Latest Institutional Transactions on Ishares Ibonds Dec 2024 Term C (IBDP)
This table provides information on the latest institutional transactions involving Ishares Ibonds Dec 2024 Term C (IBDP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-373- 0.04% |
$9.14K - $9.19K
|
975K
$24.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31+ 0.07% |
$760 - $764
|
44.9K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.09K+ 0.65% |
$26.6K - $26.8K
|
169K
$4.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
133New |
$3.26K - $3.28K
|
133
$3.34K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20.3K- 48.5% |
$498K - $501K
|
21.6K
$543K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
105+ 1.02% |
$2.57K - $2.59K
|
10.4K
$262K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 9.37% |
$61.3K - $61.6K
|
24.2K
$608K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
14.7KNew |
$360K - $363K
|
14.7K
$370K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-30.3K- 54.6% |
$741K - $746K
|
25.1K
$632K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
51.2KNew |
$1.25M - $1.26M
|
51.2K
$1.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1K- 10.87% |
$24.5K - $24.7K
|
8.2K
$206K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
817New |
$20K - $20.1K
|
817
$20.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
113K+ 178.39% |
$2.78M - $2.8M
|
177K
$4.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6.84K- 15.56% |
$168K - $169K
|
37.1K
$934K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-20.3K- 48.5% |
$498K - $501K
|
21.6K
$543K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
52.4KNew |
$1.28M - $1.29M
|
52.4K
$1.32M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$24.4K - $24.6K
|
1K
$25.2K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
96.8KNew |
$2.36M - $2.39M
|
96.8K
$2.43M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.7KNew |
$90.2K - $91.2K
|
3.7K
$93.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12K- 73.57% |
$293K - $296K
|
4.31K
$108K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.58KNew |
$112K - $113K
|
4.58K
$115K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
34.1KNew |
$832K - $841K
|
34.1K
$858K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.57KNew |
$209K - $211K
|
8.57K
$215K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-591- 49.25% |
$14.4K - $14.6K
|
609
$15.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
22.4KNew |
$547K - $553K
|
22.4K
$564K
|
|
| Q4 2022 | |||||||
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
17.9KNew |
$432K - $438K
|
17.9K
$449K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-972- 2.71% |
$23.5K - $23.8K
|
34.9K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.78K- 34.78% |
$115K - $117K
|
8.95K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$96.7 - $98
|
4
$101
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-45.9K- 21.4% |
$1.11M - $1.13M
|
169K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19.3K - $19.6K
|
800
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
15.3KNew |
$370K - $375K
|
15.3K
$385K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
644New |
$15.6K - $15.8K
|
644
$16.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.43KNew |
$34.6K - $35K
|
1.43K
$36K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.2KNew |
$29K - $29.4K
|
1.2K
$30.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.4KNew |
$325K - $329K
|
13.4K
$338K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
531New |
$12.8K - $13K
|
531
$13.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-725- 7.9% |
$17.5K - $17.8K
|
8.45K
$213K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-99.5K- 25.21% |
$2.4M - $2.44M
|
295K
$7.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
19+ 0.12% |
$459 - $466
|
16.3K
$409K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19.6KNew |
$475K - $481K
|
19.6K
$494K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
13.5KNew |
$327K - $331K
|
13.5K
$340K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.5KNew |
$84.6K - $85.8K
|
3.5K
$88.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
26.6KNew |
$642K - $650K
|
26.6K
$668K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-418- 3.0% |
$10.1K - $10.2K
|
13.5K
$340K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 38.7% |
$24.3K - $24.9K
|
1.58K
$39.8K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
6.59K+ 51.68% |
$160K - $164K
|
19.4K
$487K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.61KNew |
$209K - $214K
|
8.61K
$217K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-7.81K- 14.57% |
$190K - $194K
|
45.8K
$1.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-70.4K- 82.16% |
$1.71M - $1.75M
|
15.3K
$385K
|
|