Latest Institutional Transactions on Ishares Tr Ibonds December 202 (IBMP)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds December 202 (IBMP) 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 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-898- 6.72% |
$22.4K - $22.9K
|
12.5K
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.31K+ 26.77% |
$157K - $161K
|
29.9K
$751K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.1K+ 23.61% |
$77.1K - $78.8K
|
16.2K
$407K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
31.1K+ 115.88% |
$775K - $792K
|
57.9K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-21.5K- 28.12% |
$537K - $549K
|
55.1K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.05K- 14.28% |
$101K - $103K
|
24.3K
$610K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.91K+ 6.76% |
$47.5K - $48.5K
|
30.1K
$757K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10.9K+ 19.55% |
$273K - $279K
|
66.9K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7.88KNew |
$196K - $201K
|
7.88K
$198K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
55.4KNew |
$1.38M - $1.41M
|
55.4K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.18K+ 3.28% |
$29.4K - $30K
|
37.1K
$932K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.23KNew |
$55.6K - $56.8K
|
2.23K
$56.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.16% |
$648 - $662
|
16.2K
$406K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.1K- 2.23% |
$27.5K - $28.1K
|
48.5K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
16.8K+ 2.54% |
$420K - $429K
|
681K
$17.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.98K- 9.25% |
$49.2K - $50.3K
|
19.4K
$487K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
28K+ 9.44% |
$699K - $714K
|
325K
$8.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.39K+ 3.17% |
$34.5K - $35.3K
|
45.1K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.59KNew |
$214K - $219K
|
8.59K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.47K+ 3.57% |
$36.6K - $37.4K
|
42.6K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.9KNew |
$396K - $405K
|
15.9K
$400K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.49KNew |
$212K - $216K
|
8.49K
$213K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.12K+ 10.6% |
$27.8K - $28.4K
|
11.6K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18.7K+ 16.52% |
$467K - $478K
|
132K
$3.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-475- 1.58% |
$11.8K - $12.1K
|
29.6K
$743K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
47+ 0.15% |
$1.17K - $1.2K
|
32K
$805K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
9.91KNew |
$247K - $252K
|
9.91K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.6K+ 66.87% |
$887K - $907K
|
88.9K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.33K+ 9.01% |
$158K - $161K
|
76.5K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.95K+ 0.81% |
$73.5K - $75.1K
|
366K
$9.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20.9K+ 19.2% |
$521K - $533K
|
130K
$3.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.07K+ 12.03% |
$126K - $129K
|
47.2K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.31K+ 5.73% |
$57.5K - $58.8K
|
42.6K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.16K+ 0.77% |
$78.7K - $80.5K
|
411K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-57.9K- 8.34% |
$1.44M - $1.47M
|
636K
$16M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.26K- 4.01% |
$131K - $134K
|
126K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.04K- 4.05% |
$50.8K - $51.9K
|
48.2K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.12K- 29.81% |
$127K - $130K
|
12K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-906- 31.02% |
$22.6K - $23.1K
|
2.02K
$50.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.34K+ 4.98% |
$58.2K - $59.5K
|
49.2K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 16.94% |
$368K - $376K
|
102K
$2.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$99.2K - $101K
|
3.98K
$100K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
558+ 3.47% |
$13.9K - $14.2K
|
16.6K
$418K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
2K+ 3.53% |
$49.8K - $50.9K
|
58.6K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.2K- 29.83% |
$129K - $132K
|
12.2K
$307K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
70.7K+ 34.77% |
$1.76M - $1.8M
|
274K
$6.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11.6KNew |
$289K - $295K
|
11.6K
$291K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
27.3K+ 4.03% |
$680K - $695K
|
704K
$17.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.51K+ 2.85% |
$87.4K - $89.3K
|
127K
$3.18M
|