Latest Institutional Transactions on Ishares Ibonds Dec 2023 Term C (IBDO)
This table provides information on the latest institutional transactions involving Ishares Ibonds Dec 2023 Term C (IBDO) 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 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.53K- 2.72% |
$165K - $166K
|
234K
$0
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
46.6K+ 48.25% |
$1.17M - $1.18M
|
143K
$0
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
66.3K+ 18.03% |
$1.67M - $1.68M
|
434K
$0
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.37K+ 4.13% |
$211K - $212K
|
211K
$0
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.39K- 0.29% |
$35.1K - $35.3K
|
475K
$0
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.04K+ 9.47% |
$51.4K - $51.7K
|
23.6K
$0
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-127K- 67.94% |
$3.2M - $3.22M
|
59.8K
$0
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.75K- 11.26% |
$120K - $121K
|
37.4K
$0
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.09K+ 4.45% |
$27.4K - $27.5K
|
25.5K
$0
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.1K+ 7.08% |
$481K - $484K
|
289K
$0
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
2.18K+ 17.93% |
$54.9K - $55.2K
|
14.3K
$0
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-8.6K- 17.02% |
$217K - $218K
|
41.9K
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-172K- 11.47% |
$4.35M - $4.37M
|
1.33M
$0
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-10.5K- 2.3% |
$265K - $266K
|
446K
$0
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
14.6K+ 24.79% |
$368K - $370K
|
73.5K
$0
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
23.7K+ 72.46% |
$599K - $602K
|
56.5K
$0
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-200- 1.72% |
$5.04K - $5.07K
|
11.5K
$0
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.31K+ 3.63% |
$32.9K - $33.1K
|
37.3K
$0
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-22.4K- 3.95% |
$564K - $567K
|
544K
$0
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.25K- 4.73% |
$31.5K - $31.7K
|
25.2K
$0
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-12.2K- 87.54% |
$309K - $311K
|
1.74K
$0
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.7K- 12.48% |
$371K - $374K
|
103K
$0
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-635- 1.6% |
$16K - $16.1K
|
39.1K
$0
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
240+ 8.81% |
$6.05K - $6.09K
|
2.97K
$0
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-666- 1.6% |
$16.8K - $16.9K
|
41K
$0
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7.71KNew |
$194K - $196K
|
7.71K
$0
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
23+ 0.26% |
$580 - $583
|
8.89K
$0
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.8K- 7.25% |
$70.5K - $71K
|
35.8K
$0
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14KNew |
$352K - $354K
|
14K
$0
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.36K+ 13.86% |
$160K - $161K
|
52.2K
$0
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.6K+ 123.22% |
$495K - $498K
|
35.5K
$0
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.34K- 2.36% |
$58.9K - $59.3K
|
96.6K
$0
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
9.16K+ 1.53% |
$231K - $232K
|
609K
$0
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.46K- 8.69% |
$112K - $113K
|
46.9K
$0
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.68K+ 1.28% |
$168K - $169K
|
527K
$0
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
564+ 0.94% |
$14.2K - $14.3K
|
60.3K
$0
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-70.7K- 55.94% |
$1.78M - $1.79M
|
55.7K
$0
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-3.49K- 8.26% |
$88K - $88.5K
|
38.8K
$0
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-766- 4.53% |
$19.3K - $19.4K
|
16.1K
$0
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-59K- 63.47% |
$1.49M - $1.5M
|
34K
$0
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-836- 3.15% |
$21.1K - $21.2K
|
25.7K
$0
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-7.27K- 2.98% |
$183K - $184K
|
237K
$0
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-8.01K- 3.77% |
$202K - $203K
|
204K
$0
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-9.41K- 98.11% |
$237K - $239K
|
181
$0
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
8.93K+ 9.69% |
$225K - $226K
|
101K
$0
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-77K- 59.21% |
$1.94M - $1.95M
|
53K
$0
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-4.14K- 1.63% |
$104K - $105K
|
249K
$0
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.38K+ 4.97% |
$161K - $162K
|
135K
$0
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.18K- 10.47% |
$54.9K - $55.3K
|
18.6K
$0
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.5K+ 19.16% |
$113K - $114K
|
28K
$0
|