Latest Institutional Transactions on Ishares Ibonds Dec 2023 Term C (IBDO)
This table provides information on the latest institutional transactions involving Ishares Ibonds Dec 2023 Term C (IBDO) 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 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-10.5KClosed |
$272K - $273K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-2.96KClosed |
$76.9K - $77.2K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-43Closed |
$1.12K - $1.12K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2KClosed |
$52.1K - $52.3K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-8.2KClosed |
$214K - $214K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-38.8KClosed |
$1.01M - $1.01M
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-32.6KClosed |
$848K - $852K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.07KClosed |
$132K - $133K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-84Closed |
$2.19K - $2.21K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-548KClosed |
$14.3M - $14.4M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-2.88KClosed |
$75.1K - $75.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-267Closed |
$6.96K - $7.01K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-406Closed |
$10.6K - $10.7K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1KClosed |
$26.1K - $26.3K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-7.63KClosed |
$199K - $200K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
14.8KNew |
$386K - $388K
|
14.8K
$0
|
|
|
Mar 14, 2023
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
762+ 5.6% |
$19.9K - $20K
|
14.4K
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.76KClosed |
$203K - $204K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14KClosed |
$366K - $367K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.38KClosed |
$62.2K - $62.4K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
1 St Source Bank
|
BUY
|
- |
10.9KNew |
$286K - $288K
|
10.9K
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
54.6KNew |
$1.43M - $1.43M
|
54.6K
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-364Closed |
$9.51K - $9.58K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-62Closed |
$1.62K - $1.63K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
15.2KNew |
$396K - $399K
|
15.2K
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-614Closed |
$16K - $16.2K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
SELL
|
- |
-36Closed |
$940 - $947
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.88K+ 10.48% |
$71K - $75.4K
|
30.3K
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.09KClosed |
$26.8K - $28.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.49KClosed |
$234K - $249K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-250Closed |
$6.18K - $6.56K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Life Steps Financial, Inc.
|
SELL
|
- |
-91.7KClosed |
$2.27M - $2.41M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-870Closed |
$21.5K - $22.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-22.7KClosed |
$505K - $592K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
BUY
|
- |
455New |
$10.1K - $11.9K
|
455
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.69KClosed |
$171K - $201K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-235Closed |
$5.98K - $6.03K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Aspiriant, LLC
|
SELL
|
- |
-123KClosed |
$3.14M - $3.17M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 24, 2019
Q3 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-250Closed |
$6.32K - $6.42K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-7Closed |
$177 - $180
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-5.12KClosed |
$129K - $131K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10KClosed |
$243K - $252K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-161KClosed |
$3.9M - $4.04M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.15KClosed |
$100K - $104K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-1.02KClosed |
$24.5K - $25.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 30, 2019
Q4 2018
|
Geneva Partners, LLC
|
SELL
|
- |
-17.9KClosed |
$429K - $434K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-287Closed |
$6.95K - $7.02K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
47New |
$1.14K - $1.15K
|
47
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Altium Wealth Management LLC
|
SELL
|
- |
-8.23KClosed |
$199K - $202K
|
0
$0
|
|