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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31.7KNew |
$804K - $809K
|
31.7K
$808K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
72New |
$1.83K - $1.84K
|
72
$1.84K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.2KNew |
$539K - $542K
|
21.2K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.45K+ 46.76% |
$189K - $190K
|
23.4K
$596K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.39KNew |
$187K - $189K
|
7.39K
$188K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3KNew |
$261K - $263K
|
10.3K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
27.5K+ 3.95% |
$698K - $703K
|
724K
$18.5M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-120- 33.8% |
$3.04K - $3.06K
|
235
$5.99K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-368- 3.28% |
$9.33K - $9.39K
|
10.9K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-770- 8.4% |
$19.5K - $19.7K
|
8.4K
$214K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11- 0.05% |
$279 - $281
|
24K
$612K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
31.2K+ 204.95% |
$792K - $797K
|
46.5K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.04KNew |
$204K - $205K
|
8.04K
$205K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.82K- 10.47% |
$96.8K - $97.5K
|
32.6K
$832K
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
136KNew |
$3.44M - $3.46M
|
136K
$3.46M
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
120New |
$2.97K - $3.06K
|
120
$3.06K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.75K- 54.26% |
$43.2K - $44.7K
|
1.48K
$37.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
760New |
$18.8K - $19.4K
|
760
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.3K- 80.1% |
$1.09M - $1.13M
|
11K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10KNew |
$247K - $255K
|
10K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.38% |
$173 - $179
|
1.85K
$47.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.47KNew |
$209K - $216K
|
8.47K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
690New |
$17K - $17.6K
|
690
$17.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$269K - $278K
|
10.9K
$278K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
800+ 6.84% |
$19.8K - $20.4K
|
12.5K
$319K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
17.1KNew |
$423K - $437K
|
17.1K
$437K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$198K - $204K
|
8K
$204K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
802New |
$19.8K - $20.5K
|
802
$20.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.76K+ 18.18% |
$118K - $121K
|
30.9K
$788K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-267- 3.86% |
$6.6K - $6.81K
|
6.65K
$170K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$198K - $204K
|
8K
$204K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.57K- 5.95% |
$63.5K - $65.6K
|
40.6K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
9.69KNew |
$239K - $247K
|
9.69K
$247K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1K+ 3.09% |
$24.8K - $25.3K
|
33.4K
$852K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.3KNew |
$106K - $108K
|
4.3K
$109K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.06KNew |
$224K - $229K
|
9.06K
$231K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1KNew |
$24.8K - $25.3K
|
1K
$25.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
60+ 0.32% |
$1.49K - $1.52K
|
18.9K
$482K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.9K- 4.39% |
$97.3K - $99.9K
|
84.8K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
130+ 3.83% |
$3.24K - $3.33K
|
3.52K
$89.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
11.7KNew |
$291K - $299K
|
11.7K
$297K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$65.7K - $67.5K
|
2.63K
$67.1K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-228- 1.64% |
$5.7K - $5.85K
|
13.6K
$348K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$1.45K - $1.49K
|
58
$1.48K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.4KNew |
$230K - $238K
|
9.4K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.26KNew |
$55.4K - $57.3K
|
2.26K
$57.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
600New |
$14.7K - $15.2K
|
600
$15.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.74K- 31.14% |
$165K - $171K
|
14.9K
$380K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
39+ 0.4% |
$956 - $988
|
9.73K
$248K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
27.3KNew |
$669K - $691K
|
27.3K
$696K
|
|