Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.67K- 4.79% |
$150K - $151K
|
113K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.2K- 11.75% |
$164K - $165K
|
46.6K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.79K- 7.97% |
$179K - $180K
|
78.4K
$2.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.11K- 14.84% |
$188K - $189K
|
40.8K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.81K- 45.0% |
$206K - $207K
|
9.55K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.91K- 10.44% |
$209K - $210K
|
67.9K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.66K- 8.64% |
$229K - $230K
|
91.5K
$2.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-8.9K- 34.12% |
$235K - $236K
|
17.2K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.58K- 11.85% |
$253K - $254K
|
71.2K
$1.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-10K- 9.56% |
$264K - $266K
|
94.7K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 10.87% |
$287K - $288K
|
89K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14K- 3.83% |
$369K - $371K
|
350K
$9.32M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.2K- 6.28% |
$375K - $377K
|
212K
$5.63M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-15.8K- 50.6% |
$416K - $419K
|
15.4K
$409K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-16.3K- 5.04% |
$429K - $431K
|
306K
$8.15M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.2K- 16.17% |
$453K - $456K
|
89.1K
$2.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-18.6K- 38.96% |
$492K - $495K
|
29.2K
$776K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.1K- 14.63% |
$610K - $614K
|
135K
$3.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-24K- 17.28% |
$634K - $638K
|
115K
$3.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-25.9K- 85.29% |
$683K - $687K
|
4.46K
$119K
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-32.4K- 52.66% |
$854K - $859K
|
29.1K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-38.3K- 42.29% |
$1.01M - $1.02M
|
52.3K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51.9K- 39.14% |
$1.37M - $1.38M
|
80.8K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-88.2K- 14.7% |
$2.33M - $2.34M
|
512K
$13.6M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-109K- 13.2% |
$2.87M - $2.89M
|
715K
$19M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-110K- 99.64% |
$2.9M - $2.91M
|
393
$10.4K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-174K- 88.02% |
$4.58M - $4.61M
|
23.6K
$628K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-176K- 28.94% |
$4.65M - $4.67M
|
432K
$11.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-272K- 26.47% |
$7.19M - $7.23M
|
757K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-272K- 26.47% |
$7.19M - $7.23M
|
757K
$20.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-449K- 88.6% |
$11.9M - $11.9M
|
57.8K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-951K- 78.43% |
$25.1M - $25.3M
|
262K
$6.96M
|