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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
7.92KNew |
$200K - $201K
|
7.92K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7.71KNew |
$194K - $196K
|
7.71K
$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 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.11K+ 2.54% |
$179K - $180K
|
287K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.68K+ 1.28% |
$168K - $169K
|
527K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.38K+ 4.97% |
$161K - $162K
|
135K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.36K+ 13.86% |
$160K - $161K
|
52.2K
$0
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.06KNew |
$153K - $154K
|
6.06K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.89K+ 4.47% |
$123K - $124K
|
114K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.71K+ 34.17% |
$119K - $119K
|
18.5K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.5K+ 19.16% |
$113K - $114K
|
28K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3.92K+ 13.49% |
$98.9K - $99.5K
|
33K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.68K+ 12.9% |
$92.8K - $93.4K
|
32.2K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
2.79K+ 3.06% |
$70.4K - $70.8K
|
93.9K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2.6K+ 6.61% |
$65.5K - $65.9K
|
41.9K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Strid Group, LLC
|
BUY
|
- |
2.58K+ 0.79% |
$64.9K - $65.3K
|
327K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.48K+ 23.04% |
$62.6K - $63K
|
13.3K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.47KNew |
$62.3K - $62.7K
|
2.47K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.35K+ 22.92% |
$59.2K - $59.5K
|
12.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.29K+ 4.29% |
$57.8K - $58.1K
|
55.7K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
2.18K+ 17.93% |
$54.9K - $55.2K
|
14.3K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.04K+ 9.47% |
$51.4K - $51.7K
|
23.6K
$0
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.74K+ 3.12% |
$43.9K - $44.1K
|
57.5K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.7K+ 2.97% |
$42.8K - $43.1K
|
58.9K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.56K+ 15.93% |
$39.3K - $39.5K
|
11.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.52K+ 8.3% |
$38.4K - $38.6K
|
19.9K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.46K+ 23.84% |
$36.8K - $37K
|
7.59K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.31K+ 3.63% |
$32.9K - $33.1K
|
37.3K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.23K+ 2.17% |
$30.9K - $31.1K
|
57.6K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.09K+ 4.45% |
$27.4K - $27.5K
|
25.5K
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
635New |
$16K - $16.1K
|
635
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
564+ 0.08% |
$14.2K - $14.3K
|
698K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
564+ 0.94% |
$14.2K - $14.3K
|
60.3K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
477+ 1.06% |
$12K - $12.1K
|
45.4K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
418New |
$10.5K - $10.6K
|
418
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
407+ 1.5% |
$10.3K - $10.3K
|
27.6K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
400New |
$10.1K - $10.1K
|
400
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
360+ 1.06% |
$9.08K - $9.13K
|
34.2K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
311New |
$7.84K - $7.89K
|
311
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
263+ 751.43% |
$6.63K - $6.67K
|
298
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
259+ 0.23% |
$6.53K - $6.57K
|
111K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
253+ 0.57% |
$6.38K - $6.42K
|
44.3K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
240+ 8.81% |
$6.05K - $6.09K
|
2.97K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
219+ 1.07% |
$5.52K - $5.55K
|
20.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
175+ 1.02% |
$4.41K - $4.44K
|
17.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
170+ 0.08% |
$4.29K - $4.31K
|
220K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
169+ 0.57% |
$4.26K - $4.29K
|
29.9K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
124+ 0.06% |
$3.13K - $3.14K
|
205K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
116+ 0.35% |
$2.92K - $2.94K
|
33.1K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
84+ 0.6% |
$2.12K - $2.13K
|
14.1K
$0
|