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 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
29.9KNew |
$749K - $765K
|
29.9K
$753K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
29.5K+ 223.68% |
$740K - $755K
|
42.7K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
930+ 0.78% |
$23.3K - $23.8K
|
120K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.56K- 4.79% |
$39.1K - $39.9K
|
31K
$781K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.36K- 7.55% |
$59.2K - $60.5K
|
28.9K
$729K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
88.4KNew |
$2.21M - $2.26M
|
88.4K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.17K- 0.54% |
$54.4K - $55.5K
|
397K
$10M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$238K - $243K
|
9.5K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 8.74% |
$474K - $484K
|
235K
$5.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.94K+ 13.45% |
$48.5K - $49.6K
|
16.3K
$411K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.54K- 1.19% |
$189K - $193K
|
627K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 28.11% |
$897K - $916K
|
163K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
531+ 1.95% |
$13.3K - $13.6K
|
27.8K
$699K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
9.78KNew |
$245K - $250K
|
9.78K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.36KNew |
$210K - $214K
|
8.36K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 26.42% |
$257K - $263K
|
49.1K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
13.7KNew |
$344K - $352K
|
13.7K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.39K+ 2.81% |
$34.8K - $35.5K
|
50.7K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.28K+ 5.82% |
$107K - $110K
|
77.9K
$1.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.84K+ 0.79% |
$46K - $47K
|
235K
$5.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.11K+ 3.52% |
$203K - $208K
|
239K
$6.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
9.36K+ 19.23% |
$235K - $240K
|
58K
$1.46M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-381- 1.13% |
$9.55K - $9.75K
|
33.3K
$838K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.7KNew |
$366K - $377K
|
14.7K
$370K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.96K+ 4.68% |
$48.7K - $50.1K
|
43.7K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1K+ 8.33% |
$24.9K - $25.6K
|
13K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.14K+ 1.16% |
$28.5K - $29.3K
|
99.9K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.8K+ 163.8% |
$1.46M - $1.51M
|
94.7K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.7K+ 105.85% |
$342K - $352K
|
26.7K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-300- 2.22% |
$7.47K - $7.69K
|
13.2K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
265K+ 65.51% |
$6.59M - $6.78M
|
669K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
42+ 0.24% |
$1.05K - $1.08K
|
17.3K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.52K- 28.87% |
$113K - $116K
|
11.1K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30+ 0.24% |
$747 - $769
|
12.7K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.35K+ 1.46% |
$133K - $137K
|
371K
$9.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
93.2K+ 9.08% |
$2.32M - $2.39M
|
1.12M
$28.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.89K- 4.23% |
$172K - $177K
|
156K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1K+ 42.0% |
$278K - $286K
|
37.7K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.8K- 72.22% |
$1.09M - $1.12M
|
16.8K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 8.05% |
$31.6K - $32.6K
|
14.5K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
593+ 0.34% |
$14.8K - $15.2K
|
173K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.62K- 12.49% |
$65.1K - $67K
|
18.3K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-185- 0.37% |
$4.61K - $4.74K
|
50.1K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26.2KNew |
$654K - $673K
|
26.2K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.85K+ 71.83% |
$95.8K - $98.5K
|
9.2K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
114+ 0.96% |
$2.84K - $2.92K
|
12K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.94K- 9.51% |
$48.4K - $49.8K
|
18.5K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.13K+ 16.52% |
$53.1K - $54.7K
|
15K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.8K+ 2.35% |
$468K - $482K
|
818K
$20.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.7K- 42.58% |
$291K - $300K
|
15.8K
$397K
|
|