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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
10.1KNew |
$250K - $251K
|
10.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5K+ 25.02% |
$285K - $286K
|
57.7K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23.6KNew |
$584K - $586K
|
23.6K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-368- 1.79% |
$9.09K - $9.13K
|
20.2K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
167KNew |
$4.14M - $4.15M
|
167K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
19.8KNew |
$489K - $491K
|
19.8K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
16.3K+ 75.32% |
$403K - $405K
|
38K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
168New |
$4.15K - $4.17K
|
168
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.46K+ 47.45% |
$135K - $136K
|
17K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2+ 0.01% |
$49.4 - $49.6
|
15.3K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.02K+ 10.89% |
$99.4K - $99.8K
|
41K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
140KNew |
$3.45M - $3.46M
|
140K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-11Closed |
$272 - $273
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
13.8K+ 15.58% |
$341K - $342K
|
102K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.44KNew |
$209K - $209K
|
8.44K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-3.12K- 3.49% |
$77.2K - $77.5K
|
86.3K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
6.52K+ 0.98% |
$161K - $162K
|
672K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
45New |
$1.11K - $1.12K
|
45
$0
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
195New |
$4.81K - $4.84K
|
195
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$388K - $390K
|
15.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15.8KNew |
$389K - $391K
|
15.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.18KNew |
$202K - $203K
|
8.18K
$0
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
59New |
$1.46K - $1.46K
|
59
$0
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12KNew |
$296K - $297K
|
12K
$0
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
36.6KNew |
$904K - $909K
|
36.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.19K- 13.32% |
$103K - $104K
|
27.3K
$0
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-3K- 8.33% |
$74K - $74.4K
|
33K
$0
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
43.9KNew |
$1.08M - $1.09M
|
43.9K
$0
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.22K- 7.09% |
$30K - $30.1K
|
15.9K
$0
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
52.7KNew |
$1.3M - $1.31M
|
52.7K
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.76KNew |
$167K - $168K
|
6.76K
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
40.5KNew |
$998K - $1M
|
40.5K
$0
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
21.1KNew |
$521K - $523K
|
21.1K
$0
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
48New |
$1.18K - $1.19K
|
48
$0
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.15KNew |
$77.7K - $78.1K
|
3.15K
$0
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
12.4KNew |
$307K - $308K
|
12.4K
$0
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-804- 6.44% |
$19.8K - $19.9K
|
11.7K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.74K+ 6.71% |
$92.1K - $92.7K
|
59.4K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-719- 5.09% |
$17.7K - $17.8K
|
13.4K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
19.9KNew |
$492K - $494K
|
19.9K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-327K- 90.63% |
$8.07M - $8.12M
|
33.8K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.09KNew |
$200K - $201K
|
8.09K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-380- 4.15% |
$9.37K - $9.43K
|
8.79K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.49K- 8.53% |
$36.7K - $36.9K
|
15.9K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.04K+ 13.5% |
$99.7K - $100K
|
34K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
26KNew |
$641K - $645K
|
26K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.48KNew |
$209K - $210K
|
8.48K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
92.8KNew |
$2.29M - $2.3M
|
92.8K
$0
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
142K+ 203.46% |
$3.5M - $3.52M
|
212K
$0
|
|
| Q4 2022 | |||||||
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$2.47K - $2.48K
|
100
$0
|
|