Latest Institutional Purchases of Ishares Ibonds Dec 2023 Term C (IBDO)
This list provides information on the latest institutional transactions involving Ishares Ibonds Dec 2023 Term C (IBDO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
498K+ 68.44% |
$12.6M - $12.6M
|
1.23M
$0
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
375K+ 20113.72% |
$9.46M - $9.52M
|
377K
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
252K+ 14.18% |
$6.35M - $6.39M
|
2.03M
$0
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
222K+ 429.4% |
$5.59M - $5.63M
|
274K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
152K+ 66.94% |
$3.83M - $3.85M
|
379K
$0
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
77.2KNew |
$1.95M - $1.96M
|
77.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
71.9K+ 55.42% |
$1.81M - $1.82M
|
202K
$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 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
66.3K+ 18.03% |
$1.67M - $1.68M
|
434K
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.8K+ 37.48% |
$1.58M - $1.59M
|
230K
$0
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
60.9K+ 45.11% |
$1.53M - $1.54M
|
196K
$0
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
51.4K+ 30.11% |
$1.3M - $1.3M
|
222K
$0
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
46.6K+ 48.25% |
$1.17M - $1.18M
|
143K
$0
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
46.1K+ 18.37% |
$1.16M - $1.17M
|
297K
$0
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
35.5K+ 8.61% |
$894K - $899K
|
447K
$0
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
33.8KNew |
$852K - $857K
|
33.8K
$0
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
33.8KNew |
$852K - $857K
|
33.8K
$0
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.2K+ 38.27% |
$836K - $841K
|
120K
$0
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
26.4K+ 36.5% |
$665K - $669K
|
98.6K
$0
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
23.7K+ 72.46% |
$599K - $602K
|
56.5K
$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 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$503K - $506K
|
19.9K
$0
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
19.7KNew |
$498K - $501K
|
19.7K
$0
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.6K+ 123.22% |
$495K - $498K
|
35.5K
$0
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.1K+ 7.08% |
$481K - $484K
|
289K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19K+ 1.88% |
$478K - $481K
|
1.03M
$0
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
17.6KNew |
$445K - $447K
|
17.6K
$0
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
17.3K+ 4.16% |
$435K - $438K
|
433K
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.7K+ 2.06% |
$395K - $398K
|
777K
$0
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
15.4KNew |
$388K - $391K
|
15.4K
$0
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
14.6K+ 24.79% |
$368K - $370K
|
73.5K
$0
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14KNew |
$352K - $354K
|
14K
$0
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.9K+ 9.22% |
$351K - $353K
|
165K
$0
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
12.6K+ 3.73% |
$318K - $320K
|
351K
$0
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.3K+ 3.59% |
$310K - $312K
|
355K
$0
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
11.9K+ 55.11% |
$300K - $301K
|
33.5K
$0
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
11KNew |
$277K - $278K
|
11K
$0
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.4KNew |
$261K - $262K
|
10.4K
$0
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.92KNew |
$250K - $251K
|
9.92K
$0
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.65KNew |
$243K - $245K
|
9.65K
$0
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9.55KNew |
$241K - $242K
|
9.55K
$0
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9.3KNew |
$234K - $236K
|
9.3K
$0
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
9.16K+ 1.53% |
$231K - $232K
|
609K
$0
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
8.93K+ 9.69% |
$225K - $226K
|
101K
$0
|
|
Nov 13, 2023
Q3 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
8.47KNew |
$213K - $215K
|
8.47K
$0
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
8.46K+ 3.49% |
$213K - $215K
|
251K
$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
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8.4KNew |
$212K - $213K
|
8.4K
$0
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.37K+ 4.13% |
$211K - $212K
|
211K
$0
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.04KNew |
$203K - $204K
|
8.04K
$0
|