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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
417KNew |
$10.4M - $10.6M
|
417K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
175K+ 21.98% |
$4.38M - $4.44M
|
970K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172K+ 10.61% |
$4.3M - $4.36M
|
1.79M
$45.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
108K+ 186.06% |
$2.7M - $2.74M
|
166K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
91.7K+ 182.27% |
$2.3M - $2.33M
|
142K
$3.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
89.1KNew |
$2.23M - $2.27M
|
89.1K
$2.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.5K+ 10.46% |
$2.19M - $2.22M
|
924K
$23.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
84.7K+ 1075.16% |
$2.12M - $2.15M
|
92.6K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69.5K+ 8.57% |
$1.74M - $1.77M
|
880K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
62.5K+ 55.89% |
$1.57M - $1.59M
|
174K
$4.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56K+ 37.98% |
$1.41M - $1.42M
|
204K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
43.2KNew |
$1.08M - $1.1M
|
43.2K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
36.4KNew |
$912K - $925K
|
36.4K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.8K+ 11.93% |
$847K - $858K
|
317K
$8.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.7K+ 35.67% |
$795K - $806K
|
121K
$3.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
31.2K+ 30.67% |
$784K - $795K
|
133K
$3.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
31.2K+ 4.58% |
$782K - $793K
|
712K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
29.4K+ 61.43% |
$738K - $748K
|
77.3K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
29.2KNew |
$731K - $741K
|
29.2K
$737K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
27.2KNew |
$682K - $692K
|
27.2K
$688K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24.1K+ 193.13% |
$604K - $613K
|
36.6K
$925K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
23.8K+ 194.57% |
$596K - $605K
|
36K
$910K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23.3K+ 8.52% |
$585K - $593K
|
297K
$7.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23.3K+ 17.63% |
$585K - $593K
|
156K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.1K+ 2.52% |
$555K - $562K
|
900K
$22.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
21.6KNew |
$541K - $548K
|
21.6K
$545K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20.7KNew |
$519K - $526K
|
20.7K
$523K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
20.5K+ 77.76% |
$514K - $521K
|
46.9K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
19.2K+ 6.69% |
$480K - $487K
|
305K
$7.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
18KNew |
$451K - $457K
|
18K
$454K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
17K+ 37.74% |
$427K - $432K
|
62.1K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
16.4K+ 54.43% |
$411K - $417K
|
46.5K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
16.2KNew |
$406K - $412K
|
16.2K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$335K - $340K
|
13.4K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12K+ 3.69% |
$301K - $306K
|
337K
$8.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.8K+ 67.66% |
$295K - $299K
|
29.1K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11K+ 137.07% |
$277K - $281K
|
19.1K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.2K+ 7.88% |
$257K - $260K
|
140K
$3.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.95KNew |
$250K - $253K
|
9.95K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.87K+ 23.15% |
$247K - $251K
|
52.5K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
9.84KNew |
$247K - $250K
|
9.84K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
9.83KNew |
$247K - $250K
|
9.83K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9.52K+ 48.62% |
$239K - $242K
|
29.1K
$736K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.45K+ 64.7% |
$237K - $240K
|
24K
$608K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.4K+ 12.72% |
$236K - $239K
|
83.3K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.01K+ 4.18% |
$226K - $229K
|
225K
$5.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.26KNew |
$207K - $210K
|
8.26K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.12KNew |
$204K - $206K
|
8.12K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.27K+ 19.6% |
$182K - $185K
|
44.3K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7KNew |
$176K - $178K
|
7K
$177K
|