Latest Institutional Transactions on Ishares Ibonds Mar 2023 Term C (IBCE)
This table provides information on the latest institutional transactions involving Ishares Ibonds Mar 2023 Term C (IBCE) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.48KNew |
$35.9K - $36K
|
1.48K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-370- 1.06% |
$8.95K - $8.98K
|
34.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
61.8KNew |
$1.49M - $1.5M
|
61.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.8K- 8.31% |
$43.5K - $43.7K
|
19.9K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52.2K- 53.48% |
$1.26M - $1.27M
|
45.4K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-6.46K- 42.39% |
$156K - $157K
|
8.78K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6K+ 138.51% |
$400K - $402K
|
28.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08K- 2.13% |
$26.2K - $26.3K
|
49.9K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-500- 41.39% |
$12.1K - $12.1K
|
708
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
863+ 24.86% |
$20.9K - $20.9K
|
4.34K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.06K- 65.53% |
$146K - $147K
|
3.19K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.59K+ 2.79% |
$62.7K - $62.9K
|
95.5K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
165K+ 167.04% |
$3.99M - $4M
|
264K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.12K+ 6.87% |
$27K - $27.1K
|
17.4K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-35K- 49.37% |
$845K - $848K
|
35.8K
$0
|
|
| Q3 2022 | |||||||
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.56KNew |
$183K - $184K
|
7.56K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.75KNew |
$236K - $237K
|
9.75K
$0
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9.07KClosed |
$219K - $221K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-9.75KClosed |
$236K - $238K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-100Closed |
$2.42K - $2.44K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
40New |
$973 - $981
|
40
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.32KClosed |
$202K - $204K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$24.5 - $24.7
|
2.36K
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1KClosed |
$24.5K - $24.7K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Asset Planning Corporation
|
BUY
|
- |
38+ 0.32% |
$938 - $942
|
11.8K
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
4.03K+ 38.95% |
$99.3K - $99.8K
|
14.4K
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.06KNew |
$26.3K - $26.4K
|
1.06K
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
129KNew |
$3.2M - $3.21M
|
129K
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.9KClosed |
$221K - $223K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-705Closed |
$15.5K - $17.6K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 11, 2020
Q4 2019
|
Camden National Bank
Camden, ME |
SELL
|
- |
-8.93KClosed |
$219K - $221K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 20, 2019
Q1 2019
|
Advisory Services Network, LLC
|
SELL
|
- |
-610Closed |
$14.4K - $14.8K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.7KClosed |
$651K - $670K
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10.3KClosed |
$243K - $250K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Confluence Investment Management LLC
|
SELL
|
- |
-730KClosed |
$17.2M - $17.7M
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 25, 2018
Q3 2018
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-148Closed |
$3.48K - $3.52K
|
0
$0
|
|
|
Oct 09, 2018
Q3 2018
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-9.23KClosed |
$217K - $219K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 23, 2018
Q2 2018
|
New Square Capital LLC
|
SELL
|
- |
-260Closed |
$6.08K - $6.18K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Envestnet Asset Management Inc
|
SELL
|
- |
-474Closed |
$11.2K - $11.5K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4New |
$98.1 - $98.4
|
4
$0
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.24KClosed |
$104K - $104K
|
0
$0
|
|