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 |
---|---|---|---|---|---|---|---|
May 07, 2021
Q1 2021
|
1 St Source Bank
|
SELL
|
- |
-9.48KClosed |
N/A
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-406Closed |
N/A
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
N/A
|
15.7K
$0
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.96KNew |
N/A
|
1.96K
$0
|
|
Q4 2020 | |||||||
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
13.3KNew |
N/A
|
13.3K
$0
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.17KNew |
N/A
|
2.17K
$0
|
|
Feb 12, 2021
Q4 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.5KClosed |
N/A
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.12K- 90.87% |
N/A
|
514
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.18KClosed |
N/A
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
58.2KNew |
N/A
|
58.2K
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$0
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-569Closed |
N/A
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-721Closed |
N/A
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.5KClosed |
N/A
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
165New |
N/A
|
165
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
18.5KNew |
N/A
|
18.5K
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.4KClosed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-18.1KClosed |
N/A
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.63KClosed |
N/A
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-252Closed |
N/A
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Life Steps Financial, Inc.
|
SELL
|
- |
-99.5KClosed |
N/A
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-165Closed |
N/A
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-955Closed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.63K+ 5.7% |
N/A
|
48.8K
$0
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
434New |
N/A
|
434
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-16.1KClosed |
N/A
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-22.8KClosed |
N/A
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Cottage Street Advisors LLC
|
SELL
|
- |
-156KClosed |
N/A
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Brookstone Capital Management
|
SELL
|
- |
-9.67KClosed |
N/A
|
0
$0
|
|
Apr 01, 2020
Q1 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-16.7KClosed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
540New |
N/A
|
540
$0
|
|
Jan 30, 2020
Q4 2019
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-235Closed |
N/A
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-4.33KClosed |
N/A
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Aspiriant, LLC
|
SELL
|
- |
-123KClosed |
N/A
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
BUY
|
- |
20+ 4.24% |
N/A
|
492
$0
|
|
Q3 2019 | |||||||
Oct 23, 2019
Q3 2019
|
Security Asset Management
|
SELL
|
- |
-32.4KClosed |
N/A
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-3.25KClosed |
N/A
|
0
$0
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.05KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12.4KClosed |
N/A
|
0
$0
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-196KClosed |
N/A
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-1.41KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
Jan 30, 2019
Q4 2018
|
Geneva Partners, LLC
|
SELL
|
- |
-9.41KClosed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.93KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
71.7KNew |
N/A
|
71.7K
$0
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.64KClosed |
N/A
|
0
$0
|
|
Oct 30, 2018
Q3 2018
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
47New |
N/A
|
47
$0
|