Latest Institutional Transactions on Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBMQ) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 6.1% |
$26.5K - $27K
|
18.4K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
636K+ 56.83% |
$15.9M - $16.3M
|
1.76M
$44.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
8.75K+ 73.07% |
$219K - $224K
|
20.7K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.9K+ 68.78% |
$649K - $663K
|
63.6K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
30.1K+ 68.79% |
$754K - $770K
|
73.8K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.4K- 3.89% |
$362K - $370K
|
357K
$9.02M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
15.2KNew |
$380K - $388K
|
15.2K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.13K+ 15.74% |
$104K - $106K
|
30.4K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4.45K- 33.71% |
$112K - $114K
|
8.75K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.9K+ 85.63% |
$573K - $586K
|
49.6K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-7.92K- 43.2% |
$198K - $203K
|
10.4K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-132K- 16.08% |
$3.31M - $3.38M
|
690K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
201K+ 128.95% |
$5.04M - $5.15M
|
357K
$9.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.96KNew |
$199K - $204K
|
7.96K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.09K- 7.49% |
$27.2K - $27.8K
|
13.4K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.79K+ 6.8% |
$170K - $174K
|
107K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.6K+ 67.06% |
$841K - $859K
|
83.6K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
56+ 0.18% |
$1.4K - $1.43K
|
31.7K
$802K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-192- 1.04% |
$4.81K - $4.91K
|
18.3K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40+ 0.32% |
$1K - $1.02K
|
12.7K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-40.7K- 30.18% |
$1.02M - $1.04M
|
94.2K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
370KNew |
$9.28M - $9.47M
|
370K
$9.36M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.17K+ 7.34% |
$155K - $158K
|
90.1K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.13K+ 3.3% |
$78.3K - $80K
|
97.8K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8.74K- 45.01% |
$219K - $224K
|
10.7K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.9K+ 23.27% |
$47.5K - $48.5K
|
10K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.6KNew |
$416K - $425K
|
16.6K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.4KNew |
$235K - $240K
|
9.4K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4K+ 28.17% |
$100K - $102K
|
18.2K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.3K- 5.86% |
$961K - $981K
|
616K
$15.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29K- 3.35% |
$727K - $743K
|
836K
$21.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
240KNew |
$6.01M - $6.14M
|
240K
$6.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.2K- 4.53% |
$257K - $262K
|
216K
$5.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.29K+ 5.83% |
$108K - $110K
|
77.9K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.5K+ 18.39% |
$638K - $652K
|
164K
$4.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
691+ 6.2% |
$17.3K - $17.7K
|
11.8K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
7.73K+ 16.8% |
$194K - $198K
|
53.7K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
32.3K+ 10.89% |
$809K - $826K
|
329K
$8.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
13.3KNew |
$333K - $340K
|
13.3K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.87K+ 24.21% |
$147K - $150K
|
30.1K
$762K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59.9K+ 7.32% |
$1.5M - $1.53M
|
878K
$22.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 0.65% |
$351 - $358
|
2.15K
$54.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.6K- 5.23% |
$416K - $424K
|
301K
$7.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.6K+ 3.51% |
$40.1K - $41K
|
47.3K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
255+ 1.69% |
$6.39K - $6.53K
|
15.3K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.27K+ 46.15% |
$182K - $186K
|
23K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
955New |
$23.9K - $24.4K
|
955
$24.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30K- 50.5% |
$751K - $767K
|
29.4K
$743K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-62- 0.08% |
$1.55K - $1.59K
|
80.9K
$2.05M
|