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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
37.1KNew |
$923K - $950K
|
37.1K
$938K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
19.1K+ 35.08% |
$476K - $490K
|
73.6K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
22.6K+ 204.26% |
$562K - $579K
|
33.6K
$852K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
950+ 5.22% |
$23.7K - $24.3K
|
19.2K
$485K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-687- 1.84% |
$17.1K - $17.6K
|
36.6K
$928K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.22KNew |
$55.2K - $56.8K
|
2.22K
$56.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.96KNew |
$198K - $204K
|
7.96K
$201K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.16% |
$648 - $666
|
16K
$406K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.15K- 3.41% |
$28.6K - $29.4K
|
32.6K
$825K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
18.6K+ 6.7% |
$464K - $477K
|
296K
$7.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
56.7K+ 9.78% |
$1.41M - $1.45M
|
637K
$16.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.93K- 10.46% |
$48.1K - $49.5K
|
16.5K
$419K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.29K- 11.55% |
$57K - $58.6K
|
17.5K
$443K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.54K+ 8.33% |
$88.1K - $90.6K
|
46K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-3.65K- 11.82% |
$90.9K - $93.6K
|
27.2K
$689K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.26K+ 29.28% |
$81.2K - $83.6K
|
14.4K
$365K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.6K+ 16.18% |
$437K - $450K
|
126K
$3.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.11K+ 10.64% |
$27.7K - $28.5K
|
11.6K
$293K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
42+ 0.13% |
$1.05K - $1.08K
|
31.7K
$802K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.3K- 41.6% |
$430K - $443K
|
24.3K
$614K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.41K+ 11.89% |
$160K - $164K
|
60.3K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78- 0.02% |
$1.94K - $2K
|
319K
$8.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.98K- 17.48% |
$149K - $153K
|
28.2K
$714K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.4K+ 6.57% |
$59.7K - $61.4K
|
38.9K
$984K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
15.2K+ 3.96% |
$379K - $390K
|
399K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-58.5K- 8.44% |
$1.46M - $1.5M
|
634K
$16.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-1.71K- 3.6% |
$42.5K - $43.7K
|
45.7K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.13K- 29.15% |
$128K - $132K
|
12.5K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
286+ 0.58% |
$7.12K - $7.33K
|
49.3K
$1.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.97KNew |
$98.9K - $102K
|
3.97K
$101K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.2KNew |
$329K - $338K
|
13.2K
$334K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 18.85% |
$503K - $517K
|
127K
$3.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.93K- 11.22% |
$48K - $49.3K
|
15.2K
$386K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
71.3K+ 49.23% |
$1.78M - $1.83M
|
216K
$5.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.74K+ 3.89% |
$218K - $224K
|
233K
$5.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.6KNew |
$264K - $272K
|
10.6K
$269K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.91K+ 5.61% |
$97.3K - $100K
|
73.6K
$1.86M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
57+ 0.02% |
$1.42K - $1.46K
|
230K
$5.83M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
904+ 0.56% |
$22.4K - $22.8K
|
163K
$4.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.3K+ 30.85% |
$678K - $688K
|
116K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.06K+ 22.58% |
$125K - $127K
|
27.4K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.6K+ 8.53% |
$2M - $2.03M
|
1.03M
$26M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.96KNew |
$222K - $226K
|
8.96K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.6K+ 29.7% |
$561K - $570K
|
98.8K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.89K+ 11.95% |
$96.4K - $97.9K
|
36.4K
$922K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
150New |
$3.72K - $3.78K
|
150
$3.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.8KNew |
$317K - $322K
|
12.8K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38+ 0.14% |
$943 - $957
|
26.5K
$672K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.35K- 5.86% |
$133K - $135K
|
85.8K
$2.17M
|
|