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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.8K- 16.05% |
$44.7K - $45K
|
9.39K
$0
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
648New |
$16.1K - $16.2K
|
648
$0
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.2KNew |
$29.9K - $30.1K
|
1.2K
$0
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
60+ 3000.0% |
$1.49K - $1.5K
|
62
$0
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-4K- 16.39% |
$99.6K - $100K
|
20.4K
$0
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.76KNew |
$218K - $219K
|
8.76K
$0
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.2KNew |
$305K - $307K
|
12.2K
$0
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.41KNew |
$35.1K - $35.4K
|
1.41K
$0
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-390- 2.21% |
$9.71K - $9.77K
|
17.3K
$0
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
49.4KNew |
$1.23M - $1.24M
|
49.4K
$0
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
16.5KNew |
$411K - $413K
|
16.5K
$0
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.65KNew |
$41.1K - $41.4K
|
1.65K
$0
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-760- 6.25% |
$18.9K - $19K
|
11.4K
$0
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
18+ 0.1% |
$448 - $451
|
17.2K
$0
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-20.1K- 5.03% |
$501K - $504K
|
380K
$0
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
13.2KNew |
$329K - $331K
|
13.2K
$0
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
252New |
$6.28K - $6.32K
|
252
$0
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.55KNew |
$88.4K - $89K
|
3.55K
$0
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
21.4KNew |
$532K - $535K
|
21.4K
$0
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-23.2K- 14.48% |
$579K - $582K
|
137K
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.98KNew |
$249K - $251K
|
9.98K
$0
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-181K- 90.72% |
$4.52M - $4.55M
|
18.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
20KNew |
$499K - $503K
|
20K
$0
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.5K- 7.04% |
$62.4K - $62.9K
|
33K
$0
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
223New |
$5.57K - $5.61K
|
223
$0
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-114K- 85.19% |
$2.84M - $2.86M
|
19.7K
$0
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.4KNew |
$35K - $35.2K
|
1.4K
$0
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
405New |
$10.1K - $10.2K
|
405
$0
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
930+ 2.94% |
$23.2K - $23.4K
|
32.5K
$0
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-68.2K- 64.39% |
$1.7M - $1.72M
|
37.7K
$0
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-2.93K- 2.47% |
$73.1K - $73.6K
|
115K
$0
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
151New |
$3.77K - $3.8K
|
151
$0
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.09KNew |
$52.2K - $52.6K
|
2.09K
$0
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.72KClosed |
$42.9K - $43.3K
|
0
$0
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.74KClosed |
$43.5K - $44K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-24.6KClosed |
$615K - $621K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
40+ 0.4% |
$1K - $1.01K
|
10.1K
$0
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9.69KNew |
$242K - $245K
|
9.69K
$0
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
33KNew |
$826K - $834K
|
33K
$0
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-9.86KClosed |
$247K - $249K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.13MClosed |
$178M - $180M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-50KClosed |
$1.25M - $1.26M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-22.9K- 67.24% |
$571K - $577K
|
11.1K
$0
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-670- 6.57% |
$16.8K - $16.9K
|
9.53K
$0
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
9KNew |
$225K - $227K
|
9K
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.2KNew |
$30K - $30.3K
|
1.2K
$0
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-19.6KClosed |
$489K - $494K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-170Closed |
$4.25K - $4.29K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-1.51M- 99.37% |
$37.8M - $38.2M
|
9.64K
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-818Closed |
$20.5K - $20.7K
|
0
$0
|