Latest Institutional Purchases of Ishares Tr Ibonds December 202 (IBMP)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds December 202 (IBMP) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
31.2K+ 30.67% |
$784K - $795K
|
133K
$3.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
29.2KNew |
$731K - $741K
|
29.2K
$734K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
27.2KNew |
$682K - $692K
|
27.2K
$685K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23.3K+ 8.52% |
$585K - $593K
|
297K
$7.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23.3K+ 17.63% |
$585K - $593K
|
156K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
20.5K+ 77.76% |
$514K - $521K
|
46.9K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.8K+ 67.66% |
$295K - $299K
|
29.1K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.2K+ 7.88% |
$257K - $260K
|
140K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.95KNew |
$250K - $253K
|
9.95K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.87K+ 23.15% |
$247K - $251K
|
52.5K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
9.83KNew |
$247K - $250K
|
9.83K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.26KNew |
$207K - $210K
|
8.26K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7KNew |
$176K - $178K
|
7K
$176K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.34K+ 0.76% |
$134K - $136K
|
709K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.73K+ 3.73% |
$119K - $120K
|
131K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.32K+ 0.81% |
$83.4K - $84.5K
|
415K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.61K+ 2.08% |
$65.5K - $66.4K
|
128K
$3.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.49K+ 3.03% |
$37.4K - $38K
|
50.7K
$1.28M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.37K+ 6.1% |
$34.4K - $34.8K
|
23.8K
$600K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
79+ 0.8% |
$1.98K - $2.01K
|
9.98K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 0.8% |
$150 - $153
|
756
$19K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
105K+ 6.91% |
$2.61M - $2.66M
|
1.62M
$40.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
94.5K+ 143.51% |
$2.36M - $2.41M
|
160K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71.8K+ 9.4% |
$1.79M - $1.83M
|
836K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
65.5K+ 8.97% |
$1.63M - $1.67M
|
795K
$20M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
55.4KNew |
$1.38M - $1.41M
|
55.4K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.6K+ 16.28% |
$987K - $1.01M
|
283K
$7.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
36.7K+ 8.58% |
$913K - $934K
|
464K
$11.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.3K+ 4.31% |
$904K - $924K
|
878K
$22.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.6K+ 66.87% |
$887K - $907K
|
88.9K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34.8KNew |
$867K - $886K
|
34.8K
$876K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
32.1KNew |
$800K - $818K
|
32.1K
$808K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
31.1K+ 115.88% |
$775K - $792K
|
57.9K
$1.46M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28.6KNew |
$713K - $728K
|
28.6K
$720K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
28K+ 9.44% |
$699K - $714K
|
325K
$8.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.3K+ 30.73% |
$655K - $669K
|
112K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.4K+ 94.39% |
$609K - $622K
|
50.3K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.2K+ 2.48% |
$577K - $590K
|
958K
$24.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.8K+ 27.39% |
$518K - $530K
|
96.7K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20K+ 2.53% |
$499K - $510K
|
811K
$20.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
16.8K+ 2.54% |
$420K - $429K
|
681K
$17.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.9KNew |
$396K - $405K
|
15.9K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.5KNew |
$311K - $318K
|
12.5K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4K+ 22.42% |
$310K - $317K
|
67.9K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2KNew |
$304K - $311K
|
12.2K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12K+ 8.88% |
$300K - $306K
|
148K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.7K+ 3.27% |
$293K - $299K
|
370K
$9.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11.6KNew |
$289K - $295K
|
11.6K
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10.9K+ 19.55% |
$273K - $279K
|
66.9K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
10.2KNew |
$255K - $261K
|
10.2K
$258K
|
|