Latest Institutional Transactions on Ishares Ibonds Dec 2022 Term C (IBDN)
This table provides information on the latest institutional transactions involving Ishares Ibonds Dec 2022 Term C (IBDN) 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-21.4K- 100.0% |
N/A
|
1
$0
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
33.5KNew |
N/A
|
33.5K
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.2K+ 38.89% |
N/A
|
15K
$0
|
|
Aug 04, 2022
Q2 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-8.54K- 10.58% |
N/A
|
72.2K
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.34K- 39.75% |
N/A
|
6.58K
$0
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.07KClosed |
N/A
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-63.9KClosed |
N/A
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$0
|
|
Jul 28, 2022
Q2 2022
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-40KClosed |
N/A
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-27.4K- 76.77% |
N/A
|
8.3K
$0
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-8.1KClosed |
N/A
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$0
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-4.09K- 22.83% |
N/A
|
13.8K
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.88KClosed |
N/A
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-19.9KClosed |
N/A
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
25.6KNew |
N/A
|
25.6K
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-688Closed |
N/A
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
60KNew |
N/A
|
60K
$0
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11KNew |
N/A
|
11K
$0
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-28.9KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-29.3KClosed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-250- 66.67% |
N/A
|
125
$0
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
N/A
|
11.7K
$0
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-26.9KClosed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-818Closed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-7.08K- 33.84% |
N/A
|
13.8K
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.07KClosed |
N/A
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.28KClosed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-6.64KClosed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-120KClosed |
N/A
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 5.12% |
N/A
|
36.1K
$0
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
109+ 0.64% |
N/A
|
17.1K
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-7.6KClosed |
N/A
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-196Closed |
N/A
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-786KClosed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.04KClosed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.72MClosed |
N/A
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.06KClosed |
N/A
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.49KClosed |
N/A
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-84Closed |
N/A
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-100- 0.94% |
N/A
|
10.5K
$0
|
|
Apr 22, 2022
Q1 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-38.8KClosed |
N/A
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-26.2KClosed |
N/A
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-19.4K- 68.14% |
N/A
|
9.07K
$0
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4.97KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-165Closed |
N/A
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.17KNew |
N/A
|
8.17K
$0
|