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 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.46K+ 214.76% |
$61.6K - $62K
|
3.6K
$90.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-5.98K- 82.48% |
$150K - $151K
|
1.27K
$31.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25+ 1.14% |
$626 - $630
|
2.22K
$55.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.2K+ 3.02% |
$280K - $282K
|
381K
$9.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-217K- 11.28% |
$5.44M - $5.47M
|
1.71M
$43M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.09K- 3.33% |
$52.2K - $52.6K
|
60.6K
$1.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.25K- 5.38% |
$181K - $183K
|
128K
$3.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10.2K+ 1.05% |
$254K - $256K
|
979K
$24.6M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-18.3K- 8.3% |
$458K - $461K
|
202K
$5.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.98K+ 3.22% |
$99.8K - $100K
|
128K
$3.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.2K+ 1.73% |
$255K - $256K
|
597K
$15M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
177+ 0.84% |
$4.43K - $4.46K
|
21.4K
$537K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-511- 7.1% |
$12.8K - $12.9K
|
6.69K
$168K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-590- 0.38% |
$14.8K - $14.9K
|
153K
$3.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.5K- 14.52% |
$37.5K - $37.8K
|
8.82K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.46K- 3.03% |
$86.6K - $87.2K
|
111K
$2.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.35K- 11.56% |
$159K - $160K
|
48.6K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
599New |
$15K - $15.1K
|
599
$15.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.35K- 1.82% |
$33.9K - $34.1K
|
73K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
378+ 1.14% |
$9.47K - $9.53K
|
33.7K
$846K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.4K+ 5.99% |
$385K - $387K
|
272K
$6.83M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
78.4K+ 135.22% |
$1.96M - $1.98M
|
136K
$3.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26.2KNew |
$656K - $660K
|
26.2K
$658K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.79K+ 15.26% |
$220K - $221K
|
66.4K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.8K- 15.92% |
$45K - $45.3K
|
9.49K
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.32K+ 1.15% |
$83.1K - $83.6K
|
292K
$7.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5.35K- 4.5% |
$134K - $135K
|
114K
$2.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-10.6K- 3.72% |
$265K - $267K
|
274K
$6.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.74K- 6.26% |
$68.7K - $69.2K
|
41.1K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.64K- 15.46% |
$66.1K - $66.6K
|
14.4K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-152- 12.2% |
$3.81K - $3.83K
|
1.09K
$27.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-34.8K- 5.86% |
$871K - $877K
|
558K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
76.2K+ 57.96% |
$1.91M - $1.92M
|
208K
$5.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
520+ 10.28% |
$13K - $13.1K
|
5.58K
$140K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.16KNew |
$29.1K - $29.3K
|
1.16K
$29.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-114K- 90.89% |
$2.85M - $2.86M
|
11.4K
$287K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
395+ 7.42% |
$9.89K - $9.96K
|
5.72K
$144K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-97.7K- 25.76% |
$2.45M - $2.46M
|
282K
$7.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-10.5K- 3.67% |
$263K - $265K
|
275K
$6.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-15.1K- 5.01% |
$377K - $380K
|
285K
$7.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.66K+ 4.82% |
$91.6K - $92.2K
|
79.6K
$2M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
69+ 0.86% |
$1.73K - $1.74K
|
8.1K
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.91K- 4.68% |
$97.9K - $98.6K
|
79.7K
$2M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.83K+ 3.26% |
$45.8K - $46.1K
|
57.8K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.58KNew |
$39.5K - $39.7K
|
1.58K
$39.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-291- 0.06% |
$7.29K - $7.34K
|
492K
$12.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.59K- 8.66% |
$165K - $166K
|
69.5K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
205+ 1.0% |
$5.13K - $5.17K
|
20.7K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.54K- 1.24% |
$38.6K - $38.8K
|
123K
$3.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.65K+ 2.68% |
$91.4K - $92K
|
140K
$3.52M
|