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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 4.49% |
$318K - $320K
|
274K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.61K- 27.1% |
$237K - $239K
|
25.9K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-9.2K- 6.05% |
$227K - $228K
|
143K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-8.33K- 5.8% |
$206K - $207K
|
135K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.32K- 13.99% |
$206K - $207K
|
51.2K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-8.1K- 17.52% |
$200K - $201K
|
38.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.25K- 7.17% |
$179K - $180K
|
93.8K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.15K- 3.86% |
$177K - $178K
|
178K
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.07K- 2.75% |
$175K - $176K
|
250K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-6.56K- 7.6% |
$162K - $163K
|
79.7K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6K- 26.08% |
$148K - $149K
|
17K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5.87K- 5.42% |
$145K - $146K
|
102K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.71K- 52.39% |
$141K - $142K
|
5.19K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.33K- 1.16% |
$132K - $132K
|
454K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-5.22K- 5.56% |
$129K - $130K
|
88.7K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.54K- 3.79% |
$112K - $113K
|
115K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.11K- 38.95% |
$102K - $102K
|
6.44K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.25K- 5.63% |
$80.2K - $80.6K
|
54.4K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.1K- 67.02% |
$76.4K - $76.8K
|
1.52K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-2.34K- 19.31% |
$57.7K - $58.1K
|
9.77K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.02K- 59.88% |
$49.8K - $50K
|
1.35K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.66K- 1.47% |
$40.9K - $41.1K
|
111K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.59K- 67.03% |
$39.3K - $39.5K
|
782
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.42K- 8.42% |
$35K - $35.2K
|
15.4K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.29K- 0.4% |
$31.9K - $32.1K
|
322K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.2K- 0.8% |
$29.6K - $29.8K
|
148K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.18K- 0.63% |
$29.1K - $29.3K
|
185K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.12K- 7.83% |
$27.5K - $27.7K
|
13.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.11K- 10.68% |
$27.5K - $27.6K
|
9.31K
$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
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 20.0% |
$24.7K - $24.8K
|
4K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-688- 6.01% |
$17K - $17.1K
|
10.8K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-687- 3.52% |
$17K - $17.1K
|
18.8K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-677- 4.51% |
$16.7K - $16.8K
|
14.3K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-550- 6.13% |
$13.6K - $13.7K
|
8.42K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-388- 27.04% |
$9.58K - $9.63K
|
1.05K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-380- 18.44% |
$9.39K - $9.44K
|
1.68K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-126- 1.14% |
$3.11K - $3.13K
|
10.9K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-76- 0.53% |
$1.88K - $1.89K
|
14.3K
$0
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-82.6K- 90.69% |
$2.04M - $2.05M
|
8.48K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-3.12K- 3.49% |
$77.2K - $77.5K
|
86.3K
$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
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-743- 0.87% |
$18.4K - $18.4K
|
84.4K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-368- 1.79% |
$9.09K - $9.13K
|
20.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-282- 47.0% |
$6.97K - $7K
|
318
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-11Closed |
$272 - $273
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-327K- 90.63% |
$8.07M - $8.12M
|
33.8K
$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
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.49K- 8.53% |
$36.7K - $36.9K
|
15.9K
$0
|
|