Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-12K- 46.2% |
$303K - $304K
|
14K
$0
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-11.7K- 4.31% |
$296K - $297K
|
260K
$0
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-11.6K- 48.28% |
$292K - $294K
|
12.4K
$0
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-11.4K- 7.26% |
$288K - $290K
|
146K
$0
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-10.7K- 6.95% |
$270K - $272K
|
144K
$0
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-10.5K- 2.3% |
$265K - $266K
|
446K
$0
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-9.41K- 98.11% |
$237K - $239K
|
181
$0
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.23K- 3.72% |
$233K - $234K
|
239K
$0
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-8.6K- 17.02% |
$217K - $218K
|
41.9K
$0
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-8.03K- 25.68% |
$202K - $204K
|
23.2K
$0
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-8.01K- 3.77% |
$202K - $203K
|
204K
$0
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-7.77K- 80.51% |
$196K - $197K
|
1.88K
$0
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-7.27K- 2.98% |
$183K - $184K
|
237K
$0
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.25K- 22.57% |
$183K - $184K
|
24.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.18K- 0.63% |
$181K - $182K
|
1.14M
$0
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6.9K- 11.88% |
$174K - $175K
|
51.2K
$0
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.53K- 2.72% |
$165K - $166K
|
234K
$0
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.51K- 13.44% |
$164K - $165K
|
41.9K
$0
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.39K- 7.59% |
$161K - $162K
|
77.7K
$0
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.4K- 13.69% |
$136K - $137K
|
34.1K
$0
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-5.39K- 5.28% |
$136K - $137K
|
96.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.08K- 4.2% |
$128K - $129K
|
116K
$0
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.98K- 1.66% |
$125K - $126K
|
295K
$0
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.89K- 9.34% |
$123K - $124K
|
47.5K
$0
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.75K- 11.26% |
$120K - $121K
|
37.4K
$0
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.46K- 8.69% |
$112K - $113K
|
46.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-4.36K- 1.41% |
$110K - $110K
|
306K
$0
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.31K- 1.19% |
$109K - $109K
|
356K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.2K- 0.62% |
$106K - $107K
|
678K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.16K- 0.9% |
$105K - $106K
|
459K
$0
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-4.14K- 1.63% |
$104K - $105K
|
249K
$0
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-3.49K- 8.26% |
$88K - $88.5K
|
38.8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3.42K- 13.78% |
$86.3K - $86.8K
|
21.4K
$0
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.05K- 3.97% |
$76.8K - $77.3K
|
73.7K
$0
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.02K- 25.66% |
$76.2K - $76.6K
|
8.76K
$0
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.8K- 7.25% |
$70.5K - $71K
|
35.8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.77K- 33.59% |
$69.8K - $70.2K
|
5.48K
$0
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.64K- 2.98% |
$66.5K - $66.8K
|
85.9K
$0
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.47K- 0.76% |
$62.3K - $62.7K
|
321K
$0
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.34K- 2.36% |
$58.9K - $59.3K
|
96.6K
$0
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.18K- 10.47% |
$54.9K - $55.3K
|
18.6K
$0
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.12K- 6.88% |
$53.4K - $53.7K
|
28.7K
$0
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.06K- 2.11% |
$51.9K - $52.2K
|
95.7K
$0
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.98K- 14.87% |
$50K - $50.3K
|
11.4K
$0
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.9K- 6.39% |
$47.9K - $48.2K
|
27.9K
$0
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.89K- 2.88% |
$47.6K - $47.9K
|
63.6K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.83K- 5.4% |
$46.2K - $46.5K
|
32.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.8K- 8.78% |
$45.4K - $45.6K
|
18.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.78K- 10.56% |
$44.9K - $45.2K
|
15.1K
$0
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.77K- 6.47% |
$44.5K - $44.8K
|
25.5K
$0
|