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 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-12.3K- 19.91% |
$307K - $309K
|
49.3K
$1.24M
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-271K- 92.49% |
$6.78M - $6.82M
|
22K
$552K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-784- 6.54% |
$19.6K - $19.8K
|
11.2K
$282K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.83K- 3.98% |
$171K - $172K
|
165K
$4.14M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-62.2K- 7.0% |
$1.56M - $1.57M
|
826K
$20.8M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.81K+ 3.79% |
$95.3K - $95.9K
|
104K
$2.62M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.47K+ 4.29% |
$36.8K - $37K
|
35.7K
$899K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.8K- 12.83% |
$771K - $777K
|
209K
$5.26M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-6.72K- 16.29% |
$168K - $170K
|
34.6K
$869K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.63K- 1.3% |
$40.7K - $41K
|
123K
$3.1M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.67K- 1.18% |
$142K - $143K
|
473K
$11.9M
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
61+ 0.3% |
$1.53K - $1.54K
|
20.3K
$510K
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-7.69K- 19.51% |
$192K - $194K
|
31.7K
$798K
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.48K+ 6.71% |
$62.2K - $62.6K
|
39.5K
$994K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-32.3K- 15.49% |
$808K - $813K
|
176K
$4.43M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
675New |
$16.9K - $17K
|
675
$17K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-800- 50.0% |
$20K - $20.2K
|
800
$20.1K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.32K- 19.14% |
$133K - $134K
|
22.5K
$565K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.7K- 3.67% |
$1.19M - $1.2M
|
1.25M
$31.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-255K- 33.64% |
$6.39M - $6.43M
|
503K
$12.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-185K- 10.8% |
$4.64M - $4.67M
|
1.53M
$38.4M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-14.7K- 12.48% |
$369K - $371K
|
103K
$2.6M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 1.35% |
$150 - $151
|
451
$11.3K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.99K- 7.36% |
$99.8K - $100K
|
50.2K
$1.26M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.04K- 2.62% |
$76K - $76.5K
|
113K
$2.84M
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-8.89K- 2.83% |
$223K - $224K
|
305K
$7.67M
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-9.41K- 1.45% |
$236K - $237K
|
638K
$16M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-29K- 8.7% |
$725K - $730K
|
304K
$7.64M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.72K- 1.69% |
$168K - $169K
|
391K
$9.83M
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.92K+ 21.76% |
$223K - $225K
|
49.9K
$1.25M
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.24K- 0.72% |
$81.2K - $81.8K
|
445K
$11.2M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.3K+ 6.94% |
$432K - $435K
|
266K
$6.68M
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-11.4K- 4.42% |
$285K - $287K
|
246K
$6.18M
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-28.2K- 7.03% |
$707K - $712K
|
373K
$9.38M
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-822- 1.73% |
$20.6K - $20.7K
|
46.6K
$1.17M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.84K+ 0.73% |
$71.2K - $71.6K
|
390K
$9.8M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
942+ 4.59% |
$23.6K - $23.7K
|
21.4K
$539K
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.13K+ 7.05% |
$204K - $205K
|
123K
$3.1M
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-15.1K- 49.71% |
$379K - $381K
|
15.3K
$385K
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-654- 3.77% |
$16.4K - $16.5K
|
16.7K
$419K
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.89K- 8.62% |
$97.4K - $98.1K
|
41.3K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.01M- 83.55% |
$25.2M - $25.3M
|
198K
$4.98M
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
767+ 2.14% |
$19.2K - $19.3K
|
36.6K
$920K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-106K- 11.62% |
$2.65M - $2.67M
|
805K
$20.3M
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
175+ 0.06% |
$4.38K - $4.41K
|
307K
$7.71M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.33K- 1.45% |
$33.4K - $33.6K
|
90.6K
$2.28M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
17.3K+ 10.7% |
$433K - $436K
|
179K
$4.5M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
28.1K+ 45.71% |
$703K - $707K
|
89.4K
$2.25M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-128K- 27.48% |
$3.21M - $3.23M
|
338K
$8.5M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
280+ 0.11% |
$7.01K - $7.06K
|
265K
$6.67M
|