Latest Institutional Transactions on Ishares Ibonds Dec 2024 Term C (IBDP)
This table provides information on the latest institutional transactions involving Ishares Ibonds Dec 2024 Term C (IBDP) 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 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.1KNew |
$378K - $380K
|
15.1K
$380K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.17K- 0.32% |
$29.2K - $29.4K
|
365K
$9.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-73K- 99.32% |
$1.82M - $1.83M
|
500
$12.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-12.8K- 14.22% |
$319K - $321K
|
77K
$1.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.85K- 71.15% |
$46.2K - $46.5K
|
750
$18.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
610New |
$15.2K - $15.3K
|
610
$15.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.88K- 23.59% |
$71.8K - $72.2K
|
9.31K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-25.9K- 7.5% |
$646K - $650K
|
319K
$8.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 38.84% |
$339K - $341K
|
21.4K
$538K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.72% |
$50 - $50.3
|
280
$7.04K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-6K- 3.34% |
$150K - $151K
|
174K
$4.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-372- 41.43% |
$9.29K - $9.35K
|
526
$13.2K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.37KNew |
$184K - $185K
|
7.37K
$185K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-35.2K- 18.58% |
$881K - $886K
|
155K
$3.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
20.7K+ 4.13% |
$517K - $521K
|
523K
$13.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
20KNew |
$500K - $503K
|
20K
$503K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-18.2K- 53.88% |
$454K - $457K
|
15.6K
$391K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
20+ 0.16% |
$500 - $503
|
12.6K
$318K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.8K+ 49.44% |
$45K - $45.2K
|
5.44K
$137K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-913- 8.51% |
$22.8K - $22.9K
|
9.82K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-27.7K- 35.18% |
$691K - $695K
|
51K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.34K+ 133.97% |
$33.5K - $33.7K
|
2.34K
$58.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-4- 0.04% |
$99.9 - $101
|
11.2K
$281K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.07K- 1.53% |
$102K - $102K
|
262K
$6.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.49K+ 12.82% |
$237K - $238K
|
83.5K
$2.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.5K- 77.32% |
$37.5K - $37.7K
|
440
$11.1K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.02K- 41.77% |
$50.5K - $50.8K
|
2.82K
$70.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-20.5K- 27.79% |
$513K - $516K
|
53.3K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.12K+ 6.26% |
$78K - $78.5K
|
53K
$1.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.32K- 8.99% |
$32.9K - $33.1K
|
13.3K
$335K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-33.1K- 49.65% |
$828K - $833K
|
33.6K
$845K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.87K- 20.13% |
$147K - $148K
|
23.3K
$586K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-14.2K- 16.39% |
$356K - $358K
|
72.7K
$1.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
187KNew |
$4.67M - $4.7M
|
187K
$4.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
300K+ 2500.0% |
$7.49M - $7.54M
|
312K
$7.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
31.9K+ 105.76% |
$796K - $801K
|
62K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24- 0.19% |
$600 - $603
|
12.8K
$323K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
583+ 6.32% |
$14.6K - $14.7K
|
9.81K
$247K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
4+ 0.06% |
$99.9 - $101
|
7.22K
$182K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18.5K+ 86.39% |
$462K - $465K
|
39.9K
$1M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-16.3K- 8.35% |
$406K - $409K
|
178K
$4.49M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.61KNew |
$239K - $241K
|
9.61K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
76New |
$1.89K - $1.9K
|
76
$1.91K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.62KNew |
$65.2K - $65.6K
|
2.62K
$65.8K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.5K- 52.38% |
$137K - $138K
|
5K
$126K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.05K+ 6.67% |
$26.1K - $26.3K
|
16.8K
$422K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.01KNew |
$74.9K - $75.4K
|
3.01K
$75.7K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 5.42% |
$2.49K - $2.51K
|
1.95K
$48.9K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-84- 0.33% |
$2.09K - $2.1K
|
25.7K
$647K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
34.6K+ 3.9% |
$861K - $867K
|
922K
$23.2M
|
|