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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
122K+ 12.91% |
$3.13M - $3.15M
|
1.07M
$27.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
103KNew |
$2.64M - $2.66M
|
103K
$2.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
90.3K+ 184.73% |
$2.31M - $2.32M
|
139K
$3.56M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
71.9KNew |
$1.84M - $1.85M
|
71.9K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57.1K+ 17.9% |
$1.46M - $1.47M
|
376K
$9.63M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
52.2K+ 12.66% |
$1.33M - $1.34M
|
464K
$11.9M
|
|
|
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
|
Old Mission Capital LLC
|
BUY
|
- |
44.5KNew |
$1.14M - $1.14M
|
44.5K
$1.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
42.4K+ 27.08% |
$1.08M - $1.09M
|
199K
$5.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.5K+ 2.01% |
$1.01M - $1.02M
|
2M
$51.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
35K+ 50.62% |
$894K - $899K
|
104K
$2.66M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
34.8KNew |
$891K - $896K
|
34.8K
$892K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.4KNew |
$880K - $885K
|
34.4K
$881K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
32.7K+ 88.62% |
$837K - $842K
|
69.7K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.1K+ 4.89% |
$769K - $773K
|
645K
$16.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
26.9K+ 48.15% |
$689K - $693K
|
82.9K
$2.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.2K+ 252.04% |
$645K - $648K
|
35.2K
$902K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
21.7K+ 161.59% |
$554K - $557K
|
35.1K
$898K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.3K+ 45.14% |
$546K - $549K
|
68.6K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
17.2KNew |
$439K - $442K
|
17.2K
$440K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
15.6KNew |
$400K - $402K
|
15.6K
$400K
|
|
|
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 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
14KNew |
$358K - $360K
|
14K
$358K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.5K+ 30.15% |
$346K - $347K
|
58.3K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.5K+ 113.08% |
$320K - $322K
|
23.6K
$604K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12KNew |
$308K - $310K
|
12K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12K+ 11.12% |
$308K - $309K
|
120K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.5KNew |
$294K - $295K
|
11.5K
$294K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7K+ 12.89% |
$273K - $275K
|
93.5K
$2.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.45KNew |
$216K - $217K
|
8.45K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.94K+ 6.05% |
$203K - $204K
|
139K
$3.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.7KNew |
$197K - $198K
|
7.7K
$197K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.76K+ 1.74% |
$173K - $174K
|
395K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.73K+ 4.49% |
$172K - $173K
|
156K
$4.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6.3K+ 20.34% |
$161K - $162K
|
37.3K
$955K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.23KNew |
$159K - $160K
|
6.23K
$159K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.66K+ 5.0% |
$145K - $145K
|
119K
$3.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.24K+ 15.24% |
$134K - $135K
|
39.6K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.85K+ 35.03% |
$124K - $125K
|
18.7K
$479K
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
4.5K+ 18.75% |
$115K - $116K
|
28.5K
$730K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.41K+ 14.18% |
$113K - $114K
|
35.5K
$910K
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.37K+ 7.9% |
$112K - $112K
|
59.7K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.27K+ 7.03% |
$109K - $110K
|
65K
$1.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
3.95K+ 2.09% |
$101K - $102K
|
193K
$4.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.77KNew |
$96.4K - $96.9K
|
3.77K
$96.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.26K+ 9.58% |
$83.3K - $83.7K
|
37.2K
$953K
|
|
|
Nov 12, 2025
Q3 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.24K+ 1.06% |
$82.9K - $83.3K
|
310K
$7.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.14K+ 7.75% |
$80.2K - $80.7K
|
43.6K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
2.99K+ 6.27% |
$76.6K - $77K
|
50.7K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.83K+ 24.52% |
$72.5K - $72.9K
|
14.4K
$369K
|
|