Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-56.7K- 8.25% |
$1.43M - $1.46M
|
631K
$16.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-11.8K- 4.83% |
$297K - $302K
|
232K
$5.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.81K- 36.78% |
$197K - $200K
|
13.4K
$343K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.3K- 17.86% |
$134K - $136K
|
24.4K
$622K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.04K- 24.17% |
$127K - $129K
|
15.8K
$404K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.37K- 8.18% |
$110K - $112K
|
49K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.1K- 3.46% |
$53K - $53.9K
|
58.6K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 91.7% |
$50.2K - $51K
|
180
$4.59K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.66K- 9.22% |
$41.9K - $42.6K
|
16.3K
$417K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 2.41% |
$30.1K - $30.6K
|
48.2K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-905- 8.88% |
$22.9K - $23.2K
|
9.28K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-475- 1.1% |
$12K - $12.2K
|
42.7K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-43- 0.45% |
$1.09K - $1.1K
|
9.6K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 0.41% |
$202 - $205
|
1.94K
$49.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-181K- 89.98% |
$4.54M - $4.57M
|
20.1K
$513K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-160K- 70.34% |
$4.03M - $4.06M
|
67.6K
$1.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-65.3K- 74.02% |
$1.64M - $1.65M
|
22.9K
$585K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-47K- 10.32% |
$1.18M - $1.19M
|
409K
$10.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.8K- 49.77% |
$575K - $578K
|
23K
$588K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-19.9K- 44.19% |
$501K - $505K
|
25.2K
$642K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18.9K- 6.89% |
$476K - $479K
|
256K
$6.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-17.5K- 57.98% |
$441K - $444K
|
12.7K
$324K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.5K- 2.93% |
$416K - $418K
|
548K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.7K- 27.08% |
$319K - $322K
|
34.2K
$873K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-10.3K- 8.62% |
$259K - $261K
|
109K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-10K- 29.46% |
$252K - $254K
|
24K
$612K
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.93K- 2.59% |
$200K - $201K
|
298K
$7.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.47K- 19.75% |
$163K - $164K
|
26.3K
$671K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.06K- 6.47% |
$152K - $153K
|
87.6K
$2.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.18K- 37.89% |
$130K - $131K
|
8.5K
$217K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.02K- 17.16% |
$126K - $127K
|
24.2K
$618K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.01K- 24.78% |
$101K - $102K
|
12.2K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4K- 5.71% |
$101K - $101K
|
66.1K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.28K- 5.52% |
$57.3K - $57.7K
|
39K
$995K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.31K- 0.27% |
$33K - $33.2K
|
492K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.05K- 1.82% |
$26.4K - $26.6K
|
56.6K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-927- 2.41% |
$23.3K - $23.5K
|
37.6K
$959K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-291- 0.9% |
$7.32K - $7.37K
|
31.9K
$814K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-208- 1.32% |
$5.23K - $5.27K
|
15.5K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-157- 1.62% |
$3.95K - $3.98K
|
9.55K
$244K
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.82K- 10.47% |
$96.8K - $97.5K
|
32.6K
$833K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-770- 8.4% |
$19.5K - $19.7K
|
8.4K
$214K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-368- 3.28% |
$9.33K - $9.39K
|
10.9K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-120- 33.8% |
$3.04K - $3.06K
|
235
$6K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11- 0.05% |
$279 - $281
|
24K
$612K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-44.3K- 80.1% |
$1.09M - $1.13M
|
11K
$281K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-25.2K- 52.73% |
$622K - $642K
|
22.6K
$576K
|
|
|
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
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.75K- 54.26% |
$43.2K - $44.7K
|
1.48K
$37.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-267- 3.86% |
$6.6K - $6.81K
|
6.65K
$170K
|
|