7/18/2025 | Newman Dignan & Sheerar Inc. | 23,757 | $522K | 0.1% | -4.8% | 0.027% | |
7/18/2025 | Centricity Wealth Management LLC | 51,865 | $1.14M | 0.9% | +13.2% | 0.059% | |
7/17/2025 | Oak Family Advisors LLC | 11,405 | $251K | 0.1% | -43.6% | 0.013% | |
7/17/2025 | Janney Montgomery Scott LLC | 385,325 | $8.47M | 0.0% | +5.3% | 0.442% | |
7/11/2025 | Adirondack Trust Co. | 105,363 | $2.32M | 0.8% | +15.2% | 0.121% | |
7/9/2025 | Praetorian Wealth Management Inc. | 247,334 | $5.44M | 1.3% | +5.9% | 0.285% | |
7/9/2025 | Lbmc Investment Advisors LLC | 214,281 | $4.71M | 0.3% | +90.3% | 0.247% | |
7/9/2025 | Bank of New Hampshire | 44,240 | $972K | 0.2% | +11.6% | 0.051% | |
7/9/2025 | Sarver Vrooman Wealth Advisors | 9,218 | $203K | 0.1% | +653.1% | 0.011% | |
7/8/2025 | Parallel Advisors LLC | 265,684 | $5.84M | 0.1% | +10.0% | 0.306% | |
Get the Latest News and Ratings for IBDV and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for iShares iBonds Dec 2030 Term Corporate ETF and its competitors with MarketBeat's FREE daily newsletter.
|
7/1/2025 | Harbor Investment Advisory LLC | 7,908 | $174K | 0.0% | +690.8% | 0.010% | |
5/16/2025 | Peloton Wealth Strategists | 273,500 | $5.94M | 2.5% | +15.4% | 0.334% | |
5/16/2025 | NewEdge Advisors LLC | 747,346 | $16.23M | 0.1% | +18.4% | 0.911% | |
5/16/2025 | Integrated Wealth Concepts LLC | 37,004 | $804K | 0.0% | +30.1% | 0.045% | |
5/14/2025 | Ameriprise Financial Inc. | 1,993,904 | $43.31M | 0.0% | -41.7% | 2.432% | |
5/9/2025 | Cary Street Partners Financial LLC | 19,367 | $421K | 0.0% | +26.5% | 0.024% | |
5/8/2025 | Bank of Jackson Hole Trust | 3,396 | $74K | 0.0% | +73.1% | 0.004% | |
5/8/2025 | Lyell Wealth Management LP | 322,208 | $7.00M | 0.7% | +6.5% | 0.393% | |
5/8/2025 | Roble Belko & Company Inc | 22,803 | $495K | 0.1% | +4.9% | 0.028% | |
5/5/2025 | Arrow Financial Corp | 664,224 | $14.43M | 1.6% | -0.5% | 0.810% | |
5/5/2025 | Gradient Capital Advisors LLC | 29,435 | $639K | 0.2% | +6.5% | 0.036% | |
5/2/2025 | Bogart Wealth LLC | 6,051 | $131K | 0.0% | -13.1% | 0.007% | |
4/29/2025 | Bank of New York Mellon Corp | 49,537 | $1.08M | 0.0% | +64.6% | 0.061% | |
4/28/2025 | Buffington Mohr McNeal | 634,284 | $13.78M | 2.7% | +1.5% | 0.777% | |
4/25/2025 | Spinnaker Trust | 40,331 | $876K | 0.1% | +165.6% | 0.049% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 326,034 | $7.08M | 0.0% | +17.5% | 0.400% | |
4/22/2025 | Crews Bank & Trust | 33,395 | $725K | 0.1% | +62.0% | 0.041% | |
4/17/2025 | Janney Montgomery Scott LLC | 366,024 | $7.95M | 0.0% | +3.5% | 0.449% | |
4/16/2025 | Praetorian Wealth Management Inc. | 233,507 | $5.07M | 1.2% | +26.9% | 0.286% | |
4/15/2025 | Oak Family Advisors LLC | 20,229 | $439K | 0.1% | -85.3% | 0.025% | |
4/14/2025 | Farther Finance Advisors LLC | 3,810 | $83K | 0.0% | -12.8% | 0.005% | |
4/14/2025 | Centricity Wealth Management LLC | 45,830 | $995K | 0.9% | +2.5% | 0.056% | |
4/14/2025 | Bank of New Hampshire | 39,655 | $861K | 0.2% | +21.6% | 0.049% | |
4/9/2025 | Lbmc Investment Advisors LLC | 112,605 | $2.45M | 0.2% | N/A | 0.138% | |
4/8/2025 | Parallel Advisors LLC | 241,456 | $5.24M | 0.1% | -3.2% | 0.298% | |
4/3/2025 | Adirondack Trust Co. | 91,498 | $1.99M | 0.8% | +15.9% | 0.113% | |
4/1/2025 | Confluence Investment Management LLC | 282,297 | $6.13M | 0.1% | N/A | 0.348% | |
2/18/2025 | 10Elms LLP | 4,551 | $97K | 0.1% | N/A | 0.010% | |
2/17/2025 | Captrust Financial Advisors | 42,585 | $910K | 0.0% | +7.2% | 0.098% | |
2/17/2025 | Cary Street Partners Financial LLC | 15,309 | $327K | 0.0% | N/A | 0.035% | |
AI Meltdown Imminent: Dump These Stocks Now! (Ad) If you have any money in the markets, especially in AI stocks…
Please click here to see Elon Musk’s new invention…
This could send many popular AI stocks crashing, including Nvidia.
