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 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-74K- 13.14% |
$1.85M - $1.87M
|
489K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-859- 18.41% |
$21.5K - $21.7K
|
3.81K
$95.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.82K- 12.77% |
$146K - $147K
|
39.8K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
56.4K+ 63.07% |
$1.41M - $1.42M
|
146K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-28.5K- 69.18% |
$715K - $719K
|
12.7K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-9.26K- 57.37% |
$232K - $233K
|
6.88K
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.17K- 3.06% |
$79.4K - $80K
|
101K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
88.9KNew |
$2.23M - $2.24M
|
88.9K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-840- 15.41% |
$21K - $21.2K
|
4.61K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
9.04K+ 1.69% |
$226K - $228K
|
544K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.9K- 3.09% |
$322K - $325K
|
404K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.39K+ 42.15% |
$59.9K - $60.3K
|
8.06K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
323K+ 40.69% |
$8.1M - $8.15M
|
1.12M
$28.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-111K- 25.88% |
$2.79M - $2.81M
|
319K
$8.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
608+ 3.88% |
$15.2K - $15.3K
|
16.3K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-740- 2.18% |
$18.5K - $18.7K
|
33.3K
$837K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.27K+ 7.1% |
$132K - $133K
|
79.5K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
10.6KNew |
$267K - $268K
|
10.6K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.07K- 4.58% |
$127K - $128K
|
106K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-112K- 20.9% |
$2.79M - $2.81M
|
422K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-156K- 11.7% |
$3.89M - $3.92M
|
1.17M
$29.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17.2K- 18.57% |
$431K - $434K
|
75.5K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
13.7K+ 5.85% |
$343K - $346K
|
248K
$6.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-127K- 23.62% |
$3.17M - $3.19M
|
409K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
22+ 0.05% |
$551 - $555
|
45.4K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
146K+ 18.1% |
$3.65M - $3.67M
|
950K
$23.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.78K+ 0.5% |
$69.6K - $70.1K
|
559K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-3.86K- 0.67% |
$96.7K - $97.3K
|
568K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-3.96K- 9.74% |
$99.2K - $99.8K
|
36.7K
$923K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-900- 6.38% |
$22.5K - $22.7K
|
13.2K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4.89K+ 45.83% |
$122K - $123K
|
15.6K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
24+ 600.0% |
$601 - $605
|
28
$704
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.09K+ 9.05% |
$77.4K - $78K
|
37.3K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26+ 1.15% |
$651 - $655
|
2.29K
$57.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.13K+ 2.5% |
$28.3K - $28.5K
|
46.2K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
615New |
$15.4K - $15.5K
|
615
$15.5K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.55K- 2.77% |
$114K - $115K
|
160K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
27.7K+ 38.75% |
$694K - $698K
|
99.2K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.99K+ 4.67% |
$49.9K - $50.2K
|
44.7K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 5.99% |
$49.4K - $49.8K
|
31K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.12K- 1.34% |
$28K - $28.2K
|
82.1K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.68K+ 90.33% |
$117K - $118K
|
9.86K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-3.17K- 10.99% |
$79.5K - $80K
|
25.7K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-319- 0.41% |
$7.99K - $8.04K
|
77.2K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.8K+ 9.1% |
$170K - $172K
|
81.6K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-30K- 1.79% |
$750K - $755K
|
1.64M
$41.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2K- 10.0% |
$50.1K - $50.4K
|
18K
$453K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
69+ 0.23% |
$1.73K - $1.74K
|
30.5K
$767K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
62+ 0.32% |
$1.55K - $1.56K
|
19.6K
$493K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-186- 0.36% |
$4.66K - $4.69K
|
51.5K
$1.3M
|