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 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
75+ 0.4% |
$1.84K - $1.89K
|
19K
$477K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1K+ 17.54% |
$24.8K - $25.6K
|
6.7K
$168K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
24.4K+ 305.09% |
$606K - $625K
|
32.4K
$814K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$65.5K - $67.6K
|
2.64K
$66.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.95K- 11.97% |
$123K - $127K
|
36.4K
$915K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
12KNew |
$299K - $308K
|
12K
$302K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
210+ 10.71% |
$5.23K - $5.39K
|
2.17K
$54.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-190- 2.26% |
$4.73K - $4.87K
|
8.2K
$206K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
740New |
$18K - $18.7K
|
740
$18.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
600New |
$14.6K - $15.1K
|
600
$15.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
25.9KNew |
$629K - $653K
|
25.9K
$651K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
21.8KNew |
$531K - $560K
|
21.8K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
45.1KNew |
$1.1M - $1.16M
|
45.1K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.41K- 23.73% |
$83.1K - $87.6K
|
10.9K
$275K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
154KNew |
$3.76M - $3.96M
|
154K
$3.87M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
226+ 2.46% |
$5.51K - $5.81K
|
9.43K
$237K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-962Closed |
$23.7K - $24.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2K- 16.67% |
$49.4K - $50.8K
|
10K
$251K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.3KClosed |
$254K - $262K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-12K- 55.03% |
$295K - $304K
|
9.77K
$246K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-34.2KClosed |
$845K - $871K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
9.18KNew |
$226K - $233K
|
9.18K
$231K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
2.51K+ 103.54% |
$62K - $63.9K
|
4.94K
$124K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
224KNew |
$5.53M - $5.7M
|
224K
$5.63M
|
|
| Q1 2022 | |||||||
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
314New |
$7.97K - $8.48K
|
314
$7.89K
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-5.94KClosed |
$151K - $160K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
12.4KNew |
$313K - $333K
|
12.4K
$310K
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.78KClosed |
$197K - $210K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27Closed |
$725 - $730
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-9.7KClosed |
$261K - $262K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.7KClosed |
$370K - $374K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
1.11K+ 2.54% |
$29.8K - $30.1K
|
44.7K
$1.12M
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-25.3KClosed |
$679K - $695K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
953New |
$25.6K - $26.2K
|
953
$23.9K
|
|
| Q3 2020 | |||||||
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.14KClosed |
$30.5K - $31.1K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-610Closed |
$16.3K - $16.7K
|
0
$0
|
|