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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.7K- 41.78% |
$143K - $144K
|
7.94K
$0
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-5.67K- 21.03% |
$142K - $143K
|
21.3K
$0
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-4.35K- 12.02% |
$109K - $110K
|
31.9K
$0
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.2K- 20.9% |
$106K - $106K
|
15.9K
$0
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4K- 18.18% |
$101K - $101K
|
18K
$0
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.87K- 9.58% |
$47K - $47.3K
|
17.6K
$0
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.4K- 14.97% |
$35.2K - $35.4K
|
7.95K
$0
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.39K- 5.37% |
$34.9K - $35.1K
|
24.5K
$0
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.35K- 6.49% |
$33.8K - $34K
|
19.4K
$0
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.1K- 9.26% |
$27.5K - $27.7K
|
10.7K
$0
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.01K- 28.94% |
$25.4K - $25.6K
|
2.48K
$0
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-804- 8.36% |
$20.2K - $20.3K
|
8.81K
$0
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-799- 89.37% |
$20.1K - $20.2K
|
95
$0
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-685- 7.73% |
$17.2K - $17.3K
|
8.18K
$0
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-590- 1.91% |
$14.8K - $14.9K
|
30.3K
$0
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-400- 2.69% |
$10.1K - $10.1K
|
14.5K
$0
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-250- 0.67% |
$6.28K - $6.32K
|
37.2K
$0
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-245- 1.71% |
$6.16K - $6.2K
|
14K
$0
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-200- 3.99% |
$5.03K - $5.06K
|
4.81K
$0
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-198- 2.18% |
$4.98K - $5.01K
|
8.9K
$0
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 54.55% |
$151 - $152
|
5
$0
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-9.35M- 96.03% |
$234M - $235M
|
386K
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.62K- 71.97% |
$216K - $217K
|
3.36K
$0
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-3.53K- 7.31% |
$88.4K - $89K
|
44.8K
$0
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.63K- 14.05% |
$40.9K - $41.2K
|
10K
$0
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.2K- 3.86% |
$30K - $30.2K
|
29.9K
$0
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-505- 15.76% |
$12.6K - $12.7K
|
2.7K
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-88K- 34.47% |
$2.19M - $2.21M
|
167K
$0
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-33.3K- 41.43% |
$829K - $834K
|
47.1K
$0
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-23.2K- 14.48% |
$579K - $582K
|
137K
$0
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-20.1K- 5.03% |
$501K - $504K
|
380K
$0
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-5.33K- 25.29% |
$133K - $134K
|
15.8K
$0
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-4K- 16.39% |
$99.6K - $100K
|
20.4K
$0
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.8K- 16.05% |
$44.7K - $45K
|
9.39K
$0
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-760- 6.25% |
$18.9K - $19K
|
11.4K
$0
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-390- 2.21% |
$9.71K - $9.77K
|
17.3K
$0
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-338- 2.09% |
$8.42K - $8.47K
|
15.8K
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-181K- 90.72% |
$4.52M - $4.55M
|
18.5K
$0
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-114K- 85.19% |
$2.84M - $2.86M
|
19.7K
$0
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-68.2K- 64.39% |
$1.7M - $1.72M
|
37.7K
$0
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-2.93K- 2.47% |
$73.1K - $73.6K
|
115K
$0
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.5K- 7.04% |
$62.4K - $62.9K
|
33K
$0
|
|
Q2 2022 | |||||||
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.13MClosed |
$178M - $180M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-1.51M- 99.37% |
$37.8M - $38.2M
|
9.64K
$0
|
|
Jul 28, 2022
Q2 2022
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-50KClosed |
$1.25M - $1.26M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-24.6KClosed |
$615K - $621K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-22.9K- 67.24% |
$571K - $577K
|
11.1K
$0
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-19.6KClosed |
$489K - $494K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-9.86KClosed |
$247K - $249K
|
0
$0
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.74KClosed |
$43.5K - $44K
|
0
$0
|