.6K
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.06K+ 30.67% |
$27.8K - $27.9K
|
4.5K
$120K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.7KNew |
$97.5K - $98K
|
3.7K
$99K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.58KNew |
$226K - $227K
|
8.58K
$230K
|
|
| Q1 2024 | |||||||
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
305New |
$8.05K - $8.1K
|
305
$8.16K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
60+ 0.67% |
$1.58K - $1.59K
|
9.01K
$241K
|
|