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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
47New |
$1.16K - $1.16K
|
47
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
18.6KNew |
$459K - $460K
|
18.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
237KNew |
$5.83M - $5.85M
|
237K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.42KNew |
$35K - $35.1K
|
1.42K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.3KNew |
$56.7K - $56.9K
|
2.3K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
132KNew |
$3.25M - $3.26M
|
132K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.9KNew |
$318K - $319K
|
12.9K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-40- 7.43% |
$986 - $990
|
498
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
55.4KNew |
$1.37M - $1.37M
|
55.4K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
10.5KNew |
$258K - $259K
|
10.5K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-390- 1.85% |
$9.62K - $9.65K
|
20.7K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
10.1KNew |
$249K - $250K
|
10.1K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.68K+ 243.83% |
$189K - $190K
|
10.8K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-25.9K- 21.62% |
$638K - $640K
|
93.7K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
16.7K+ 335.01% |
$411K - $413K
|
21.7K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.83KNew |
$218K - $218K
|
8.83K
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
67.9K+ 26.72% |
$1.67M - $1.68M
|
322K
$0
|
|
| Q3 2022 | |||||||
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-378- 27.43% |
$9.36K - $9.43K
|
1K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
119KNew |
$2.94M - $2.96M
|
119K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$264K - $266K
|
10.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
636+ 4.24% |
$15.7K - $15.9K
|
15.6K
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
8.13KNew |
$201K - $203K
|
8.13K
$0
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$62.1K - $62.8K
|
2.5K
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
9.2KNew |
$228K - $231K
|
9.2K
$0
|
|
| Q1 2022 | |||||||
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
SELL
|
- |
-17.4KClosed |
$436K - $444K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-167KClosed |
$4.19M - $4.26M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-17.6K- 41.86% |
$447K - $450K
|
24.4K
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.2KClosed |
$389K - $390K
|
0
$0
|
|