Latest Institutional Purchases of Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2025 Ter (IBMN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.5KNew |
$358K - $360K
|
13.5K
$362K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.6KNew |
$227K - $228K
|
8.6K
$230K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.34KNew |
$220K - $221K
|
8.34K
$223K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
884+ 4.08% |
$23.3K - $23.5K
|
22.6K
$603K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
305New |
$8.05K - $8.1K
|
305
$8.15K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
60+ 0.67% |
$1.58K - $1.59K
|
9.01K
$241K
|
|
Q4 2023 | |||||||
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
113KNew |
$2.94M - $3M
|
113K
$3.02M
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
66.2K+ 579.1% |
$1.72M - $1.76M
|
77.6K
$2.07M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$644K - $657K
|
24.8K
$661K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 185.4% |
$552K - $563K
|
32.7K
$873K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.6KNew |
$535K - $546K
|
20.6K
$549K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17.6KNew |
$457K - $466K
|
17.6K
$469K
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.1KNew |
$289K - $295K
|
11.1K
$297K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.5KNew |
$272K - $278K
|
10.5K
$280K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.17KNew |
$186K - $190K
|
7.17K
$191K
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
3.85K+ 7.52% |
$100K - $102K
|
55K
$1.47M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
728New |
$18.9K - $19.3K
|
728
$19.5K
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
597+ 5.6% |
$15.5K - $15.9K
|
11.3K
$301K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
78+ 15.63% |
$2.03K - $2.07K
|
577
$15.4K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.33% |
$104 - $106
|
1.22K
$32.6K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
137K+ 6.63% |
$3.57M - $3.61M
|
2.2M
$58.8M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.58KNew |
$224K - $226K
|
8.58K
$229K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.17KNew |
$213K - $215K
|
8.17K
$218K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5KNew |
$130K - $132K
|
5K
$134K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.11KNew |
$107K - $108K
|
4.11K
$110K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.39KNew |
$88.5K - $89.5K
|
3.39K
$90.7K
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.53KNew |
$66.1K - $67.3K
|
2.53K
$67.5K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.05K+ 12.88% |
$27.4K - $28K
|
9.21K
$246K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
979+ 1.11% |
$25.6K - $26.1K
|
89.3K
$2.38M
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12KNew |
$313K - $319K
|
12K
$319K
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.57KNew |
$198K - $202K
|
7.57K
$202K
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
336+ 1.94% |
$8.79K - $8.97K
|
17.6K
$472K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275New |
$7.19K - $7.34K
|
275
$7.35K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
55New |
$1.44K - $1.47K
|
55
$1.47K
|
|
Q4 2022 | |||||||
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
31.5KNew |
$814K - $835K
|
31.5K
$842K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
26.9KNew |
$694K - $712K
|
26.9K
$718K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
26.9KNew |
$694K - $712K
|
26.9K
$718K
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
17.4KNew |
$449K - $461K
|
17.4K
$465K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.9KNew |
$307K - $315K
|
11.9K
$318K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.06K+ 36.04% |
$234K - $240K
|
34.2K
$914K
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.12KNew |
$54.7K - $56.1K
|
2.12K
$56.5K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2KNew |
$31K - $31.8K
|
1.2K
$32.1K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
227KNew |
$5.88M - $6.11M
|
227K
$6.07M
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
14KNew |
$363K - $378K
|
14K
$375K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.32KNew |
$241K - $251K
|
9.32K
$249K
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.87KNew |
$230K - $239K
|
8.87K
$237K
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.2KNew |
$212K - $221K
|
8.2K
$219K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.54KNew |
$91.5K - $95.2K
|
3.54K
$94.5K
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
1.1K+ 12.3% |
$28.4K - $29.5K
|
10K
$267K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
216+ 2.43% |
$5.59K - $5.81K
|
9.11K
$243K
|