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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
9.85KNew |
$251K - $252K
|
9.85K
$251K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-970- 7.42% |
$24.7K - $24.9K
|
12.1K
$308K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$25.5 - $25.6
|
13.7K
$350K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
9K+ 37.72% |
$229K - $231K
|
32.9K
$838K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-895- 1.9% |
$22.8K - $22.9K
|
46.1K
$1.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
16K+ 4.07% |
$408K - $411K
|
409K
$10.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
25.4K+ 10.5% |
$647K - $651K
|
267K
$6.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
119+ 0.82% |
$3.03K - $3.05K
|
14.7K
$374K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
43.2KNew |
$1.1M - $1.11M
|
43.2K
$1.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
550+ 0.93% |
$14K - $14.1K
|
60K
$1.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.97K+ 1.28% |
$101K - $102K
|
313K
$7.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.77K- 1.37% |
$45.1K - $45.3K
|
128K
$3.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
853+ 0.33% |
$21.7K - $21.9K
|
260K
$6.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
421+ 0.82% |
$10.7K - $10.8K
|
52K
$1.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9+ 0.06% |
$229 - $231
|
14.7K
$375K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.24KNew |
$210K - $211K
|
8.24K
$210K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
43.1K+ 41.87% |
$1.1M - $1.1M
|
146K
$3.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-42.6K- 51.89% |
$1.09M - $1.09M
|
39.5K
$1.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.46K- 20.27% |
$88.2K - $88.7K
|
13.6K
$347K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
24.8K+ 25.58% |
$631K - $634K
|
122K
$3.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
2.44K+ 2.68% |
$62.1K - $62.4K
|
93.3K
$2.38M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
8.03K+ 22.99% |
$205K - $206K
|
43K
$1.1M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.6K+ 13.54% |
$40.5K - $41.2K
|
13.4K
$342K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.49K- 17.96% |
$139K - $142K
|
25.1K
$639K
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.46K+ 9.0% |
$113K - $115K
|
54K
$1.38M
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-20.2K- 41.82% |
$512K - $521K
|
28.1K
$717K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
5+ 0.04% |
$127 - $129
|
13.1K
$334K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.2K- 59.93% |
$30.5K - $31K
|
803
$20.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
26.5KNew |
$673K - $684K
|
26.5K
$677K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.1K+ 14.44% |
$308K - $313K
|
96.1K
$2.45M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.73K- 8.7% |
$43.8K - $44.5K
|
18.1K
$462K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14KNew |
$354K - $360K
|
14K
$356K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
105K+ 56.45% |
$2.65M - $2.7M
|
290K
$7.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.92KNew |
$252K - $256K
|
9.92K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.19K- 19.25% |
$55.6K - $56.5K
|
9.19K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
40KNew |
$1.02M - $1.03M
|
40K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.7K- 15.61% |
$448K - $456K
|
95.5K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.6K+ 10.01% |
$471K - $479K
|
204K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
46.5KNew |
$1.18M - $1.2M
|
46.5K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.03K+ 5.68% |
$26.2K - $26.6K
|
19.2K
$489K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.28K- 13.19% |
$32.3K - $32.9K
|
8.39K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55+ 0.15% |
$1.4K - $1.42K
|
36.7K
$935K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.53K+ 4.8% |
$140K - $143K
|
121K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.7K+ 2.16% |
$1.13M - $1.15M
|
2.12M
$53.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
179K+ 92.68% |
$4.54M - $4.61M
|
372K
$9.48M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18K+ 4.14% |
$457K - $464K
|
453K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.52K+ 18.94% |
$38.6K - $39.2K
|
9.55K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-72.1K- 30.06% |
$1.83M - $1.86M
|
168K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-40.8K- 48.33% |
$1.04M - $1.05M
|
43.7K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.6KNew |
$447K - $455K
|
17.6K
$450K
|
|