Latest Institutional Transactions on Ishares Ibonds Mar 2023 Term C (IBDD)
This table provides information on the latest institutional transactions involving Ishares Ibonds Mar 2023 Term C (IBDD) 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
|
|
Q1 2023 | |||||||
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-8.17KClosed |
$216K - $217K
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13+ 0.66% |
$344 - $346
|
1.98K
$0
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.5% |
$52.9 - $53.2
|
405
$0
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
854KNew |
$22.6M - $22.7M
|
854K
$0
|
|
Q4 2022 | |||||||
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
72+ 0.87% |
$1.9K - $1.91K
|
8.39K
$0
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.25K- 14.89% |
$59.4K - $59.7K
|
12.9K
$0
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$313K - $314K
|
11.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.27K- 7.46% |
$60K - $60.2K
|
28.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.3K+ 167.32% |
$1.62M - $1.62M
|
97.9K
$0
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.14K+ 24.79% |
$241K - $242K
|
46K
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.7KNew |
$97.7K - $98.1K
|
3.7K
$0
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
382K+ 60.7% |
$10.1M - $10.1M
|
1.01M
$0
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44.7K+ 199.63% |
$1.18M - $1.19M
|
67.1K
$0
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.7K- 5.86% |
$44.8K - $45K
|
27.2K
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.04K- 72.53% |
$133K - $134K
|
1.91K
$0
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.55KNew |
$41K - $41.2K
|
1.55K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
132K+ 410.2% |
$3.49M - $3.5M
|
164K
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-350- 4.28% |
$9.24K - $9.28K
|
7.83K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.66K+ 3.07% |
$43.9K - $44.1K
|
55.8K
$0
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.37K+ 3.4% |
$62.7K - $62.9K
|
72.1K
$0
|
|
Q3 2022 | |||||||
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
363New |
N/A
|
363
$0
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-320- 3.76% |
N/A
|
8.18K
$0
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-400- 6.07% |
N/A
|
6.2K
$0
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-229- 53.38% |
N/A
|
200
$0
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 0.32% |
N/A
|
3.82K
$0
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.5KNew |
N/A
|
9.5K
$0
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$0
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$0
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
5.84K+ 35.06% |
N/A
|
22.5K
$0
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.96KClosed |
N/A
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.2KClosed |
N/A
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
37.7KNew |
N/A
|
37.7K
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
45.2KNew |
N/A
|
45.2K
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
159KNew |
N/A
|
159K
$0
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19KClosed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-36.5KClosed |
N/A
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.74K+ 47.5% |
N/A
|
11.6K
$0
|
|
Q4 2021 | |||||||
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.1KClosed |
N/A
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-185Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-215KClosed |
N/A
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-488Closed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-690Closed |
N/A
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.13KClosed |
N/A
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-529KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-714Closed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.09KClosed |
N/A
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-802Closed |
N/A
|
0
$0
|