Latest Institutional Transactions on Ishares Tr Ibonds December 202 (IBMO)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds December 202 (IBMO) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-792- 2.13% |
$20.2K - $20.3K
|
36.3K
$930K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-961- 5.87% |
$24.5K - $24.6K
|
15.4K
$395K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$25.5 - $25.6
|
13.7K
$351K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.05K+ 38.39% |
$231K - $232K
|
32.6K
$836K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.77K- 2.97% |
$45K - $45.2K
|
57.6K
$1.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1K- 2.3% |
$25.5K - $25.6K
|
42.6K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.28K+ 3.11% |
$186K - $187K
|
242K
$6.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.17K- 0.46% |
$55.3K - $55.5K
|
472K
$12.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
736+ 1.12% |
$18.8K - $18.9K
|
66.5K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
400+ 0.58% |
$10.2K - $10.2K
|
69K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10K+ 5.03% |
$255K - $256K
|
209K
$5.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
46.8K+ 27.7% |
$1.19M - $1.2M
|
216K
$5.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.6K+ 9.39% |
$321K - $322K
|
146K
$3.75M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
8K+ 22.97% |
$204K - $205K
|
42.8K
$1.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-55.2K- 81.08% |
$1.41M - $1.41M
|
12.9K
$330K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.62K- 7.3% |
$195K - $196K
|
96.9K
$2.48M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.17K- 23.61% |
$209K - $210K
|
26.4K
$676K
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.37K+ 7.9% |
$112K - $112K
|
59.7K
$1.53M
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
2+ 0.01% |
$51.2 - $51.4
|
18.4K
$471K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.15K- 12.38% |
$29.4K - $29.6K
|
8.13K
$208K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
71.9KNew |
$1.84M - $1.85M
|
71.9K
$1.84M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.66K+ 5.0% |
$145K - $145K
|
119K
$3.04M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.22K+ 11.89% |
$56.9K - $57.2K
|
20.9K
$536K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
716New |
$18.3K - $18.4K
|
716
$18.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.6K+ 33.05% |
$374K - $376K
|
58.9K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-351K- 51.02% |
$8.98M - $9.03M
|
337K
$8.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.5K+ 2.01% |
$1.01M - $1.02M
|
2M
$51.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.9K- 70.33% |
$509K - $512K
|
8.4K
$215K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.81K- 37.62% |
$225K - $226K
|
14.6K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-53.9K- 37.46% |
$1.38M - $1.39M
|
90K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57.1K+ 17.9% |
$1.46M - $1.47M
|
376K
$9.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23K+ 11.83% |
$31.5K - $31.7K
|
11.6K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.5K- 7.91% |
$217K - $219K
|
99K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
46.4K+ 13.77% |
$1.19M - $1.19M
|
383K
$9.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.42K- 0.49% |
$36.4K - $36.6K
|
286K
$7.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
713+ 4.71% |
$18.2K - $18.3K
|
15.8K
$406K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
44.5KNew |
$1.14M - $1.14M
|
44.5K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
122K+ 12.91% |
$3.13M - $3.15M
|
1.07M
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.1K+ 4.89% |
$769K - $773K
|
645K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.27K+ 7.03% |
$109K - $110K
|
65K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14.1K- 6.9% |
$362K - $364K
|
191K
$4.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.83K+ 24.52% |
$72.5K - $72.9K
|
14.4K
$369K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12KNew |
$308K - $310K
|
12K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
17.2KNew |
$439K - $442K
|
17.2K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12K+ 11.12% |
$308K - $309K
|
120K
$3.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 3.44% |
$36.7K - $36.9K
|
43.2K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
251+ 0.6% |
$6.42K - $6.46K
|
42.3K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.4KNew |
$880K - $885K
|
34.4K
$881K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-62- 0.14% |
$1.59K - $1.59K
|
45.3K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-74.3K- 14.78% |
$1.9M - $1.91M
|
429K
$11M
|
|