Latest Institutional Transactions on Ishares Tr Ibonds Dec 2023 Ter (IBML)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2023 Ter (IBML) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.88K+ 41.22% |
$97.8K - $102K
|
13.3K
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1.23KClosed |
$31K - $32.3K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Life Steps Financial, Inc.
|
SELL
|
- |
-61.2KClosed |
$1.54M - $1.61M
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.97KNew |
$201K - $209K
|
7.97K
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-109KClosed |
$2.62M - $2.86M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-12.3KClosed |
$295K - $322K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.6KClosed |
$256K - $280K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-684KClosed |
$16.4M - $18M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9.67KClosed |
$232K - $254K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-824Closed |
$21.2K - $21.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-12KClosed |
$307K - $312K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.69KClosed |
$223K - $226K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.1K- 0.94% |
$53.7K - $54.6K
|
221K
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-13.1KClosed |
$332K - $337K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.7KClosed |
$119K - $121K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.76KClosed |
$222K - $225K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Ifg Advisory, LLC
|
SELL
|
- |
-59.2KClosed |
$1.5M - $1.52M
|
0
$0
|
|
|
Jul 08, 2019
Q2 2019
|
Trust CO
|
SELL
|
- |
-1.19KClosed |
$30.1K - $30.6K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-601Closed |
$15.1K - $15.3K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.9KClosed |
$295K - $299K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-432Closed |
$10.7K - $10.8K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 06, 2018
Q2 2018
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
34KNew |
$838K - $851K
|
34K
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.6KClosed |
$285K - $290K
|
0
$0
|
|