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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.84KNew |
$45.4K - $45.8K
|
1.84K
$46.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.03M- 99.22% |
$25.3M - $25.6M
|
8.1K
$204K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-4.5K- 2.85% |
$111K - $112K
|
153K
$3.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-9.4K- 49.74% |
$232K - $234K
|
9.5K
$239K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2K+ 50.0% |
$49.3K - $49.8K
|
6K
$151K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.5KNew |
$37K - $37.4K
|
1.5K
$37.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.8KNew |
$265K - $268K
|
10.8K
$271K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.04KNew |
$198K - $200K
|
8.04K
$202K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.75% |
$24.7 - $24.9
|
134
$3.37K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
27.1KNew |
$667K - $674K
|
27.1K
$681K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
9.21KNew |
$227K - $229K
|
9.21K
$232K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
19.1K+ 57.4% |
$471K - $476K
|
52.4K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
62+ 0.49% |
$1.53K - $1.54K
|
12.8K
$322K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
71.9K+ 60.91% |
$1.77M - $1.79M
|
190K
$4.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 2.82% |
$80.6K - $81.4K
|
113K
$2.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.3KNew |
$401K - $405K
|
16.3K
$409K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
700+ 15.82% |
$17.2K - $17.3K
|
5.13K
$129K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
647New |
$15.9K - $16K
|
647
$16.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
10.2KNew |
$250K - $253K
|
10.2K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.98KNew |
$245K - $247K
|
9.98K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.2K+ 93.49% |
$373K - $376K
|
31.4K
$791K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.9KNew |
$267K - $269K
|
10.9K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
450New |
$11K - $11.1K
|
450
$11.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9.68KNew |
$237K - $239K
|
9.68K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250+ 2.38% |
$6.13K - $6.19K
|
10.8K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9.5KNew |
$233K - $235K
|
9.5K
$239K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
5.51K+ 4.08% |
$135K - $136K
|
141K
$3.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.56KNew |
$38.2K - $38.5K
|
1.56K
$39.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
980+ 5.06% |
$24K - $24.2K
|
20.4K
$512K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
10.3KNew |
$253K - $255K
|
10.3K
$259K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.17KNew |
$28.7K - $29K
|
1.17K
$29.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200New |
$4.91K - $4.95K
|
200
$5.03K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-115K- 89.69% |
$2.82M - $2.85M
|
13.2K
$333K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
6.09KNew |
$149K - $151K
|
6.09K
$153K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.11KNew |
$27.3K - $27.6K
|
1.11K
$28K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
2.66KNew |
$65.3K - $65.8K
|
2.66K
$66.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.88K- 14.2% |
$46.1K - $46.5K
|
11.3K
$285K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
257+ 0.76% |
$6.3K - $6.36K
|
33.9K
$853K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-2.33K- 95.1% |
$57.2K - $57.7K
|
120
$3.02K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
700+ 15.82% |
$17.2K - $17.3K
|
5.13K
$129K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
317New |
$7.78K - $7.84K
|
317
$7.97K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.21KNew |
$152K - $154K
|
6.21K
$156K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.4KNew |
$34.3K - $34.5K
|
1.4K
$35.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
50.7KNew |
$1.24M - $1.25M
|
50.7K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 30.98% |
$286K - $287K
|
26K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
2.47K+ 2.31% |
$60.5K - $60.8K
|
109K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1K- 7.52% |
$24.5K - $24.7K
|
12.3K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-715K- 89.32% |
$17.5M - $17.6M
|
85.4K
$2.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.7K- 98.14% |
$263K - $264K
|
203
$5.11K
|
|