Latest Institutional Sells of Ishares Ibonds Dec 2024 Term C (IBDP)
This list provides information on the latest institutional transactions involving Ishares Ibonds Dec 2024 Term C (IBDP) 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
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-286- 0.22% |
$7.12K - $7.16K
|
130K
$3.27M
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-200- 1.8% |
$4.98K - $5.01K
|
10.9K
$274K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-184- 1.21% |
$4.58K - $4.61K
|
15K
$378K
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-84- 0.33% |
$2.09K - $2.1K
|
25.7K
$647K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-66- 1.47% |
$1.64K - $1.65K
|
4.43K
$111K
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.03M- 99.22% |
$25.3M - $25.6M
|
8.1K
$204K
|
|
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 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-9.4K- 49.74% |
$232K - $234K
|
9.5K
$239K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6K- 16.25% |
$148K - $150K
|
30.9K
$778K
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-4.5K- 2.85% |
$111K - $112K
|
153K
$3.85M
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 2.82% |
$80.6K - $81.4K
|
113K
$2.83M
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.34K- 10.19% |
$57.8K - $58.4K
|
20.6K
$519K
|
|
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
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-128- 0.71% |
$3.16K - $3.19K
|
17.8K
$448K
|
|
Q3 2023 | |||||||
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-115K- 89.69% |
$2.82M - $2.85M
|
13.2K
$333K
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-2.33K- 95.1% |
$57.2K - $57.7K
|
120
$3.02K
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.88K- 14.2% |
$46.1K - $46.5K
|
11.3K
$285K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-715K- 89.32% |
$17.5M - $17.6M
|
85.4K
$2.15M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-30.3K- 54.6% |
$741K - $746K
|
25.1K
$632K
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20.3K- 48.5% |
$498K - $501K
|
21.6K
$543K
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-20.3K- 48.5% |
$498K - $501K
|
21.6K
$543K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 30.98% |
$286K - $287K
|
26K
$653K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.7K- 98.14% |
$263K - $264K
|
203
$5.11K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6.84K- 15.56% |
$168K - $169K
|
37.1K
$934K
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 9.37% |
$61.3K - $61.6K
|
24.2K
$608K
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1K- 7.52% |
$24.5K - $24.7K
|
12.3K
$309K
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1K- 10.87% |
$24.5K - $24.7K
|
8.2K
$206K
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-373- 0.04% |
$9.14K - $9.19K
|
975K
$24.5M
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12K- 73.57% |
$293K - $296K
|
4.31K
$108K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-591- 49.25% |
$14.4K - $14.6K
|
609
$15.3K
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-99.5K- 25.21% |
$2.4M - $2.44M
|
295K
$7.42M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-45.9K- 21.4% |
$1.11M - $1.13M
|
169K
$4.24M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.78K- 34.78% |
$115K - $117K
|
8.95K
$225K
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-972- 2.71% |
$23.5K - $23.8K
|
34.9K
$879K
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-725- 7.9% |
$17.5K - $17.8K
|
8.45K
$213K
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-418- 3.0% |
$10.1K - $10.2K
|
13.5K
$340K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-442KClosed |
$10.7M - $11M
|
0
$0
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-70.4K- 82.16% |
$1.71M - $1.75M
|
15.3K
$385K
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-7.81K- 14.57% |
$190K - $194K
|
45.8K
$1.15M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-7.5K- 43.23% |
$182K - $187K
|
9.85K
$248K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.2K- 22.54% |
$77.8K - $79.7K
|
11K
$277K
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-2.25K- 3.14% |
$54.6K - $56K
|
69.3K
$1.74M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 38.7% |
$24.3K - $24.9K
|
1.58K
$39.8K
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-400- 4.31% |
$9.72K - $9.96K
|
8.87K
$223K
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-231- 2.21% |
$5.61K - $5.75K
|
10.2K
$257K
|
|
Q2 2022 | |||||||
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.93MClosed |
$170M - $174M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-50KClosed |
$1.22M - $1.25M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-24.3KClosed |
$595K - $609K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-20KClosed |
$490K - $502K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-8.04KClosed |
$197K - $202K
|
0
$0
|