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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.78K- 10.56% |
$44.9K - $45.2K
|
15.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6.9K- 11.88% |
$174K - $175K
|
51.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.83K- 5.4% |
$46.2K - $46.5K
|
32.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-410K- 81.5% |
$10.3M - $10.4M
|
93K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
253+ 0.57% |
$6.38K - $6.42K
|
44.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.4KNew |
$261K - $262K
|
10.4K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
17.6KNew |
$445K - $447K
|
17.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-34.8K- 6.2% |
$877K - $882K
|
526K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-66.1K- 46.26% |
$1.67M - $1.68M
|
76.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1K- 0.7% |
$25.2K - $25.4K
|
142K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.77K- 33.59% |
$69.8K - $70.2K
|
5.48K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
77.2KNew |
$1.95M - $1.96M
|
77.2K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
170+ 0.08% |
$4.29K - $4.31K
|
220K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
12.6K+ 3.73% |
$318K - $320K
|
351K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.45K+ 32.74% |
$213K - $214K
|
34.2K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.66K- 8.25% |
$41.8K - $42.1K
|
18.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9.55KNew |
$241K - $242K
|
9.55K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.18K- 0.63% |
$181K - $182K
|
1.14M
$0
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
32+ 0.07% |
$807 - $812
|
44.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-480K- 22.99% |
$12.1M - $12.2M
|
1.61M
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-977- 32.17% |
$24.6K - $24.8K
|
2.06K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
51.4K+ 30.11% |
$1.3M - $1.3M
|
222K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.8K+ 37.48% |
$1.58M - $1.59M
|
230K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-118K- 26.81% |
$2.98M - $2.99M
|
322K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-340K- 17.2% |
$8.57M - $8.62M
|
1.64M
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.7K- 6.09% |
$395K - $397K
|
242K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-200- 0.66% |
$5.04K - $5.07K
|
30K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
8.47KNew |
$213K - $215K
|
8.47K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
407+ 1.5% |
$10.3K - $10.3K
|
27.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
67.7K+ 111.45% |
$1.71M - $1.72M
|
128K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-411- 4.76% |
$10.4K - $10.4K
|
8.23K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.8K- 8.78% |
$45.4K - $45.6K
|
18.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
175+ 1.02% |
$4.41K - $4.44K
|
17.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3.42K- 13.78% |
$86.3K - $86.8K
|
21.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8.4KNew |
$212K - $213K
|
8.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19K+ 1.88% |
$478K - $481K
|
1.03M
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-100K- 55.72% |
$2.53M - $2.55M
|
79.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-24.2K- 25.62% |
$610K - $613K
|
70.2K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
15.4KNew |
$388K - $391K
|
15.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-4.36K- 1.41% |
$110K - $110K
|
306K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$503K - $506K
|
19.9K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-13.4K- 14.25% |
$339K - $341K
|
80.8K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.9K- 6.39% |
$47.9K - $48.2K
|
27.9K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22.2K+ 176.45% |
$558K - $562K
|
34.7K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
7+ 0.02% |
$176 - $178
|
44.4K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-485K- 28.66% |
$12.2M - $12.3M
|
1.21M
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-6.19M- 96.19% |
$156M - $157M
|
245K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.89K- 9.34% |
$123K - $124K
|
47.5K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
26.4K+ 36.5% |
$665K - $669K
|
98.6K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
22+ 1.03% |
$555 - $558
|
2.15K
$0
|