Latest Institutional Purchases of Ishares Tr Ibonds December 202 (IBMO)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds December 202 (IBMO) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
50K+ 24.14% |
$1.27M - $1.28M
|
257K
$6.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38.3K+ 29.11% |
$972K - $980K
|
170K
$4.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
32.9KNew |
$836K - $843K
|
32.9K
$840K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
23.6K+ 96.64% |
$599K - $604K
|
48K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
19.5K+ 74.08% |
$495K - $499K
|
45.8K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
18.9K+ 24.74% |
$480K - $484K
|
95.3K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.7K+ 65.09% |
$450K - $453K
|
44.9K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
17K+ 37.84% |
$432K - $436K
|
61.9K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 15.31% |
$394K - $397K
|
117K
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.9K+ 4.4% |
$353K - $356K
|
330K
$8.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.2K+ 24.92% |
$310K - $313K
|
61.2K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.8KNew |
$299K - $302K
|
11.8K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
11.5KNew |
$292K - $294K
|
11.5K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.8K+ 24.01% |
$275K - $278K
|
56K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10KNew |
$254K - $256K
|
10K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
9.78KNew |
$249K - $251K
|
9.78K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.68K+ 40.56% |
$246K - $248K
|
33.5K
$856K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.92KNew |
$227K - $228K
|
8.92K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.74K+ 28.56% |
$222K - $224K
|
39.4K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.65KNew |
$220K - $222K
|
8.65K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.36KNew |
$212K - $214K
|
8.36K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.03KNew |
$204K - $206K
|
8.03K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.02KNew |
$204K - $205K
|
8.02K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.52K+ 4.54% |
$191K - $193K
|
173K
$4.42M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
5.87K+ 11.1% |
$149K - $150K
|
58.8K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.09K+ 4.01% |
$104K - $105K
|
106K
$2.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
3.06K+ 9.88% |
$77.7K - $78.4K
|
34K
$869K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
2.65K+ 1.63% |
$67.3K - $67.9K
|
165K
$4.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.25K+ 0.97% |
$57.1K - $57.6K
|
234K
$5.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.47K+ 11.41% |
$37.3K - $37.7K
|
14.4K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.37K+ 1.05% |
$34.8K - $35.2K
|
132K
$3.37M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.18K+ 1.59% |
$30.1K - $30.3K
|
75.5K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
775+ 12.65% |
$19.7K - $19.9K
|
6.9K
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
654+ 6.64% |
$16.6K - $16.8K
|
10.5K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
514+ 0.76% |
$13.1K - $13.2K
|
67.8K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
149New |
$3.78K - $3.82K
|
149
$3.8K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
51+ 0.59% |
$1.3K - $1.31K
|
8.74K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44+ 0.1% |
$1.12K - $1.13K
|
44.3K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
15+ 0.01% |
$381 - $384
|
119K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.67% |
$127 - $128
|
752
$19.2K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.7K+ 38.09% |
$1.71M - $1.74M
|
246K
$6.27M
|
|
|
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
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
41.4K+ 4802.9% |
$1.05M - $1.06M
|
42.3K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.8K+ 4.61% |
$1.03M - $1.05M
|
925K
$23.6M
|
|
|
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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35.7K+ 18.86% |
$903K - $917K
|
225K
$5.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
35.6K+ 12.91% |
$900K - $914K
|
311K
$7.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.9K+ 14.9% |
$881K - $895K
|
269K
$6.86M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.4K+ 12.77% |
$843K - $856K
|
295K
$7.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
31.2K+ 4.69% |
$789K - $802K
|
697K
$17.8M
|
|