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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
400New |
$10.1K - $10.1K
|
400
$0
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.75K- 7.12% |
$44K - $44.3K
|
22.8K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.16K- 0.9% |
$105K - $106K
|
459K
$0
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 0.18% |
$1.66K - $1.67K
|
36.2K
$0
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-305- 2.17% |
$7.69K - $7.73K
|
13.7K
$0
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-12K- 46.2% |
$303K - $304K
|
14K
$0
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-27.6K- 3.07% |
$695K - $699K
|
871K
$0
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-11.7K- 4.31% |
$296K - $297K
|
260K
$0
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.12K- 10.85% |
$28.3K - $28.5K
|
9.22K
$0
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-5.39K- 5.28% |
$136K - $137K
|
96.7K
$0
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-36.6K- 7.62% |
$924K - $929K
|
444K
$0
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.25K- 22.57% |
$183K - $184K
|
24.9K
$0
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
68+ 0.15% |
$1.71K - $1.72K
|
43.9K
$0
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
477+ 1.06% |
$12K - $12.1K
|
45.4K
$0
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.46K+ 23.84% |
$36.8K - $37K
|
7.59K
$0
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
35.5K+ 8.61% |
$894K - $899K
|
447K
$0
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 1.39% |
$314K - $316K
|
881K
$0
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
219+ 1.07% |
$5.52K - $5.55K
|
20.8K
$0
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.92KNew |
$250K - $251K
|
9.92K
$0
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-580- 0.5% |
$14.6K - $14.7K
|
115K
$0
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.98K- 14.87% |
$50K - $50.3K
|
11.4K
$0
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-313K- 48.38% |
$7.9M - $7.94M
|
334K
$0
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 25.0% |
$12.6K - $12.7K
|
1.5K
$0
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
124+ 0.06% |
$3.13K - $3.14K
|
205K
$0
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-121K- 23.52% |
$3.05M - $3.07M
|
394K
$0
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.11K+ 2.54% |
$179K - $180K
|
287K
$0
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-654- 1.72% |
$16.5K - $16.6K
|
37.3K
$0
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.05K- 3.97% |
$76.8K - $77.3K
|
73.7K
$0
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.51K- 13.44% |
$164K - $165K
|
41.9K
$0
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 0.31% |
$4.26K - $4.29K
|
54.2K
$0
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
33.8KNew |
$852K - $857K
|
33.8K
$0
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-139K- 32.54% |
$3.5M - $3.52M
|
288K
$0
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2.6K+ 6.61% |
$65.5K - $65.9K
|
41.9K
$0
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.65KNew |
$243K - $245K
|
9.65K
$0
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-43.3K- 6.78% |
$1.09M - $1.1M
|
596K
$0
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
360+ 1.06% |
$9.08K - $9.13K
|
34.2K
$0
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-794K- 77.02% |
$20M - $20.1M
|
237K
$0
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-11.4K- 7.26% |
$288K - $290K
|
146K
$0
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
222K+ 429.4% |
$5.59M - $5.63M
|
274K
$0
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.48K+ 23.04% |
$62.6K - $63K
|
13.3K
$0
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-444- 9.17% |
$11.2K - $11.3K
|
4.4K
$0
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.22K- 5.58% |
$30.8K - $30.9K
|
20.6K
$0
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
311New |
$7.84K - $7.89K
|
311
$0
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
BUY
|
- |
2.58K+ 0.79% |
$64.9K - $65.3K
|
327K
$0
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.4K- 13.69% |
$136K - $137K
|
34.1K
$0
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.47K- 0.76% |
$62.3K - $62.7K
|
321K
$0
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-78- 0.35% |
$1.97K - $1.98K
|
22.5K
$0
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-43.3K- 8.14% |
$1.09M - $1.1M
|
488K
$0
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.06KNew |
$153K - $154K
|
6.06K
$0
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.64K- 2.98% |
$66.5K - $66.8K
|
85.9K
$0
|