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 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
9.77K+ 5.25% |
$247K - $250K
|
196K
$4.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.4K+ 6.43% |
$290K - $293K
|
190K
$4.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.17K+ 5.64% |
$29.6K - $29.9K
|
21.9K
$556K
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-790- 1.75% |
$20K - $20.2K
|
44.3K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
785+ 9.76% |
$19.9K - $20.1K
|
8.83K
$224K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
890+ 6.39% |
$22.5K - $22.7K
|
14.8K
$376K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
123+ 0.7% |
$3.11K - $3.14K
|
17.6K
$447K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
50+ 0.16% |
$1.27K - $1.28K
|
32.2K
$817K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
173New |
$4.38K - $4.42K
|
173
$4.39K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
699+ 1.56% |
$17.7K - $17.9K
|
45.4K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.04K+ 21.5% |
$229K - $231K
|
51.1K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.49K- 5.18% |
$37.7K - $38.1K
|
27.3K
$692K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.02K+ 2.52% |
$51K - $51.5K
|
82.1K
$2.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
38New |
$961 - $971
|
38
$964
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
837+ 1.3% |
$21.2K - $21.4K
|
65.4K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6.3K+ 20.5% |
$159K - $161K
|
37K
$939K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-24- 0.27% |
$607 - $613
|
8.81K
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.6K+ 30.08% |
$344K - $347K
|
58.8K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.42K+ 5.37% |
$213K - $215K
|
165K
$4.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.69KNew |
$68.1K - $68.8K
|
2.69K
$68.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-93- 0.91% |
$2.35K - $2.38K
|
10.2K
$258K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
216K+ 1361.01% |
$5.48M - $5.53M
|
232K
$5.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
43+ 0.62% |
$1.09K - $1.1K
|
6.97K
$177K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-4.78K- 10.2% |
$121K - $122K
|
42.1K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
21.7KNew |
$548K - $554K
|
21.7K
$549K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
25.5KNew |
$646K - $653K
|
25.5K
$647K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.41K- 10.52% |
$35.6K - $36K
|
12K
$304K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.07K- 3.99% |
$204K - $206K
|
194K
$4.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.05K- 4.41% |
$77.1K - $77.9K
|
66K
$1.67M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.03K+ 3.77% |
$26K - $26.3K
|
28.3K
$717K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
47.5K+ 11.21% |
$1.2M - $1.22M
|
472K
$12M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-280- 0.27% |
$6.99K - $7.1K
|
103K
$2.62M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
44New |
$1.1K - $1.12K
|
44
$1.12K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.38K+ 31.91% |
$159K - $162K
|
26.4K
$669K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
29.3K+ 148.1% |
$731K - $742K
|
49.1K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-103- 0.78% |
$2.57K - $2.61K
|
13K
$331K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
13.2KNew |
$330K - $335K
|
13.2K
$335K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-634- 4.33% |
$15.8K - $16.1K
|
14K
$355K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.85KNew |
$246K - $250K
|
9.85K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
409+ 5.73% |
$10.2K - $10.4K
|
7.55K
$191K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
910New |
$22.7K - $23.1K
|
910
$23.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
51KNew |
$1.27M - $1.29M
|
51K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.63KNew |
$216K - $219K
|
8.63K
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.82K+ 20.9% |
$245K - $249K
|
56.8K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
103New |
$2.57K - $2.61K
|
103
$2.61K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.1KNew |
$377K - $383K
|
15.1K
$383K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.04K- 6.91% |
$25.9K - $26.2K
|
14K
$354K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8KNew |
$200K - $203K
|
8K
$203K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.4KNew |
$260K - $264K
|
10.4K
$264K
|
|