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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-270Closed |
$7.1K - $7.18K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-2.88KClosed |
$75.8K - $76.6K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.9KNew |
$49.9K - $50.5K
|
1.9K
$47.7K
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-35.4K- 63.4% |
$933K - $943K
|
20.5K
$515K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.38KClosed |
$62.5K - $63.2K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Hudock, Inc.
|
SELL
|
- |
-787Closed |
$20.7K - $20.9K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-19.9KClosed |
$525K - $530K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
53.1KNew |
$1.4M - $1.41M
|
53.1K
$1.34M
|
|
| Q3 2020 | |||||||
|
Dec 29, 2020
Q3 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-13.3KClosed |
$350K - $353K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-366Closed |
$9.64K - $9.72K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
SELL
|
- |
-32Closed |
$843 - $850
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.64K+ 33.88% |
$137K - $149K
|
22.3K
$560K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-6.49KClosed |
$158K - $171K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-14.2KClosed |
$347K - $375K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-259Closed |
$6.31K - $6.83K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Life Steps Financial, Inc.
|
SELL
|
- |
-75.6KClosed |
$1.84M - $1.99M
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.86KClosed |
$143K - $155K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-8.1KClosed |
$177K - $213K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7Closed |
$153 - $184
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-235Closed |
$6K - $6.06K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.32KClosed |
$33.7K - $34.1K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Aspiriant, LLC
|
SELL
|
- |
-124KClosed |
$3.18M - $3.21M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.43KClosed |
$36.2K - $36.6K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-140KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-1.03KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 22, 2019
Q4 2018
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.89KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
105KNew |
N/A
|
105K
$2.64M
|
|
|
Oct 23, 2018
Q3 2018
|
Geneva Partners, LLC
|
SELL
|
- |
-21.6KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
26.9KNew |
N/A
|
26.9K
$677K
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
48New |
N/A
|
48
$1.21K
|
|
|
Aug 08, 2018
Q2 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2018
Q2 2018
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$551K
|
|
| Q4 2017 | |||||||
|
Jan 29, 2018
Q4 2017
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|