And it could happen starting as soon as June 1st. Click here to see the details and learn how to prepare for the next AI revolution |
2/17/2025 | Ameriprise Financial Inc. | 3,422,727 | $73.08M | 0.0% | -20.5% | 7.841% | |
2/17/2025 | Ancora Advisors LLC | 4,104 | $88K | 0.0% | +64.0% | 0.009% | |
2/14/2025 | Arrow Financial Corp | 667,244 | $14.25M | 1.4% | +3.4% | 1.529% | |
2/14/2025 | Integrated Wealth Concepts LLC | 28,437 | $607K | 0.0% | +3.1% | 0.065% | |
2/13/2025 | United Capital Financial Advisors LLC | 66,310 | $1.42M | 0.0% | +3.6% | 0.152% | |
2/13/2025 | Hurley Capital LLC | 12,048 | $257K | 0.2% | N/A | 0.028% | |
2/11/2025 | Sandy Spring Bank | 244,861 | $5.23M | 0.2% | +2.5% | 0.561% | |
2/10/2025 | Parallel Advisors LLC | 249,375 | $5.33M | 0.1% | +23.8% | 0.571% | |
2/5/2025 | Private Trust Co. NA | 1,168 | $25K | 0.0% | N/A | 0.003% | |
2/5/2025 | Peloton Wealth Strategists | 237,100 | $5.06M | 2.0% | +22.3% | 0.543% | |
2/4/2025 | Bank of New York Mellon Corp | 30,098 | $643K | 0.0% | +24.8% | 0.069% | |
2/3/2025 | Centricity Wealth Management LLC | 44,710 | $955K | 0.9% | N/A | 0.102% | |
2/3/2025 | Lyell Wealth Management LP | 302,673 | $6.47M | 0.6% | +12.7% | 0.693% | |
1/31/2025 | Bank of Jackson Hole Trust | 1,962 | $42K | 0.0% | N/A | 0.004% | |
1/30/2025 | Newman Dignan & Sheerar Inc. | 20,532 | $439K | 0.1% | +6.3% | 0.047% | |
1/30/2025 | Spinnaker Trust | 15,186 | $324K | 0.0% | +45.0% | 0.035% | |
1/29/2025 | Gradient Capital Advisors LLC | 27,647 | $591K | 0.2% | +10.0% | 0.063% | |
1/24/2025 | Oak Family Advisors LLC | 137,605 | $2.94M | 1.1% | -33.7% | 0.315% | |
1/23/2025 | Crews Bank & Trust | 20,620 | $440K | 0.1% | N/A | 0.047% | |
1/22/2025 | Buffington Mohr McNeal | 625,184 | $13.35M | 2.2% | +2.9% | 1.432% | |
1/21/2025 | Archford Capital Strategies LLC | 59,093 | $1.26M | 0.2% | -1.4% | 0.135% | |
1/21/2025 | Montecito Bank & Trust | 40,643 | $868K | 0.2% | +10.2% | 0.093% | |
1/17/2025 | Adirondack Trust Co. | 78,938 | $1.69M | 0.6% | +93.7% | 0.181% | |
1/17/2025 | Janney Montgomery Scott LLC | 353,581 | $7.55M | 0.0% | +7.8% | 0.810% | |
1/16/2025 | First United Bank & Trust | 2,209 | $47K | 0.0% | N/A | 0.005% | |
1/14/2025 | Roble Belko & Company Inc | 21,728 | $464K | 0.1% | +14.9% | 0.050% | |
1/10/2025 | Praetorian Wealth Management Inc. | 184,036 | $3.93M | 1.0% | +11.6% | 0.422% | |
1/7/2025 | Bank of New Hampshire | 32,605 | $696K | 0.2% | +137.5% | 0.075% | |
11/15/2024 | Peloton Wealth Strategists | 193,900 | $4.30M | 1.7% | +5.3% | 0.444% | |
11/15/2024 | Integrated Wealth Concepts LLC | 27,569 | $611K | 0.0% | -7.5% | 0.063% | |
11/14/2024 | Flow Traders U.S. LLC | 83,132 | $1.84M | 0.1% | N/A | 0.190% | |
11/14/2024 | Captrust Financial Advisors | 39,725 | $881K | 0.0% | +8.9% | 0.091% | |
