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 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.74KClosed |
$43.5K - $44K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.72KClosed |
$42.9K - $43.3K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-818Closed |
$20.5K - $20.7K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-670- 6.57% |
$16.8K - $16.9K
|
9.53K
$0
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250Closed |
$6.25K - $6.32K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-170Closed |
$4.25K - $4.29K
|
0
$0
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-816KClosed |
$20.6M - $20.9M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-44KClosed |
$1.11M - $1.13M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-23.1KClosed |
$581K - $591K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-19.5KClosed |
$493K - $501K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-17KClosed |
$428K - $435K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-15.6KClosed |
$393K - $400K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-12.3KClosed |
$311K - $316K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-10.9KClosed |
$274K - $279K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.1KClosed |
$204K - $208K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5.08KClosed |
$128K - $130K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.85KClosed |
$97.1K - $98.8K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.03KClosed |
$76.4K - $77.7K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.05KClosed |
$51.7K - $52.6K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-1.09K- 54.94% |
$27.4K - $27.8K
|
890
$0
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.04KClosed |
$26.2K - $26.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-592Closed |
$14.9K - $15.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 5.8% |
$2.52K - $2.57K
|
1.63K
$0
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-79Closed |
$1.99K - $2.03K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-16Closed |
$404 - $411
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-439KClosed |
$11.3M - $11.4M
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-78.5KClosed |
$2.01M - $2.04M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.76KClosed |
$250K - $253K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.91KClosed |
$49K - $49.6K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-823- 7.15% |
$21.1K - $21.4K
|
10.7K
$0
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-314Closed |
$8.06K - $8.15K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-284Closed |
$7.29K - $7.38K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-174Closed |
$4.46K - $4.52K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-166Closed |
$4.26K - $4.31K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$25.7 - $26
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-13.6KClosed |
$352K - $353K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-10.5KClosed |
$272K - $273K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-9.71KClosed |
$252K - $253K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-8.66KClosed |
$225K - $226K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.12KClosed |
$29K - $29.1K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-99Closed |
$2.57K - $2.58K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-34Closed |
$883 - $886
|
0
$0
|
|
Q2 2021 | |||||||
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-38.8KClosed |
$1.01M - $1.01M
|
0
$0
|
|
Jul 01, 2021
Q2 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-32.6KClosed |
$848K - $852K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-8.2KClosed |
$214K - $214K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-2.96KClosed |
$76.9K - $77.2K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2KClosed |
$52.1K - $52.3K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-43Closed |
$1.12K - $1.12K
|
0
$0
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-548KClosed |
$14.3M - $14.4M
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-7.63KClosed |
$199K - $200K
|
0
$0
|