Latest Institutional Purchases of Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBMQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
636K+ 56.83% |
$15.9M - $16.3M
|
1.76M
$44.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
388KNew |
$9.73M - $9.93M
|
388K
$9.82M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
370KNew |
$9.28M - $9.47M
|
370K
$9.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
240KNew |
$6.01M - $6.14M
|
240K
$6.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
201K+ 128.95% |
$5.04M - $5.15M
|
357K
$9.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
129K+ 75.7% |
$3.23M - $3.3M
|
299K
$7.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
88.4KNew |
$2.21M - $2.26M
|
88.4K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
67.3K+ 10.57% |
$1.69M - $1.72M
|
704K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59.9K+ 7.32% |
$1.5M - $1.53M
|
878K
$22.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.5K+ 208.45% |
$914K - $934K
|
54K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 28.11% |
$897K - $916K
|
163K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.6K+ 67.06% |
$841K - $859K
|
83.6K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
32.3K+ 10.89% |
$809K - $826K
|
329K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
30.1K+ 68.79% |
$754K - $770K
|
73.8K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
29.9KNew |
$749K - $765K
|
29.9K
$756K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
29.5K+ 223.68% |
$740K - $755K
|
42.7K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.9K+ 68.78% |
$649K - $663K
|
63.6K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.5K+ 18.39% |
$638K - $652K
|
164K
$4.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
24.1K+ 125.82% |
$604K - $617K
|
43.2K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.9K+ 85.63% |
$573K - $586K
|
49.6K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
21.5KNew |
$539K - $550K
|
21.5K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.1K+ 16.75% |
$529K - $540K
|
147K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18.9K+ 8.74% |
$474K - $484K
|
235K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.6KNew |
$416K - $425K
|
16.6K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
15.2KNew |
$380K - $388K
|
15.2K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 93.41% |
$357K - $364K
|
29.5K
$745K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
13.7KNew |
$344K - $352K
|
13.7K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
13.3KNew |
$333K - $340K
|
13.3K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11.2KNew |
$279K - $285K
|
11.2K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.3K+ 26.42% |
$257K - $263K
|
49.1K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
9.78KNew |
$245K - $250K
|
9.78K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
9.5KNew |
$238K - $243K
|
9.5K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.4KNew |
$235K - $240K
|
9.4K
$238K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
9.36K+ 19.23% |
$235K - $240K
|
58K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
8.75K+ 73.07% |
$219K - $224K
|
20.7K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.36KNew |
$210K - $214K
|
8.36K
$212K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.11K+ 3.52% |
$203K - $208K
|
239K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.96KNew |
$199K - $204K
|
7.96K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
7.73K+ 16.8% |
$194K - $198K
|
53.7K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
7.61K+ 2258.46% |
$191K - $195K
|
7.95K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.27K+ 46.15% |
$182K - $186K
|
23K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.79K+ 6.8% |
$170K - $174K
|
107K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.17K+ 7.34% |
$155K - $158K
|
90.1K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.03K+ 21.37% |
$151K - $154K
|
34.2K
$866K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.87K+ 24.21% |
$147K - $150K
|
30.1K
$762K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.46K+ 26.41% |
$137K - $140K
|
26.1K
$661K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.29K+ 5.83% |
$108K - $110K
|
77.9K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.28K+ 5.82% |
$107K - $110K
|
77.9K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4.16K+ 11.35% |
$104K - $106K
|
40.8K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.13K+ 15.74% |
$104K - $106K
|
30.4K
$769K
|