Latest Institutional Transactions on Ishares Tr Ibonds Dec 2023 Ter (IBTD)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2023 Ter (IBTD) 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 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$74.7K - $75.1K
|
3.03K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-210K- 12.72% |
$5.18M - $5.21M
|
1.44M
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.34K+ 4.23% |
$33K - $33.2K
|
32.9K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.12K- 7.83% |
$27.5K - $27.7K
|
13.1K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
485+ 60.32% |
$12K - $12K
|
1.29K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-89.7K- 15.56% |
$2.22M - $2.23M
|
487K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
9.79K+ 13.16% |
$242K - $243K
|
84.2K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.09K- 2.5% |
$26.8K - $27K
|
42.3K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.29K- 0.4% |
$31.9K - $32.1K
|
322K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-59.9K- 30.23% |
$1.48M - $1.49M
|
138K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
52.4K+ 8.52% |
$1.3M - $1.3M
|
668K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.32K+ 3.01% |
$57.3K - $57.6K
|
79.5K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
563+ 1.23% |
$13.9K - $14K
|
46.4K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16.2K- 2.14% |
$401K - $403K
|
742K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
340+ 4.01% |
$8.4K - $8.44K
|
8.81K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
102+ 1.23% |
$2.52K - $2.53K
|
8.38K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-550- 6.13% |
$13.6K - $13.7K
|
8.42K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.4K+ 21.45% |
$553K - $556K
|
127K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
700+ 1.52% |
$17.3K - $17.4K
|
46.7K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-227K- 38.39% |
$5.61M - $5.64M
|
364K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.78K+ 2.61% |
$44K - $44.3K
|
70.1K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.15K- 3.86% |
$177K - $178K
|
178K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-388- 27.04% |
$9.58K - $9.63K
|
1.05K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.25K+ 27.95% |
$55.7K - $56K
|
10.3K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.22K- 5.56% |
$129K - $130K
|
88.7K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
29.4K+ 107.37% |
$726K - $730K
|
56.8K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-62.5K- 5.27% |
$1.54M - $1.55M
|
1.12M
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
12.7K+ 10.29% |
$312K - $314K
|
136K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-2.34K- 19.31% |
$57.7K - $58.1K
|
9.77K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-76- 0.53% |
$1.88K - $1.89K
|
14.3K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
20.1K+ 182.28% |
$498K - $500K
|
31.2K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-9.2K- 6.05% |
$227K - $228K
|
143K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-194K- 36.43% |
$4.8M - $4.83M
|
339K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
13.3K+ 4.37% |
$329K - $331K
|
318K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.24K+ 0.85% |
$80K - $80.4K
|
384K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-26.9K- 14.02% |
$664K - $668K
|
165K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.54KNew |
$236K - $237K
|
9.54K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
316New |
$7.81K - $7.85K
|
316
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6K- 26.08% |
$148K - $149K
|
17K
$0
|
|
| Q2 2023 | |||||||
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.66K+ 17.78% |
$41K - $41.1K
|
11K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
168+ 5.84% |
$4.15K - $4.17K
|
3.05K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
792K+ 20.35% |
$19.6M - $19.7M
|
4.69M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.9K+ 4757.38% |
$71.7K - $72K
|
2.96K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-749- 0.82% |
$18.5K - $18.6K
|
90.9K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
35.4KNew |
$874K - $878K
|
35.4K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-743- 0.87% |
$18.4K - $18.4K
|
84.4K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
805New |
$19.9K - $20K
|
805
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-282- 47.0% |
$6.97K - $7K
|
318
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-82.6K- 90.69% |
$2.04M - $2.05M
|
8.48K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.3KNew |
$32.1K - $32.3K
|
1.3K
$0
|
|