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 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.75K- 7.12% |
$44K - $44.3K
|
22.8K
$0
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.69K- 7.04% |
$42.6K - $42.9K
|
22.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.66K- 8.25% |
$41.8K - $42.1K
|
18.5K
$0
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.39K- 0.29% |
$35.1K - $35.3K
|
475K
$0
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.25K- 9.99% |
$31.6K - $31.8K
|
11.3K
$0
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.25K- 4.73% |
$31.5K - $31.7K
|
25.2K
$0
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.22K- 5.58% |
$30.8K - $30.9K
|
20.6K
$0
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.2K- 7.61% |
$30.3K - $30.4K
|
14.6K
$0
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.13K- 5.51% |
$28.6K - $28.7K
|
19.4K
$0
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.12K- 10.85% |
$28.3K - $28.5K
|
9.22K
$0
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.07K- 0.92% |
$27.1K - $27.2K
|
116K
$0
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.06K- 1.32% |
$26.6K - $26.8K
|
78.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1K- 0.7% |
$25.2K - $25.4K
|
142K
$0
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1K- 4.62% |
$25.2K - $25.4K
|
20.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-977- 32.17% |
$24.6K - $24.8K
|
2.06K
$0
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-951- 4.58% |
$24K - $24.1K
|
19.8K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-907- 2.26% |
$22.9K - $23K
|
39.2K
$0
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-836- 3.15% |
$21.1K - $21.2K
|
25.7K
$0
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-766- 4.53% |
$19.3K - $19.4K
|
16.1K
$0
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-666- 1.6% |
$16.8K - $16.9K
|
41K
$0
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-654- 1.72% |
$16.5K - $16.6K
|
37.3K
$0
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-635- 1.6% |
$16K - $16.1K
|
39.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-580- 5.17% |
$14.6K - $14.7K
|
10.6K
$0
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-580- 0.5% |
$14.6K - $14.7K
|
115K
$0
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-535- 1.41% |
$13.5K - $13.6K
|
37.5K
$0
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 25.0% |
$12.6K - $12.7K
|
1.5K
$0
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-444- 9.17% |
$11.2K - $11.3K
|
4.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-411- 4.76% |
$10.4K - $10.4K
|
8.23K
$0
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-305- 2.17% |
$7.69K - $7.73K
|
13.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-200- 0.66% |
$5.04K - $5.07K
|
30K
$0
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-200- 1.72% |
$5.04K - $5.07K
|
11.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-180- 1.77% |
$4.54K - $4.56K
|
10K
$0
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 0.31% |
$4.26K - $4.29K
|
54.2K
$0
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-150- 0.03% |
$3.78K - $3.8K
|
436K
$0
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-131- 0.4% |
$3.3K - $3.32K
|
32.5K
$0
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-112- 9.23% |
$2.82K - $2.84K
|
1.1K
$0
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-78- 0.35% |
$1.97K - $1.98K
|
22.5K
$0
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2- 0.03% |
$50.4 - $50.7
|
7.96K
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-717K- 89.6% |
$18M - $18.1M
|
83.2K
$0
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-404K- 5.52% |
$10.2M - $10.2M
|
6.92M
$0
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-123K- 18.76% |
$3.08M - $3.1M
|
531K
$0
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-59.7K- 77.79% |
$1.5M - $1.51M
|
17K
$0
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-59.3K- 80.73% |
$1.49M - $1.5M
|
14.1K
$0
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-37.4K- 54.28% |
$939K - $945K
|
31.5K
$0
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-32K- 4.42% |
$803K - $808K
|
691K
$0
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-19.9K- 40.13% |
$499K - $502K
|
29.6K
$0
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-19.9K- 40.13% |
$499K - $502K
|
29.6K
$0
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-16.3K- 37.29% |
$409K - $412K
|
27.4K
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4K- 97.96% |
$261K - $263K
|
216
$0
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6.47K- 11.81% |
$163K - $164K
|
48.3K
$0
|