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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
34.6K+ 3.9% |
$861K - $867K
|
922K
$23.2M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-286- 0.22% |
$7.12K - $7.16K
|
130K
$3.27M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 33.33% |
$12.4K - $12.5K
|
1K
$25.2K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.4K- 34.36% |
$34.8K - $35.1K
|
2.67K
$67.3K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
22+ 0.2% |
$548 - $551
|
11.2K
$282K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11.4K- 19.07% |
$283K - $285K
|
48.3K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-4K- 8.04% |
$99.6K - $100K
|
45.8K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.36K- 65.94% |
$33.7K - $33.9K
|
700
$17.6K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
150+ 1.79% |
$3.73K - $3.76K
|
8.55K
$215K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
120+ 0.4% |
$2.99K - $3.01K
|
30.3K
$761K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30.2KNew |
$751K - $756K
|
30.2K
$759K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-13.4K- 30.25% |
$333K - $335K
|
30.9K
$776K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
20KNew |
$498K - $501K
|
20K
$503K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-184- 1.21% |
$4.58K - $4.61K
|
15K
$378K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.01KNew |
$25.1K - $25.3K
|
1.01K
$25.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
200New |
$4.98K - $5.01K
|
200
$5.03K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
350+ 2.59% |
$8.71K - $8.77K
|
13.9K
$348K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-66- 1.47% |
$1.64K - $1.65K
|
4.43K
$111K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
349+ 2.88% |
$8.69K - $8.74K
|
12.5K
$313K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.8KNew |
$417K - $420K
|
16.8K
$421K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.46K- 79.21% |
$36.4K - $36.6K
|
384
$9.66K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
38+ 0.45% |
$946 - $952
|
8.43K
$212K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
31.3KNew |
$780K - $785K
|
31.3K
$788K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.65K- 85.23% |
$41.1K - $41.3K
|
286
$7.19K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.16K- 19.94% |
$53.7K - $54K
|
8.66K
$218K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.05K- 13.81% |
$75.9K - $76.4K
|
19K
$479K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
600+ 2.59% |
$14.9K - $15K
|
23.8K
$597K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-200- 1.8% |
$4.98K - $5.01K
|
10.9K
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
288New |
$7.17K - $7.21K
|
288
$7.24K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
56.6KNew |
$1.41M - $1.42M
|
56.6K
$1.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
17.3K+ 142.21% |
$431K - $433K
|
29.5K
$741K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4KNew |
$99.6K - $100K
|
4K
$101K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.71KNew |
$42.5K - $42.8K
|
1.71K
$43K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
355KNew |
$8.74M - $8.83M
|
355K
$8.92M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
413New |
$10.2K - $10.3K
|
413
$10.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
41New |
$1.01K - $1.02K
|
41
$1.03K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
24New |
$592 - $598
|
24
$604
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
9.43KNew |
$233K - $235K
|
9.43K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.2KNew |
$523K - $529K
|
21.2K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6K- 16.25% |
$148K - $150K
|
30.9K
$778K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
10.2KNew |
$252K - $254K
|
10.2K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
63.3KNew |
$1.56M - $1.58M
|
63.3K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
85.4KNew |
$2.11M - $2.13M
|
85.4K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-128- 0.71% |
$3.16K - $3.19K
|
17.8K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-940- 9.31% |
$23.2K - $23.4K
|
9.15K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87KNew |
$2.14M - $2.17M
|
87K
$2.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-58.3K- 82.33% |
$1.44M - $1.45M
|
12.5K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.25KNew |
$129K - $131K
|
5.25K
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.34K- 10.19% |
$57.8K - $58.4K
|
20.6K
$519K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
55.8KNew |
$1.37M - $1.39M
|
55.8K
$1.4M
|
|