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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 0.52% |
$32K - $32.8K
|
248K
$6.23M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.07K+ 30.57% |
$101K - $104K
|
17.4K
$437K
|
|
| Q2 2024 | |||||||
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.06K+ 0.37% |
$26.3K - $26.6K
|
285K
$7.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
20.9K+ 39.41% |
$519K - $524K
|
73.9K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 2.08% |
$74.5 - $75.2
|
147
$3.69K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-500- 4.55% |
$12.4K - $12.5K
|
10.5K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
173New |
$4.3K - $4.34K
|
173
$4.35K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-15.1K- 43.71% |
$376K - $379K
|
19.5K
$490K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.93K- 14.1% |
$122K - $124K
|
30K
$754K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.5K- 91.21% |
$510K - $515K
|
1.98K
$49.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
169+ 0.5% |
$4.2K - $4.24K
|
33.7K
$846K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.99KNew |
$49.4K - $49.9K
|
1.99K
$50K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.13KNew |
$202K - $204K
|
8.13K
$204K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.86K- 20.65% |
$170K - $172K
|
26.4K
$663K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.52KNew |
$62.7K - $63.3K
|
2.52K
$63.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
34+ 0.59% |
$844 - $853
|
5.76K
$145K
|
|
| Q1 2024 | |||||||
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
350New |
$8.81K - $8.89K
|
350
$8.8K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
63+ 0.67% |
$1.59K - $1.6K
|
9.52K
$239K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-443- 57.98% |
$11.2K - $11.3K
|
321
$8.07K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31KNew |
$780K - $788K
|
31K
$779K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.97K+ 13.05% |
$49.5K - $50K
|
17K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.4K+ 255.72% |
$640K - $646K
|
35.4K
$889K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2KNew |
$508K - $513K
|
20.2K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.55KNew |
$215K - $217K
|
8.55K
$215K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
51.7K+ 7.44% |
$1.3M - $1.31M
|
746K
$18.7M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-140- 13.08% |
$3.52K - $3.56K
|
930
$23.4K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
42.3KNew |
$1.06M - $1.07M
|
42.3K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
197+ 1.89% |
$4.96K - $5.01K
|
10.6K
$266K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
935+ 3.8% |
$23.5K - $23.8K
|
25.5K
$642K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
32.8K+ 322.39% |
$827K - $835K
|
43K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.59K+ 7.84% |
$65.2K - $65.8K
|
35.7K
$896K
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
BUY
|
- |
160KNew |
$4.04M - $4.08M
|
160K
$4.03M
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.4K- 99.08% |
$911K - $951K
|
349
$8.77K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-28.7K- 69.66% |
$700K - $731K
|
12.5K
$315K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.25K- 45.87% |
$30.5K - $31.8K
|
1.48K
$37.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2K- 16.69% |
$48.6K - $50.7K
|
9.96K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.73% |
$219 - $229
|
1.25K
$31.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$267K - $278K
|
10.9K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8KNew |
$195K - $203K
|
8K
$201K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-267- 3.14% |
$6.5K - $6.79K
|
8.24K
$207K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
812New |
$19.8K - $20.6K
|
812
$20.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.8K+ 210.88% |
$554K - $578K
|
33.5K
$843K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.13KNew |
$198K - $207K
|
8.13K
$204K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.68K- 4.86% |
$65.2K - $68K
|
52.4K
$1.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.43K+ 17.98% |
$83.4K - $87.1K
|
22.5K
$565K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.34KNew |
$229K - $235K
|
9.34K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$264K - $271K
|
10.8K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
332New |
$8.13K - $8.35K
|
332
$8.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.31KNew |
$106K - $108K
|
4.31K
$108K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4KNew |
$97.9K - $101K
|
4K
$101K
|
|