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 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-279K- 15.75% |
$7.03M - $7.08M
|
1.49M
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-535- 1.41% |
$13.5K - $13.6K
|
37.5K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1K- 4.62% |
$25.2K - $25.4K
|
20.7K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
498K+ 68.44% |
$12.6M - $12.6M
|
1.23M
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2- 0.03% |
$50.4 - $50.7
|
7.96K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.7K+ 2.97% |
$42.8K - $43.1K
|
58.9K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9.3KNew |
$234K - $236K
|
9.3K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.23K- 3.72% |
$233K - $234K
|
239K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-131- 0.4% |
$3.3K - $3.32K
|
32.5K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
11.9K+ 55.11% |
$300K - $301K
|
33.5K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.89K- 2.88% |
$47.6K - $47.9K
|
63.6K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
8.46K+ 3.49% |
$213K - $215K
|
251K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3.92K+ 13.49% |
$98.9K - $99.5K
|
33K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
2.79K+ 3.06% |
$70.4K - $70.8K
|
93.9K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
19.7KNew |
$498K - $501K
|
19.7K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-8.03K- 25.68% |
$202K - $204K
|
23.2K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
43+ 0.13% |
$1.08K - $1.09K
|
33.2K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-10.7K- 6.95% |
$270K - $272K
|
144K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-112- 9.23% |
$2.82K - $2.84K
|
1.1K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-16.7K- 11.6% |
$421K - $424K
|
127K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
30+ 4.44% |
$756 - $761
|
706
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2+ 0.01% |
$50.4 - $50.7
|
14.2K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.69K- 7.04% |
$42.6K - $42.9K
|
22.3K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-33K- 26.36% |
$833K - $838K
|
92.3K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.02K- 25.66% |
$76.2K - $76.6K
|
8.76K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.47KNew |
$62.3K - $62.7K
|
2.47K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.68K+ 12.9% |
$92.8K - $93.4K
|
32.2K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-150- 0.03% |
$3.78K - $3.8K
|
436K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-951- 4.58% |
$24K - $24.1K
|
19.8K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.89K+ 4.47% |
$123K - $124K
|
114K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.06K- 2.11% |
$51.9K - $52.2K
|
95.7K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.23K+ 2.17% |
$30.9K - $31.1K
|
57.6K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
84+ 0.6% |
$2.12K - $2.13K
|
14.1K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
17.3K+ 4.16% |
$435K - $438K
|
433K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-32.2K- 7.7% |
$813K - $817K
|
386K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.07K- 0.92% |
$27.1K - $27.2K
|
116K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
7.92KNew |
$200K - $201K
|
7.92K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-28.9K- 5.48% |
$729K - $733K
|
499K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-7.77K- 80.51% |
$196K - $197K
|
1.88K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.56% |
$50.4 - $50.7
|
130
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.21K+ 10.89% |
$182K - $183K
|
73.4K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.77K- 6.47% |
$44.5K - $44.8K
|
25.5K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-73K- 23.86% |
$1.84M - $1.85M
|
233K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.8K- 32.04% |
$599K - $602K
|
50.4K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.2K- 0.62% |
$106K - $107K
|
678K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.3K- 4.58% |
$1.34M - $1.35M
|
1.11M
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.39K- 7.59% |
$161K - $162K
|
77.7K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
60.9K+ 45.11% |
$1.53M - $1.54M
|
196K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-41.1K- 9.88% |
$1.04M - $1.04M
|
375K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.56K+ 15.93% |
$39.3K - $39.5K
|
11.3K
$0
|