Latest Institutional Sells of Ishares Tr Ibonds Dec 2023 Ter (IBTD)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2023 Ter (IBTD) 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 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.25KClosed |
N/A
|
0
$0
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-487K- 15.42% |
$0 - $12.1M
|
2.67M
$0
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-273K- 58.28% |
$0 - $6.78M
|
196K
$0
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-44KClosed |
$0 - $1.09M
|
0
$0
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12.8KClosed |
$0 - $318K
|
0
$0
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-146- 0.47% |
$0 - $3.63K
|
30.9K
$0
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-9.5M- 77.64% |
$235M - $236M
|
2.74M
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.26M- 37.07% |
$31.1M - $31.3M
|
2.14M
$0
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-547K- 80.56% |
$13.5M - $13.6M
|
132K
$0
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-499K- 93.79% |
$12.3M - $12.4M
|
33K
$0
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-347K- 25.57% |
$8.56M - $8.61M
|
1.01M
$0
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-280K- 98.85% |
$6.92M - $6.96M
|
3.27K
$0
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-269K- 24.38% |
$6.64M - $6.68M
|
834K
$0
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-248K- 96.23% |
$6.11M - $6.15M
|
9.69K
$0
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-244K- 5.44% |
$6.03M - $6.06M
|
4.24M
$0
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-227K- 38.39% |
$5.61M - $5.64M
|
364K
$0
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-223K- 20.3% |
$5.51M - $5.54M
|
877K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-210K- 12.72% |
$5.18M - $5.21M
|
1.44M
$0
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-194K- 36.43% |
$4.8M - $4.83M
|
339K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-143K- 40.65% |
$3.54M - $3.56M
|
209K
$0
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-131K- 79.71% |
$3.24M - $3.26M
|
33.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-102K- 58.61% |
$2.51M - $2.53M
|
71.9K
$0
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-89.7K- 15.56% |
$2.22M - $2.23M
|
487K
$0
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-89.6K- 52.29% |
$2.21M - $2.23M
|
81.8K
$0
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-81.9K- 7.33% |
$2.02M - $2.03M
|
1.03M
$0
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-78.8K- 38.82% |
$1.95M - $1.96M
|
124K
$0
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-77K- 17.99% |
$1.9M - $1.91M
|
351K
$0
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-75.8K- 67.4% |
$1.87M - $1.88M
|
36.7K
$0
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-62.5K- 5.27% |
$1.54M - $1.55M
|
1.12M
$0
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-59.9K- 30.23% |
$1.48M - $1.49M
|
138K
$0
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-52.4K- 53.76% |
$1.29M - $1.3M
|
45.1K
$0
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51.4K- 66.64% |
$1.27M - $1.28M
|
25.7K
$0
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-36.7K- 60.91% |
$906K - $911K
|
23.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.4K- 3.39% |
$850K - $854K
|
981K
$0
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-26.9K- 14.02% |
$664K - $668K
|
165K
$0
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.9K- 20.69% |
$615K - $618K
|
95.4K
$0
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-24.2K- 11.33% |
$597K - $600K
|
189K
$0
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.2K- 57.05% |
$547K - $550K
|
16.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22K- 12.84% |
$544K - $546K
|
149K
$0
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-21.7K- 7.53% |
$536K - $539K
|
267K
$0
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-21.2K- 16.02% |
$524K - $527K
|
111K
$0
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-21.2K- 3.85% |
$524K - $527K
|
530K
$0
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-20.3K- 58.2% |
$502K - $504K
|
14.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-20.2K- 6.8% |
$500K - $503K
|
278K
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-19.5K- 9.29% |
$482K - $484K
|
190K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18.2K- 48.85% |
$448K - $451K
|
19K
$0
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-17.9K- 33.65% |
$442K - $444K
|
35.3K
$0
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16.2K- 2.14% |
$401K - $403K
|
742K
$0
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-14.5K- 0.63% |
$359K - $361K
|
2.3M
$0
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-13.6K- 31.08% |
$336K - $337K
|
30.1K
$0
|