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 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-418K- 76.86% |
$10.5M - $10.5M
|
126K
$3.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
530+ 1.87% |
$13.3K - $13.4K
|
28.8K
$725K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-6.21K- 40.34% |
$156K - $157K
|
9.19K
$231K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-51.2K- 16.41% |
$1.28M - $1.29M
|
261K
$6.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-32.9K- 66.97% |
$823K - $829K
|
16.2K
$408K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
7.95KNew |
$199K - $200K
|
7.95K
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.33K- 20.17% |
$58.4K - $58.8K
|
9.24K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.31K+ 7.7% |
$158K - $159K
|
88.3K
$2.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
956+ 2.31% |
$23.9K - $24.1K
|
42.3K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
118+ 1.13% |
$2.95K - $2.97K
|
10.6K
$266K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-795- 4.79% |
$19.9K - $20K
|
15.8K
$397K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
550New |
$13.8K - $13.9K
|
550
$13.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.28K+ 6.52% |
$207K - $209K
|
135K
$3.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-18.1K- 7.62% |
$453K - $457K
|
220K
$5.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-31.6K- 6.89% |
$792K - $797K
|
427K
$10.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.11K+ 28.58% |
$153K - $154K
|
27.5K
$691K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
51.1K+ 4.86% |
$1.28M - $1.29M
|
1.1M
$27.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.44K- 12.02% |
$36K - $36.3K
|
10.5K
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.76K- 13.16% |
$44.1K - $44.4K
|
11.6K
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
96+ 0.91% |
$2.4K - $2.42K
|
10.6K
$267K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-800- 2.45% |
$20K - $20.2K
|
31.8K
$800K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
62+ 0.7% |
$1.55K - $1.56K
|
8.92K
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.1K- 12.93% |
$27.5K - $27.7K
|
7.41K
$186K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.81K- 2.36% |
$120K - $121K
|
199K
$4.99M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
1K+ 9.02% |
$25.1K - $25.3K
|
12.1K
$305K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
504+ 53.11% |
$12.6K - $12.7K
|
1.45K
$36.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-402K- 65.56% |
$10.1M - $10.1M
|
211K
$5.31M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-13.9K- 11.68% |
$349K - $352K
|
106K
$2.65M
|
|
| Q2 2024 | |||||||
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
905+ 1.24% |
$22.6K - $22.7K
|
73.7K
$1.85M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-302- 14.7% |
$7.54K - $7.59K
|
1.75K
$44.1K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.41K- 9.11% |
$35.2K - $35.4K
|
14.1K
$353K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-1.42K- 8.98% |
$35.5K - $35.7K
|
14.4K
$362K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.07KNew |
$26.7K - $26.9K
|
1.07K
$26.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12KNew |
$299K - $301K
|
12K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
242+ 2.84% |
$6.05K - $6.08K
|
8.77K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.7KNew |
$317K - $319K
|
12.7K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 0.56% |
$425 - $427
|
3.06K
$77K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.8K- 23.69% |
$70K - $70.5K
|
9.03K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
178+ 1.02% |
$4.45K - $4.47K
|
17.7K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
183KNew |
$4.58M - $4.61M
|
183K
$4.61M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
9.25K+ 637.93% |
$231K - $232K
|
10.7K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.14K- 89.2% |
$28.5K - $28.6K
|
138
$3.47K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-109- 0.85% |
$2.72K - $2.74K
|
12.7K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.36K+ 37.77% |
$84K - $84.5K
|
12.3K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9+ 2.93% |
$225 - $226
|
316
$7.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.97K+ 0.85% |
$99.1K - $99.7K
|
468K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.32K+ 100.0% |
$208K - $209K
|
16.6K
$418K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
8.3KNew |
$207K - $209K
|
8.3K
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.17K- 0.32% |
$29.2K - $29.4K
|
365K
$9.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.1KNew |
$378K - $380K
|
15.1K
$380K
|
|