Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.34M- 66.82% |
$33.2M - $33.5M
|
663K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.32M- 65.52% |
$32.8M - $33M
|
694K
$17.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21M- 78.56% |
$30.2M - $30.4M
|
332K
$8.33M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.04M- 66.21% |
$26M - $26.1M
|
533K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-994K- 65.34% |
$24.7M - $24.9M
|
527K
$13.2M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-952K- 98.33% |
$23.7M - $23.9M
|
16.2K
$407K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-796K- 98.51% |
$19.8M - $19.9M
|
12K
$301K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-675K- 64.84% |
$16.8M - $16.9M
|
366K
$9.19M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-340K- 9.96% |
$8.47M - $8.53M
|
3.08M
$77.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-323K- 4.69% |
$8.03M - $8.08M
|
6.56M
$165M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-228K- 39.63% |
$5.69M - $5.72M
|
348K
$8.74M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-205K- 17.72% |
$5.1M - $5.13M
|
952K
$23.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-173K- 9.59% |
$4.3M - $4.33M
|
1.63M
$40.9M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-164K- 94.84% |
$4.09M - $4.12M
|
8.94K
$224K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-158K- 9.66% |
$3.94M - $3.96M
|
1.48M
$37.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-155K- 7.83% |
$3.85M - $3.88M
|
1.82M
$45.7M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-138K- 42.06% |
$3.43M - $3.45M
|
190K
$4.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-106K- 18.65% |
$2.63M - $2.65M
|
461K
$11.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-88.5K- 75.21% |
$2.2M - $2.22M
|
29.2K
$732K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-79.3K- 4.2% |
$1.97M - $1.99M
|
1.81M
$45.4M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-79K- 18.63% |
$1.97M - $1.98M
|
345K
$8.66M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66.5KClosed |
$1.65M - $1.66M
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-55.6K- 30.59% |
$1.38M - $1.39M
|
126K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-51.4K- 2.84% |
$1.28M - $1.29M
|
1.76M
$44.2M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-49.5K- 10.76% |
$1.23M - $1.24M
|
410K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-43K- 27.83% |
$1.07M - $1.08M
|
112K
$2.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-42.9K- 9.89% |
$1.07M - $1.07M
|
391K
$9.81M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-37.8K- 57.56% |
$940K - $946K
|
27.8K
$699K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-34K- 12.09% |
$847K - $853K
|
248K
$6.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-29.9K- 34.01% |
$745K - $750K
|
58.1K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-29.8K- 60.17% |
$741K - $746K
|
19.7K
$495K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-29.2K- 24.45% |
$727K - $731K
|
90.2K
$2.27M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-28.1K- 3.49% |
$700K - $704K
|
778K
$19.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-23.1K- 40.94% |
$575K - $578K
|
33.3K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-22.3K- 65.33% |
$555K - $559K
|
11.8K
$297K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-21.2K- 4.4% |
$528K - $531K
|
461K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-19K- 36.01% |
$473K - $476K
|
33.7K
$847K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-18.9K- 1.92% |
$471K - $474K
|
966K
$24.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-17.8K- 6.13% |
$442K - $445K
|
272K
$6.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-17.6K- 3.92% |
$437K - $440K
|
430K
$10.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-17.1K- 18.45% |
$427K - $429K
|
75.7K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-16.4K- 25.01% |
$407K - $410K
|
49.1K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-15.8K- 30.57% |
$394K - $396K
|
35.9K
$902K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-14.8K- 31.56% |
$368K - $370K
|
32K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.9K- 20.03% |
$346K - $348K
|
55.5K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-13.5K- 16.81% |
$336K - $338K
|
66.7K
$1.68M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-13.4K- 30.25% |
$333K - $335K
|
30.9K
$775K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-13.3K- 28.45% |
$331K - $333K
|
33.5K
$841K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-13K- 55.74% |
$324K - $326K
|
10.3K
$260K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11.4K- 19.07% |
$283K - $285K
|
48.3K
$1.21M
|
|