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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.4KNew |
$35.2K - $35.4K
|
1.4K
$0
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
196+ 0.71% |
$4.93K - $4.96K
|
27.7K
$0
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.44K+ 9.9% |
$61.3K - $61.7K
|
27.1K
$0
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.2K- 20.9% |
$106K - $106K
|
15.9K
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.1KNew |
$77.9K - $78.4K
|
3.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-59.7K- 77.79% |
$1.5M - $1.51M
|
17K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-404K- 5.52% |
$10.2M - $10.2M
|
6.92M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-717K- 89.6% |
$18M - $18.1M
|
83.2K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.1K+ 97.46% |
$229K - $230K
|
18.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-804- 8.36% |
$20.2K - $20.3K
|
8.81K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.7K- 41.78% |
$143K - $144K
|
7.94K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-59.3K- 80.73% |
$1.49M - $1.5M
|
14.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
451New |
$11.3K - $11.4K
|
451
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
790New |
$19.9K - $20K
|
790
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.57KNew |
$89.7K - $90.3K
|
3.57K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
177+ 0.41% |
$4.45K - $4.48K
|
42.9K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-32K- 4.42% |
$803K - $808K
|
691K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4K- 97.96% |
$261K - $263K
|
216
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4K- 18.18% |
$101K - $101K
|
18K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.01K- 28.94% |
$25.4K - $25.6K
|
2.48K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
72.6KNew |
$1.82M - $1.84M
|
72.6K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-19.9K- 40.13% |
$499K - $502K
|
29.6K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
28.4KNew |
$715K - $719K
|
28.4K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-198- 2.18% |
$4.98K - $5.01K
|
8.9K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
440+ 3.5% |
$11.1K - $11.1K
|
13K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
414New |
$10.4K - $10.5K
|
414
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8.03KNew |
$202K - $203K
|
8.03K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
163KNew |
$4.09M - $4.11M
|
163K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.35K- 6.49% |
$33.8K - $34K
|
19.4K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.39K- 5.37% |
$34.9K - $35.1K
|
24.5K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.4K- 14.97% |
$35.2K - $35.4K
|
7.95K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-250- 0.67% |
$6.28K - $6.32K
|
37.2K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.87KNew |
$47K - $47.3K
|
1.87K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 0.91% |
$75.4 - $75.9
|
333
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
22.9K+ 9.93% |
$576K - $579K
|
253K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 54.55% |
$151 - $152
|
5
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6.47K- 11.81% |
$163K - $164K
|
48.3K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
180+ 0.82% |
$4.52K - $4.55K
|
22.1K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-799- 89.37% |
$20.1K - $20.2K
|
95
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-16.3K- 37.29% |
$409K - $412K
|
27.4K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.1K- 9.26% |
$27.5K - $27.7K
|
10.7K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-590- 1.91% |
$14.8K - $14.9K
|
30.3K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-5.67K- 21.03% |
$142K - $143K
|
21.3K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.12KNew |
$229K - $231K
|
9.12K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
17.9KNew |
$451K - $453K
|
17.9K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
380+ 2.5% |
$9.55K - $9.61K
|
15.6K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
44New |
$1.11K - $1.11K
|
44
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.2K+ 9.53% |
$30.2K - $30.3K
|
13.8K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.5K+ 217.39% |
$188K - $190K
|
11K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-245- 1.71% |
$6.16K - $6.2K
|
14K
$0
|