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 |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.37KNew |
$209K - $211K
|
8.37K
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.33KNew |
$208K - $210K
|
8.33K
$0
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.69K+ 3240.35% |
$92.5K - $93.1K
|
3.81K
$0
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.21K+ 78.02% |
$80.4K - $80.9K
|
7.33K
$0
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.39K+ 3859.68% |
$59.9K - $60.3K
|
2.46K
$0
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.18KNew |
$54.4K - $54.8K
|
2.18K
$0
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.79K+ 8.49% |
$44.7K - $45K
|
22.8K
$0
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$25K - $25.2K
|
1K
$0
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
880+ 1.96% |
$22K - $22.2K
|
45.9K
$0
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
196New |
$4.91K - $4.94K
|
196
$0
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
58New |
$1.45K - $1.46K
|
58
$0
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
49.4KNew |
$1.23M - $1.24M
|
49.4K
$0
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
21.5KNew |
$536K - $539K
|
21.5K
$0
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
21.4KNew |
$532K - $535K
|
21.4K
$0
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
16.5KNew |
$411K - $413K
|
16.5K
$0
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
15KNew |
$373K - $375K
|
15K
$0
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
13.2KNew |
$329K - $331K
|
13.2K
$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
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.76KNew |
$218K - $219K
|
8.76K
$0
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.26KNew |
$206K - $207K
|
8.26K
$0
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8KNew |
$199K - $200K
|
8K
$0
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.55KNew |
$88.4K - $89K
|
3.55K
$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 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.41KNew |
$35.1K - $35.4K
|
1.41K
$0
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.2KNew |
$29.9K - $30.1K
|
1.2K
$0
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19.9K - $20K
|
800
$0
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
648New |
$16.1K - $16.2K
|
648
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
374New |
$9.32K - $9.37K
|
374
$0
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
252New |
$6.28K - $6.32K
|
252
$0
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
60+ 3000.0% |
$1.49K - $1.5K
|
62
$0
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
18+ 0.1% |
$448 - $451
|
17.2K
$0
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
BUY
|
- |
4+ 0.04% |
$99.6 - $100
|
10.6K
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
20KNew |
$499K - $503K
|
20K
$0
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.98KNew |
$249K - $251K
|
9.98K
$0
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.09KNew |
$52.2K - $52.6K
|
2.09K
$0
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.4KNew |
$35K - $35.2K
|
1.4K
$0
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
930+ 2.94% |
$23.2K - $23.4K
|
32.5K
$0
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
405New |
$10.1K - $10.2K
|
405
$0
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
223New |
$5.57K - $5.61K
|
223
$0
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
151New |
$3.77K - $3.8K
|
151
$0
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
33KNew |
$826K - $834K
|
33K
$0
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9.69KNew |
$242K - $245K
|
9.69K
$0
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
9KNew |
$225K - $227K
|
9K
$0
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.92KNew |
$47.9K - $48.4K
|
1.92K
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.2KNew |
$30K - $30.3K
|
1.2K
$0
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
40+ 0.4% |
$1K - $1.01K
|
10.1K
$0
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
15.6KNew |
$393K - $400K
|
15.6K
$0
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.36KNew |
$236K - $240K
|
9.36K
$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
|