Latest Institutional Sells of Ishares Ibonds Mar 2023 Term C (IBDD)
This list provides information on the latest institutional transactions involving Ishares Ibonds Mar 2023 Term C (IBDD) 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-8.17KClosed |
$216K - $217K
|
0
$0
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.04K- 72.53% |
$133K - $134K
|
1.91K
$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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.25K- 14.89% |
$59.4K - $59.7K
|
12.9K
$0
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.7K- 5.86% |
$44.8K - $45K
|
27.2K
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-350- 4.28% |
$9.24K - $9.28K
|
7.83K
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-400- 6.07% |
N/A
|
6.2K
$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
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-229- 53.38% |
N/A
|
200
$0
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.2KClosed |
N/A
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.96KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-36.5KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19KClosed |
N/A
|
0
$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 | |||||||
Oct 19, 2020
Q3 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-529KClosed |
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
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-690Closed |
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
|
|
Nov 05, 2019
Q3 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-37Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-54.1KClosed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Jul 31, 2018
Q2 2018
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.94KClosed |
N/A
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.57KClosed |
N/A
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-218Closed |
N/A
|
0
$0
|
|
Q1 2018 | |||||||
May 09, 2018
Q1 2018
|
Envestnet Asset Management Inc
|
SELL
|
- |
-306Closed |
N/A
|
0
$0
|