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 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.92KNew |
$47.9K - $48.4K
|
1.92K
$0
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250Closed |
$6.25K - $6.32K
|
0
$0
|
|
Q1 2022 | |||||||
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.36KNew |
$236K - $240K
|
9.36K
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 5.8% |
$2.52K - $2.57K
|
1.63K
$0
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
470New |
$11.9K - $12.1K
|
470
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.1KClosed |
$204K - $208K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-592Closed |
$14.9K - $15.2K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-44KClosed |
$1.11M - $1.13M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5.08KClosed |
$128K - $130K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
15.6KNew |
$393K - $400K
|
15.6K
$0
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-17KClosed |
$428K - $435K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
561New |
$14.1K - $14.4K
|
561
$0
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-15.6KClosed |
$393K - $400K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-816KClosed |
$20.6M - $20.9M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.85KClosed |
$97.1K - $98.8K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
215+ 1.3% |
$5.42K - $5.52K
|
16.7K
$0
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-1.09K- 54.94% |
$27.4K - $27.8K
|
890
$0
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-12.3KClosed |
$311K - $316K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.04KClosed |
$26.2K - $26.6K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.03KClosed |
$76.4K - $77.7K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-10.9KClosed |
$274K - $279K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.05KClosed |
$51.7K - $52.6K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-16Closed |
$404 - $411
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-23.1KClosed |
$581K - $591K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
8.51KNew |
$214K - $218K
|
8.51K
$0
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2K+ 13.16% |
$50.4K - $51.3K
|
17.2K
$0
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-79Closed |
$1.99K - $2.03K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-19.5KClosed |
$493K - $501K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
189New |
$4.85K - $4.91K
|
189
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-166Closed |
$4.26K - $4.31K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-284Closed |
$7.29K - $7.38K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$25.7 - $26
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-439KClosed |
$11.3M - $11.4M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.76% |
$25.7 - $26
|
133
$0
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.4KNew |
$293K - $296K
|
11.4K
$0
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
8.44KNew |
$217K - $219K
|
8.44K
$0
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-314Closed |
$8.06K - $8.15K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-174Closed |
$4.46K - $4.52K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.91KClosed |
$49K - $49.6K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-823- 7.15% |
$21.1K - $21.4K
|
10.7K
$0
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.76KClosed |
$250K - $253K
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-78.5KClosed |
$2.01M - $2.04M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
585New |
$15.2K - $15.2K
|
585
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-13.6KClosed |
$352K - $353K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-8.66KClosed |
$225K - $226K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.12KClosed |
$29K - $29.1K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-9.71KClosed |
$252K - $253K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-34Closed |
$883 - $886
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-99Closed |
$2.57K - $2.58K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.49KNew |
$38.7K - $38.8K
|
1.49K
$0
|