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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
99.4KNew |
$2.53M - $2.55M
|
99.4K
$2.53M
|
|
|
Jan 23, 2026
Q4 2025
|
Atwater Malick LLC
|
BUY
|
- |
83.3K+ 699.82% |
$2.12M - $2.13M
|
95.2K
$2.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
43.2KNew |
$1.1M - $1.11M
|
43.2K
$1.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
43.1K+ 41.87% |
$1.1M - $1.1M
|
146K
$3.72M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
41.9K+ 121.14% |
$1.07M - $1.07M
|
76.5K
$1.95M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33.6K+ 20.13% |
$856K - $861K
|
201K
$5.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
25.4K+ 10.5% |
$647K - $651K
|
267K
$6.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
24.8K+ 25.58% |
$631K - $634K
|
122K
$3.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
21.9K+ 52.68% |
$558K - $562K
|
63.5K
$1.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
16.2K+ 86.4% |
$413K - $415K
|
35K
$891K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
16K+ 4.07% |
$408K - $411K
|
409K
$10.4M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12K+ 126.02% |
$307K - $308K
|
21.6K
$551K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.4K+ 16.7% |
$266K - $267K
|
72.9K
$1.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
9.85KNew |
$251K - $252K
|
9.85K
$251K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
9K+ 37.72% |
$229K - $231K
|
32.9K
$838K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.24KNew |
$210K - $211K
|
8.24K
$210K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
8.03K+ 22.99% |
$205K - $206K
|
43K
$1.1M
|
|
|
Jan 28, 2026
Q4 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
7.97KNew |
$203K - $204K
|
7.97K
$203K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.71KNew |
$120K - $121K
|
4.71K
$120K
|
|
|
Jan 28, 2026
Q4 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4.09K+ 9.07% |
$104K - $105K
|
49.2K
$1.25M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.97K+ 1.28% |
$101K - $102K
|
313K
$7.99M
|
|
|
Jan 27, 2026
Q4 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3K+ 30.77% |
$76.4K - $76.9K
|
12.8K
$325K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
2.44K+ 2.68% |
$62.1K - $62.4K
|
93.3K
$2.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.89K+ 6.66% |
$48.2K - $48.4K
|
30.3K
$772K
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
1.68K+ 6.34% |
$42.9K - $43.1K
|
28.2K
$720K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.16K+ 3.42% |
$29.6K - $29.7K
|
35K
$894K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
853+ 0.33% |
$21.7K - $21.9K
|
260K
$6.62M
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
561+ 4.33% |
$14.3K - $14.4K
|
13.5K
$344K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
550+ 0.93% |
$14K - $14.1K
|
60K
$1.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
421+ 0.82% |
$10.7K - $10.8K
|
52K
$1.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
265+ 1.46% |
$6.75K - $6.79K
|
18.4K
$469K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
119+ 0.82% |
$3.03K - $3.05K
|
14.7K
$374K
|
|
|
Jan 29, 2026
Q4 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
111+ 0.81% |
$2.83K - $2.84K
|
13.8K
$352K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
65+ 0.66% |
$1.66K - $1.67K
|
9.98K
$254K
|
|
|
Jan 26, 2026
Q4 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
60+ 0.19% |
$1.53K - $1.54K
|
31.9K
$813K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
43New |
$1.1K - $1.1K
|
43
$1.1K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
38New |
$968 - $974
|
38
$969
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
33+ 0.83% |
$841 - $845
|
4K
$102K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24+ 0.18% |
$612 - $615
|
13.1K
$333K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9+ 0.06% |
$229 - $231
|
14.7K
$375K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$25.5 - $25.6
|
13.7K
$350K
|
|
| Q3 2025 | |||||||
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.13M+ 7086.17% |
$28.6M - $29.1M
|
1.14M
$29.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
179K+ 92.68% |
$4.54M - $4.61M
|
372K
$9.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
105K+ 56.45% |
$2.65M - $2.7M
|
290K
$7.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
101K+ 430.32% |
$2.56M - $2.6M
|
124K
$3.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
79.6K+ 17.53% |
$2.02M - $2.05M
|
534K
$13.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
62.8K+ 16.7% |
$1.59M - $1.62M
|
439K
$11.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
49.4K+ 97.96% |
$1.25M - $1.27M
|
99.8K
$2.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
48K+ 26.48% |
$1.22M - $1.24M
|
229K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
46.5KNew |
$1.18M - $1.2M
|
46.5K
$1.19M
|
|