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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-231- 2.21% |
$5.61K - $5.75K
|
10.2K
$257K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.16K+ 14.09% |
$28.2K - $28.9K
|
9.4K
$236K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.2K- 22.54% |
$77.8K - $79.7K
|
11K
$277K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.29K+ 13.95% |
$79.9K - $81.8K
|
26.9K
$675K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-442KClosed |
$10.7M - $11M
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-7.5K- 43.23% |
$182K - $187K
|
9.85K
$248K
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-2.25K- 3.14% |
$54.6K - $56K
|
69.3K
$1.74M
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-400- 4.31% |
$9.72K - $9.96K
|
8.87K
$223K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
835New |
$20.3K - $20.8K
|
835
$21K
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.7KClosed |
$41.7K - $42.7K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.4KNew |
$280K - $287K
|
11.4K
$288K
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-24.3KClosed |
$595K - $609K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
32.8KNew |
$804K - $823K
|
32.8K
$826K
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-8.04KClosed |
$197K - $202K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.93MClosed |
$170M - $174M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-50KClosed |
$1.22M - $1.25M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-20KClosed |
$490K - $502K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250Closed |
$6.12K - $6.27K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
175KNew |
$4.27M - $4.37M
|
175K
$4.39M
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-135Closed |
$3.38K - $3.5K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.93KClosed |
$98.1K - $102K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-985KClosed |
$24.6M - $25.6M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-7.9KClosed |
$198K - $205K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-900Closed |
$22.5K - $23.4K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-17.3KClosed |
$431K - $448K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-7.77KClosed |
$194K - $202K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.06KClosed |
$51.4K - $53.3K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-19.4KClosed |
$486K - $504K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8.25KNew |
$214K - $217K
|
8.25K
$207K
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
190New |
$4.92K - $4.99K
|
190
$4.78K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-167Closed |
$4.32K - $4.39K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.9KNew |
$230K - $234K
|
8.9K
$224K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$25.9 - $26.3
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-322Closed |
$8.34K - $8.46K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.69KClosed |
$225K - $228K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-227KClosed |
$5.87M - $5.96M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.1KClosed |
$239K - $240K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-99Closed |
$2.6K - $2.61K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-7.9KClosed |
$208K - $208K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-44Closed |
$1.16K - $1.16K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-12.5KClosed |
$328K - $330K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.06KClosed |
$54.2K - $54.5K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
19New |
$500 - $503
|
19
$478
|
|
Q1 2021 | |||||||
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.9K+ 48.69% |
$50K - $50.5K
|
5.8K
$146K
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
15.2K+ 143.37% |
$400K - $404K
|
25.8K
$649K
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-84Closed |
$2.21K - $2.23K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.12KClosed |
$135K - $136K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-9.72KClosed |
$256K - $258K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-521KClosed |
$13.7M - $13.9M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-7.61KClosed |
$200K - $202K
|
0
$0
|