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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8K+ 178.24% |
$905K - $920K
|
56K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.52K+ 52.09% |
$241K - $244K
|
27.8K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
903+ 0.83% |
$22.8K - $23.2K
|
110K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.65K- 11.71% |
$66.9K - $67.9K
|
20K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.48K+ 1.66% |
$37.4K - $38K
|
90.5K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
41.4K+ 4802.9% |
$1.05M - $1.06M
|
42.3K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.5K+ 3.28% |
$1.25M - $1.27M
|
1.56M
$39.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59.9K- 6.92% |
$1.51M - $1.54M
|
806K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.74K- 3.75% |
$69.3K - $70.4K
|
70.5K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.37K- 8.9% |
$136K - $138K
|
55K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.89K- 19.83% |
$47.8K - $48.6K
|
7.65K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.12K+ 12.19% |
$53.6K - $54.4K
|
19.5K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.1K+ 3.25% |
$635K - $645K
|
798K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-611- 0.12% |
$15.4K - $15.7K
|
491K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
211+ 0.78% |
$5.33K - $5.41K
|
27.2K
$693K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.3K+ 23.56% |
$664K - $674K
|
138K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.7K+ 1.19% |
$296K - $300K
|
993K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-661- 6.2% |
$16.7K - $17K
|
10K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.09K- 29.27% |
$179K - $182K
|
17.1K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.57K+ 6.81% |
$39.7K - $40.3K
|
24.6K
$627K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9K+ 29.33% |
$227K - $231K
|
39.7K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
60K+ 58.48% |
$1.52M - $1.54M
|
163K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.7K+ 38.09% |
$1.71M - $1.74M
|
246K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.42K+ 4.0% |
$137K - $139K
|
141K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.55K- 2.91% |
$64.3K - $65.3K
|
85.1K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.96K- 1.62% |
$49.5K - $50.3K
|
119K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.1KNew |
$305K - $310K
|
12.1K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10KNew |
$254K - $258K
|
10K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.18KNew |
$207K - $210K
|
8.18K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.8K- 4.11% |
$424K - $430K
|
392K
$9.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
22.4K+ 111.75% |
$565K - $574K
|
42.4K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.62K- 0.54% |
$40.9K - $41.6K
|
296K
$7.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-503- 3.24% |
$12.7K - $12.9K
|
15K
$382K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
22+ 0.13% |
$556 - $565
|
17K
$432K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-875- 1.77% |
$22.1K - $22.5K
|
48.7K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.99K+ 6.65% |
$75.6K - $76.8K
|
48K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.8K+ 4.61% |
$1.03M - $1.05M
|
925K
$23.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
840New |
$21.2K - $21.6K
|
840
$21.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.24K+ 20.19% |
$107K - $109K
|
25.2K
$643K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.26K+ 6.5% |
$31.9K - $32.4K
|
20.7K
$526K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.22K- 3.6% |
$233K - $237K
|
246K
$6.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.7K- 22.2% |
$68.2K - $69.3K
|
9.47K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.55% |
$50.5 - $51.3
|
364
$9.28K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.25K+ 26.67% |
$158K - $160K
|
29.7K
$756K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.72K- 6.82% |
$43.3K - $44K
|
23.4K
$598K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.3K+ 13.81% |
$159K - $162K
|
51.9K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-21.4K- 31.64% |
$540K - $549K
|
46.2K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.9K+ 5.57% |
$276K - $281K
|
207K
$5.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.86K+ 30.27% |
$97.5K - $99K
|
16.6K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-935- 2.93% |
$23.6K - $24K
|
31K
$789K
|