Latest Institutional Purchases of Ishares Ibonds Dec 2024 Term C (IBDP)
This list provides information on the latest institutional transactions involving Ishares Ibonds Dec 2024 Term C (IBDP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
24New |
$592 - $598
|
24
$604
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.75% |
$24.7 - $24.9
|
134
$3.37K
|
|
Q3 2023 | |||||||
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 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
10.3KNew |
$253K - $255K
|
10.3K
$259K
|
|
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 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9.68KNew |
$237K - $239K
|
9.68K
$243K
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9.5KNew |
$233K - $235K
|
9.5K
$239K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.21KNew |
$152K - $154K
|
6.21K
$156K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
6.09KNew |
$149K - $151K
|
6.09K
$153K
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
5.51K+ 4.08% |
$135K - $136K
|
141K
$3.53M
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
2.66KNew |
$65.3K - $65.8K
|
2.66K
$66.9K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.56KNew |
$38.2K - $38.5K
|
1.56K
$39.2K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.17KNew |
$28.7K - $29K
|
1.17K
$29.5K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.11KNew |
$27.3K - $27.6K
|
1.11K
$28K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
980+ 5.06% |
$24K - $24.2K
|
20.4K
$512K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
700+ 15.82% |
$17.2K - $17.3K
|
5.13K
$129K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
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 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
450New |
$11K - $11.1K
|
450
$11.3K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
317New |
$7.78K - $7.84K
|
317
$7.97K
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
257+ 0.76% |
$6.3K - $6.36K
|
33.9K
$853K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250+ 2.38% |
$6.13K - $6.19K
|
10.8K
$270K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200New |
$4.91K - $4.95K
|
200
$5.03K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
113K+ 178.39% |
$2.78M - $2.8M
|
177K
$4.45M
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
51.2KNew |
$1.25M - $1.26M
|
51.2K
$1.29M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
50.7KNew |
$1.24M - $1.25M
|
50.7K
$1.28M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
14.7KNew |
$360K - $363K
|
14.7K
$370K
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
2.47K+ 2.31% |
$60.5K - $60.8K
|
109K
$2.75M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.4KNew |
$34.3K - $34.5K
|
1.4K
$35.2K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.09K+ 0.65% |
$26.6K - $26.8K
|
169K
$4.24M
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
817New |
$20K - $20.1K
|
817
$20.5K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
133New |
$3.26K - $3.28K
|
133
$3.34K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
105+ 1.02% |
$2.57K - $2.59K
|
10.4K
$262K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31+ 0.07% |
$760 - $764
|
44.9K
$1.13M
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
96.8KNew |
$2.36M - $2.39M
|
96.8K
$2.43M
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
52.4KNew |
$1.28M - $1.29M
|
52.4K
$1.32M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
34.1KNew |
$832K - $841K
|
34.1K
$858K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
22.4KNew |
$547K - $553K
|
22.4K
$564K
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.57KNew |
$209K - $211K
|
8.57K
$215K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.58KNew |
$112K - $113K
|
4.58K
$115K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.7KNew |
$90.2K - $91.2K
|
3.7K
$93.1K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$24.4K - $24.6K
|
1K
$25.2K
|
|
Q4 2022 | |||||||
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
26.6KNew |
$642K - $650K
|
26.6K
$668K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19.6KNew |
$475K - $481K
|
19.6K
$494K
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
17.9KNew |
$432K - $438K
|
17.9K
$449K
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
15.3KNew |
$370K - $375K
|
15.3K
$385K
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
13.5KNew |
$327K - $331K
|
13.5K
$340K
|