Latest Institutional Sells of Ishares Ibonds Dec 2023 Term C (IBDO)
This list provides information on the latest institutional transactions involving Ishares Ibonds Dec 2023 Term C (IBDO) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.38KClosed |
N/A
|
0
$0
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-161K- 99.82% |
$0 - $4.1M
|
289
$0
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-108K- 99.54% |
$0 - $2.75M
|
500
$0
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-47.7KClosed |
$0 - $1.21M
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.42K- 99.99% |
$0 - $214K
|
1
$0
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.4KClosed |
$0 - $112K
|
0
$0
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.64K- 1.57% |
$0 - $41.5K
|
103K
$0
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-6.19M- 96.19% |
$156M - $157M
|
245K
$0
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-794K- 77.02% |
$20M - $20.1M
|
237K
$0
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-485K- 28.66% |
$12.2M - $12.3M
|
1.21M
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-480K- 22.99% |
$12.1M - $12.2M
|
1.61M
$0
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-410K- 81.5% |
$10.3M - $10.4M
|
93K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-340K- 17.2% |
$8.57M - $8.62M
|
1.64M
$0
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-313K- 48.38% |
$7.9M - $7.94M
|
334K
$0
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-279K- 15.75% |
$7.03M - $7.08M
|
1.49M
$0
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-235K- 8.64% |
$5.93M - $5.97M
|
2.49M
$0
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-208K- 28.38% |
$5.23M - $5.26M
|
524K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-195K- 82.44% |
$4.91M - $4.94M
|
41.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-180K- 19.73% |
$4.55M - $4.57M
|
734K
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-172K- 11.47% |
$4.35M - $4.37M
|
1.33M
$0
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-139K- 32.54% |
$3.5M - $3.52M
|
288K
$0
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-127K- 67.94% |
$3.2M - $3.22M
|
59.8K
$0
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-121K- 23.52% |
$3.05M - $3.07M
|
394K
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-118K- 26.81% |
$2.98M - $2.99M
|
322K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-100K- 55.72% |
$2.53M - $2.55M
|
79.8K
$0
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-77K- 59.21% |
$1.94M - $1.95M
|
53K
$0
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-73K- 23.86% |
$1.84M - $1.85M
|
233K
$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 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-66.1K- 46.26% |
$1.67M - $1.68M
|
76.8K
$0
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-59K- 63.47% |
$1.49M - $1.5M
|
34K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.3K- 4.58% |
$1.34M - $1.35M
|
1.11M
$0
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-43.3K- 6.78% |
$1.09M - $1.1M
|
596K
$0
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-43.3K- 8.14% |
$1.09M - $1.1M
|
488K
$0
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-41.1K- 9.88% |
$1.04M - $1.04M
|
375K
$0
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-36.6K- 7.62% |
$924K - $929K
|
444K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35K- 5.24% |
$883K - $889K
|
633K
$0
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-34.8K- 6.2% |
$877K - $882K
|
526K
$0
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-33K- 26.36% |
$833K - $838K
|
92.3K
$0
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-32.2K- 7.7% |
$813K - $817K
|
386K
$0
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-28.9K- 5.48% |
$729K - $733K
|
499K
$0
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-27.6K- 3.07% |
$695K - $699K
|
871K
$0
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-24.2K- 25.62% |
$610K - $613K
|
70.2K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.8K- 32.04% |
$599K - $602K
|
50.4K
$0
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-22.4K- 3.95% |
$564K - $567K
|
544K
$0
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-16.7K- 11.6% |
$421K - $424K
|
127K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.7K- 6.09% |
$395K - $397K
|
242K
$0
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.7K- 12.48% |
$371K - $374K
|
103K
$0
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-13.4K- 14.25% |
$339K - $341K
|
80.8K
$0
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12.5KClosed |
$316K - $318K
|
0
$0
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 1.39% |
$314K - $316K
|
881K
$0
|