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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.7K- 42.58% |
$291K - $300K
|
15.8K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.4K+ 3.38% |
$533K - $549K
|
655K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18K+ 43.48% |
$448K - $461K
|
59.4K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.45K+ 79.7% |
$161K - $165K
|
14.5K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.6K- 37.72% |
$140K - $144K
|
9.25K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-664- 6.23% |
$16.5K - $17K
|
10K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.4K+ 5.04% |
$982K - $1.01M
|
822K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-814- 9.09% |
$20.3K - $20.9K
|
8.15K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
99.8K+ 141.21% |
$2.49M - $2.56M
|
170K
$4.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.87K+ 5.02% |
$96.5K - $99.3K
|
81K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.7K+ 19.6% |
$566K - $582K
|
139K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.83K- 2.13% |
$45.5K - $46.8K
|
84K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.69K+ 7.33% |
$67K - $68.9K
|
39.4K
$992K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2KNew |
$303K - $312K
|
12.2K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.81K+ 2538.67% |
$94.9K - $97.6K
|
3.96K
$99.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.4K- 3.75% |
$308K - $317K
|
317K
$8M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.5KNew |
$1.71M - $1.76M
|
68.5K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.6K+ 8.44% |
$438K - $451K
|
226K
$5.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-463- 2.99% |
$11.5K - $11.9K
|
15K
$379K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.63K- 1.19% |
$40.6K - $41.8K
|
135K
$3.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.9K+ 8.11% |
$1.62M - $1.66M
|
865K
$21.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
13.8KNew |
$345K - $355K
|
13.8K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.52% |
$274 - $282
|
2.14K
$53.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.3K+ 26.85% |
$157K - $161K
|
29.8K
$750K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.05K- 14.3% |
$101K - $104K
|
24.3K
$611K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-21.4K- 27.32% |
$534K - $550K
|
57.1K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.3K+ 147.97% |
$307K - $316K
|
20.7K
$520K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.61K+ 27.5% |
$89.9K - $92.5K
|
16.7K
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
950+ 5.22% |
$23.7K - $24.3K
|
19.2K
$482K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
19.1K+ 35.08% |
$476K - $490K
|
73.6K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
37.1KNew |
$923K - $950K
|
37.1K
$934K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-687- 1.84% |
$17.1K - $17.6K
|
36.6K
$923K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.22KNew |
$55.2K - $56.8K
|
2.22K
$55.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.96KNew |
$198K - $204K
|
7.96K
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.16% |
$648 - $666
|
16K
$404K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
18.6K+ 6.7% |
$464K - $477K
|
296K
$7.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.93K- 10.46% |
$48.1K - $49.5K
|
16.5K
$416K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
56.7K+ 9.78% |
$1.41M - $1.45M
|
637K
$16M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.29K- 11.55% |
$57K - $58.6K
|
17.5K
$441K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.54K+ 8.33% |
$88.1K - $90.6K
|
46K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.11K+ 10.64% |
$27.7K - $28.5K
|
11.6K
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
42+ 0.13% |
$1.05K - $1.08K
|
31.7K
$797K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78- 0.02% |
$1.94K - $2K
|
319K
$8.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.41K+ 11.89% |
$160K - $164K
|
60.3K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.3K- 41.6% |
$430K - $443K
|
24.3K
$611K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.98K- 17.48% |
$149K - $153K
|
28.2K
$710K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-1.71K- 3.6% |
$42.5K - $43.7K
|
45.7K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.13K- 29.15% |
$128K - $132K
|
12.5K
$314K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.97KNew |
$98.9K - $102K
|
3.97K
$100K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|