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 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.93K- 11.22% |
$48K - $49.3K
|
15.2K
$384K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.6KNew |
$264K - $272K
|
10.6K
$267K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.8KNew |
$317K - $322K
|
12.8K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.89K+ 11.95% |
$96.4K - $97.9K
|
36.4K
$917K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8KNew |
$198K - $202K
|
8K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.53K- 28.37% |
$87.6K - $89K
|
8.92K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-15.6K- 44.48% |
$386K - $392K
|
19.4K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
375New |
$9.3K - $9.45K
|
375
$9.45K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.99KNew |
$49.3K - $50.1K
|
1.99K
$50.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 2.08% |
$74.4 - $75.6
|
147
$3.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.44K- 68.96% |
$110K - $112K
|
2K
$50.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.97K+ 34.5% |
$148K - $150K
|
23.3K
$586K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9.94KNew |
$247K - $250K
|
9.94K
$250K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.6K- 91.18% |
$511K - $519K
|
1.99K
$50.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
204+ 0.72% |
$5.06K - $5.14K
|
28.6K
$721K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.98KNew |
$198K - $201K
|
7.98K
$201K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
34+ 0.6% |
$844 - $856
|
5.72K
$144K
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
8.41KNew |
$209K - $212K
|
8.41K
$212K
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.2KNew |
$865K - $877K
|
34.2K
$862K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
63+ 0.67% |
$1.59K - $1.61K
|
9.45K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$278K - $282K
|
11K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.8KNew |
$804K - $815K
|
31.8K
$801K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31KNew |
$783K - $794K
|
31K
$781K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.5KNew |
$619K - $627K
|
24.5K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.49KNew |
$214K - $217K
|
8.49K
$214K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
42.8K+ 6.03% |
$1.08M - $1.1M
|
754K
$19M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-25- 11.11% |
$632 - $640
|
200
$5.04K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
1K+ 10.0% |
$25.3K - $25.6K
|
11K
$277K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
28.2KNew |
$713K - $722K
|
28.2K
$710K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.32K- 4.06% |
$33.3K - $33.8K
|
31.2K
$786K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
337New |
$8.52K - $8.63K
|
337
$8.49K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.85K- 27.95% |
$46.7K - $47.4K
|
4.77K
$120K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.25K- 45.87% |
$30.3K - $32K
|
1.48K
$37.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
760New |
$18.4K - $19.5K
|
760
$19.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.99K- 9.09% |
$48.3K - $51K
|
19.9K
$502K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.64K+ 566.43% |
$210K - $221K
|
10.2K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9KNew |
$265K - $280K
|
10.9K
$275K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
813New |
$19.7K - $20.8K
|
813
$20.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.25K+ 18.09% |
$176K - $186K
|
47.3K
$1.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
37KNew |
$898K - $948K
|
37K
$933K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
557+ 1.71% |
$13.6K - $14.1K
|
33.1K
$833K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9KNew |
$220K - $228K
|
9K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
14.2KNew |
$347K - $359K
|
14.2K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.29KNew |
$105K - $109K
|
4.29K
$108K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.5K- 57.59% |
$304K - $315K
|
9.18K
$231K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1KNew |
$24.4K - $25.3K
|
1K
$25.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
70+ 0.37% |
$1.71K - $1.77K
|
18.9K
$475K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
58.5KNew |
$1.43M - $1.48M
|
58.5K
$1.47M
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-18.6K- 99.28% |
$464K - $480K
|
135
$3.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$65.4K - $67.7K
|
2.63K
$66.2K
|
|