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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
15.6KNew |
$391K - $393K
|
15.6K
$393K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-31.2K- 16.63% |
$780K - $785K
|
156K
$3.93M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.28K- 1.9% |
$32K - $32.2K
|
65.8K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
218KNew |
$5.45M - $5.49M
|
218K
$5.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14.1K+ 61.83% |
$353K - $355K
|
36.9K
$927K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-12.7K- 22.46% |
$317K - $319K
|
43.7K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
23.7K+ 8.87% |
$593K - $597K
|
291K
$7.32M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.76K- 19.48% |
$44.1K - $44.4K
|
7.27K
$183K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18.3K- 21.73% |
$459K - $462K
|
66.1K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
31.8K+ 84.63% |
$797K - $802K
|
69.4K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-20.1K- 6.86% |
$503K - $507K
|
273K
$6.86M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
287New |
$7.19K - $7.24K
|
287
$7.22K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.67K+ 2.89% |
$217K - $219K
|
308K
$7.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
41+ 0.08% |
$1.03K - $1.03K
|
54.6K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-238- 0.55% |
$5.96K - $6K
|
43K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.41K+ 9.41% |
$85.3K - $85.8K
|
39.6K
$996K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.18K- 2.09% |
$54.5K - $54.9K
|
102K
$2.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-428- 0.46% |
$10.7K - $10.8K
|
91.7K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.76K- 1.97% |
$69K - $69.5K
|
137K
$3.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.2K- 8.22% |
$30K - $30.3K
|
13.4K
$337K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
10.8K+ 28.42% |
$271K - $273K
|
48.9K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-152K- 5.34% |
$3.82M - $3.84M
|
2.7M
$67.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-9.59K- 11.94% |
$240K - $242K
|
70.7K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-599K- 77.96% |
$15M - $15.1M
|
169K
$4.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
137+ 1.34% |
$3.43K - $3.45K
|
10.4K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-137K- 11.13% |
$3.43M - $3.45M
|
1.09M
$27.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.07% |
$175 - $176
|
10.2K
$257K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.86K- 28.66% |
$122K - $123K
|
12.1K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-201- 0.69% |
$5.03K - $5.07K
|
29K
$730K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
79+ 0.4% |
$1.98K - $1.99K
|
19.7K
$495K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 16.78% |
$86.2K - $86.7K
|
24K
$602K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-29.4K- 17.76% |
$735K - $740K
|
136K
$3.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.2K- 33.83% |
$457K - $460K
|
35.7K
$898K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-641- 0.48% |
$16.1K - $16.2K
|
133K
$3.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.41K- 37.07% |
$186K - $187K
|
12.6K
$317K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.3K+ 15.67% |
$333K - $335K
|
98.1K
$2.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
55+ 0.59% |
$1.38K - $1.39K
|
9.43K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.5KNew |
$313K - $315K
|
12.5K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6.77K- 1.81% |
$169K - $171K
|
368K
$9.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10.9K- 42.94% |
$272K - $274K
|
14.5K
$364K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-7.44K- 3.28% |
$186K - $188K
|
219K
$5.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-19.9K- 38.3% |
$499K - $502K
|
32.1K
$807K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
113+ 0.28% |
$2.83K - $2.85K
|
40.8K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
226+ 0.78% |
$5.66K - $5.7K
|
29.1K
$731K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
97K+ 108.44% |
$2.43M - $2.44M
|
186K
$4.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.32K- 3.51% |
$108K - $109K
|
119K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.4K+ 53.45% |
$286K - $288K
|
32.8K
$826K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-29.1K- 18.1% |
$728K - $733K
|
132K
$3.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-64.2K- 34.47% |
$1.61M - $1.62M
|
122K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-22.2K- 54.87% |
$555K - $559K
|
18.2K
$458K
|