11/4/2024 | Arrow Financial Corp | 645,246 | $14.31M | 1.3% | +1.3% | 1.478% | |
10/31/2024 | Montecito Bank & Trust | 36,869 | $817K | 0.1% | +91.5% | 0.084% | |
10/31/2024 | Spinnaker Trust | 10,473 | $232K | 0.0% | N/A | 0.024% | |
10/29/2024 | Janney Montgomery Scott LLC | 327,867 | $7.27M | 0.0% | +5.3% | 0.751% | |
10/29/2024 | Farther Finance Advisors LLC | 4,301 | $95K | 0.0% | +12,188.6% | 0.010% | |
10/23/2024 | Lyell Wealth Management LP | 268,570 | $5.95M | 0.5% | +13.5% | 0.615% | |
10/23/2024 | Bogart Wealth LLC | 6,609 | $147K | 0.0% | +15.9% | 0.015% | |
10/16/2024 | Buffington Mohr McNeal | 607,607 | $13.47M | 2.2% | +2.4% | 1.392% | |
10/9/2024 | Adirondack Trust Co. | 40,752 | $903K | 0.3% | +89.2% | 0.093% | |
10/2/2024 | Praetorian Wealth Management Inc. | 164,862 | $3.66M | 0.9% | +6.8% | 0.378% | |
8/28/2024 | Farmers National Bank | 42,982 | $914K | 0.3% | +3.5% | 0.098% | |
8/15/2024 | Peloton Wealth Strategists | 184,200 | $3.92M | 1.6% | +5.0% | 0.422% | |
8/8/2024 | Lyell Wealth Management LP | 236,645 | $5.03M | 0.5% | +8.5% | 0.542% | |
8/8/2024 | Parallel Advisors LLC | 128,832 | $2.74M | 0.1% | +7.3% | 0.295% | |
7/30/2024 | Arrow Financial Corp | 636,730 | $13.54M | 1.3% | +3.1% | 1.459% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 244,307 | $5.19M | 0.0% | -47.0% | 0.560% | |
7/26/2024 | Bank of New York Mellon Corp | 19,414 | $413K | 0.0% | +79.5% | 0.044% | |
7/23/2024 | Oak Family Advisors LLC | 209,082 | $4.45M | 1.5% | +0.6% | 0.479% | |
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad) tock Market Panic: Trump Just Dropped a Bomb on Your Stocks
The market is in freefall—and Trump's new tariffs just lit the fuse.
Millions of investors are blindsided as stocks plunge… but this is only Phase 1.
If you're still holding the wrong assets, you could lose 30% or more in the coming weeks. Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow |
7/17/2024 | Montecito Bank & Trust | 19,255 | $409K | 0.1% | +32.8% | 0.044% | |
7/17/2024 | Archford Capital Strategies LLC | 60,892 | $1.30M | 0.2% | +3.4% | 0.140% | |
7/15/2024 | Newman Dignan & Sheerar Inc. | 14,062 | $299K | 0.1% | +5.7% | 0.032% | |
7/11/2024 | Buffington Mohr McNeal | 593,465 | $12.62M | 2.2% | +1.1% | 1.360% | |
7/10/2024 | Praetorian Wealth Management Inc. | 154,394 | $3.28M | 0.8% | +23.6% | 0.354% | |
7/9/2024 | Adirondack Trust Co. | 21,534 | $458K | 0.2% | +47.3% | 0.049% | |
7/1/2024 | Bank of New Hampshire | 13,730 | $292K | 0.1% | -3.9% | 0.031% | |
5/21/2024 | Arrow Financial Corp | 617,630 | $13.22M | 1.3% | +3.7% | 1.415% | |
5/17/2024 | Comerica Bank | 19,042 | $407K | 0.0% | +100.0% | 0.044% | |
5/1/2024 | Janney Montgomery Scott LLC | 293,259 | $6.28M | 0.0% | +6.6% | 0.722% | |