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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-123K- 18.76% |
$3.08M - $3.1M
|
531K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-685- 7.73% |
$17.2K - $17.3K
|
8.18K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
28.3KNew |
$711K - $715K
|
28.3K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.87K- 9.58% |
$47K - $47.3K
|
17.6K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-19.9K- 40.13% |
$499K - $502K
|
29.6K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-400- 2.69% |
$10.1K - $10.1K
|
14.5K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
4.01K+ 2.08% |
$101K - $102K
|
197K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
939+ 3.27% |
$23.6K - $23.7K
|
29.6K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-4.35K- 12.02% |
$109K - $110K
|
31.9K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-37.4K- 54.28% |
$939K - $945K
|
31.5K
$0
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-200- 3.99% |
$5.03K - $5.06K
|
4.81K
$0
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.18KNew |
$54.4K - $54.8K
|
2.18K
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.33KNew |
$208K - $210K
|
8.33K
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.39K+ 3859.68% |
$59.9K - $60.3K
|
2.46K
$0
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
196New |
$4.91K - $4.94K
|
196
$0
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.9KNew |
$272K - $274K
|
10.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.2K- 3.86% |
$30K - $30.2K
|
29.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
119KNew |
$2.98M - $3M
|
119K
$0
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
58New |
$1.45K - $1.46K
|
58
$0
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-9.35M- 96.03% |
$234M - $235M
|
386K
$0
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
49.3KNew |
$1.23M - $1.24M
|
49.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22K+ 116.43% |
$551K - $554K
|
40.9K
$0
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
880+ 1.96% |
$22K - $22.2K
|
45.9K
$0
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$25K - $25.2K
|
1K
$0
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
96.4KNew |
$2.41M - $2.43M
|
96.4K
$0
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
84.5K+ 83.23% |
$2.11M - $2.13M
|
186K
$0
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.1K+ 126.08% |
$279K - $281K
|
20K
$0
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
254KNew |
$6.36M - $6.4M
|
254K
$0
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-505- 15.76% |
$12.6K - $12.7K
|
2.7K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.79K+ 8.49% |
$44.7K - $45K
|
22.8K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
21K+ 14.95% |
$525K - $529K
|
161K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.62K- 71.97% |
$216K - $217K
|
3.36K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.69K+ 3240.35% |
$92.5K - $93.1K
|
3.81K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
33.9KNew |
$847K - $853K
|
33.9K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.63K- 14.05% |
$40.9K - $41.2K
|
10K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.37KNew |
$209K - $211K
|
8.37K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-3.53K- 7.31% |
$88.4K - $89K
|
44.8K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.21K+ 78.02% |
$80.4K - $80.9K
|
7.33K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
14.4KNew |
$360K - $362K
|
14.4K
$0
|
|
| Q4 2022 | |||||||
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
21.5KNew |
$536K - $539K
|
21.5K
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
BUY
|
- |
4+ 0.04% |
$99.6 - $100
|
10.6K
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-5.33K- 25.29% |
$133K - $134K
|
15.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
15KNew |
$373K - $375K
|
15K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-338- 2.09% |
$8.42K - $8.47K
|
15.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19.9K - $20K
|
800
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-33.3K- 41.43% |
$829K - $834K
|
47.1K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8KNew |
$199K - $200K
|
8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
374New |
$9.32K - $9.37K
|
374
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-88K- 34.47% |
$2.19M - $2.21M
|
167K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.26KNew |
$206K - $207K
|
8.26K
$0
|
|