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 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
68+ 0.15% |
$1.71K - $1.72K
|
43.9K
$0
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 0.18% |
$1.66K - $1.67K
|
36.2K
$0
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
43+ 0.13% |
$1.08K - $1.09K
|
33.2K
$0
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
32+ 0.07% |
$807 - $812
|
44.7K
$0
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
30+ 4.44% |
$756 - $761
|
706
$0
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
23+ 0.26% |
$580 - $583
|
8.89K
$0
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
22+ 1.03% |
$555 - $558
|
2.15K
$0
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 0.57% |
$429 - $431
|
3.01K
$0
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
7+ 0.02% |
$176 - $178
|
44.4K
$0
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2+ 0.01% |
$50.4 - $50.7
|
14.2K
$0
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.56% |
$50.4 - $50.7
|
130
$0
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
163KNew |
$4.09M - $4.11M
|
163K
$0
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
72.6KNew |
$1.82M - $1.84M
|
72.6K
$0
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
28.4KNew |
$715K - $719K
|
28.4K
$0
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
28.3KNew |
$711K - $715K
|
28.3K
$0
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
22.9K+ 9.93% |
$576K - $579K
|
253K
$0
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
17.9KNew |
$451K - $453K
|
17.9K
$0
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.12KNew |
$229K - $231K
|
9.12K
$0
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.1K+ 97.46% |
$229K - $230K
|
18.4K
$0
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8.03KNew |
$202K - $203K
|
8.03K
$0
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.5K+ 217.39% |
$188K - $190K
|
11K
$0
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
4.01K+ 2.08% |
$101K - $102K
|
197K
$0
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.57KNew |
$89.7K - $90.3K
|
3.57K
$0
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.1KNew |
$77.9K - $78.4K
|
3.1K
$0
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.44K+ 9.9% |
$61.3K - $61.7K
|
27.1K
$0
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.87KNew |
$47K - $47.3K
|
1.87K
$0
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.4KNew |
$35.2K - $35.4K
|
1.4K
$0
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.2K+ 9.53% |
$30.2K - $30.3K
|
13.8K
$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
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
790New |
$19.9K - $20K
|
790
$0
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
451New |
$11.3K - $11.4K
|
451
$0
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
440+ 3.5% |
$11.1K - $11.1K
|
13K
$0
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
414New |
$10.4K - $10.5K
|
414
$0
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
380+ 2.5% |
$9.55K - $9.61K
|
15.6K
$0
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
196+ 0.71% |
$4.93K - $4.96K
|
27.7K
$0
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
180+ 0.82% |
$4.52K - $4.55K
|
22.1K
$0
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
177+ 0.41% |
$4.45K - $4.48K
|
42.9K
$0
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
44New |
$1.11K - $1.11K
|
44
$0
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 0.91% |
$75.4 - $75.9
|
333
$0
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
254KNew |
$6.36M - $6.4M
|
254K
$0
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
119KNew |
$2.98M - $3M
|
119K
$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 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
49.3KNew |
$1.23M - $1.24M
|
49.3K
$0
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
33.9KNew |
$847K - $853K
|
33.9K
$0
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22K+ 116.43% |
$551K - $554K
|
40.9K
$0
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
21K+ 14.95% |
$525K - $529K
|
161K
$0
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
14.4KNew |
$360K - $362K
|
14.4K
$0
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.1K+ 126.08% |
$279K - $281K
|
20K
$0
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.9KNew |
$272K - $274K
|
10.9K
$0
|