Purchases and Sales Made in Q1 2022 in Ishares Ibonds Dec 2024 Term C (IBDP)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2024 Term C (IBDP) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2024 TERM C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.15MNew |
$28.8M - $29.9M
|
1.15M
$29M
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
887K+ 190.97% |
$22.2M - $23M
|
1.35M
$33.9M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
770K+ 2116.72% |
$19.2M - $20M
|
806K
$20.2M
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
720K+ 228.82% |
$18M - $18.7M
|
1.04M
$26M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
498K+ 7.74% |
$12.5M - $12.9M
|
6.93M
$174M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
274K+ 30.7% |
$6.85M - $7.11M
|
1.17M
$29.3M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
250K+ 22.86% |
$6.26M - $6.5M
|
1.35M
$33.8M
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
225KNew |
$5.63M - $5.84M
|
225K
$5.66M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
221K+ 34.97% |
$5.52M - $5.73M
|
852K
$21.4M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
196K+ 6.91% |
$4.9M - $5.08M
|
3.03M
$76.1M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
154K+ 3.86% |
$3.85M - $4M
|
4.15M
$104M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
153K+ 157.88% |
$3.82M - $3.96M
|
249K
$6.26M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
131K+ 178.48% |
$3.28M - $3.4M
|
204K
$5.13M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
131K+ 8.78% |
$3.27M - $3.4M
|
1.62M
$40.7M
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
117K+ 159.72% |
$2.92M - $3.03M
|
190K
$4.77M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115K+ 30.1% |
$2.88M - $2.99M
|
498K
$12.5M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
87.8KNew |
$2.19M - $2.28M
|
87.8K
$2.2M
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
73.5K+ 4.61% |
$1.84M - $1.91M
|
1.67M
$41.8M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
68KNew |
$1.7M - $1.76M
|
68K
$1.71M
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
65KNew |
$1.62M - $1.69M
|
65K
$1.63M
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
59.6K+ 3.06% |
$1.49M - $1.55M
|
2.01M
$50.5M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.9K+ 5.19% |
$1.45M - $1.5M
|
1.17M
$29.5M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.8K+ 18.88% |
$1.44M - $1.5M
|
364K
$9.13M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
54.9K+ 5.43% |
$1.37M - $1.42M
|
1.07M
$26.7M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.8K+ 62.72% |
$1.24M - $1.29M
|
129K
$3.24M
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
49.2KNew |
$1.23M - $1.28M
|
49.2K
$1.24M
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
BUY
|
- |
48.4K+ 33.25% |
$1.21M - $1.26M
|
194K
$4.87M
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
45.5K+ 69.13% |
$1.14M - $1.18M
|
111K
$2.8M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.5K+ 24.69% |
$1.01M - $1.05M
|
205K
$5.14M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38.5K+ 393.37% |
$963K - $999K
|
48.3K
$1.21M
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
37.1K+ 10.91% |
$928K - $963K
|
377K
$9.48M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
36.9K+ 99.2% |
$923K - $958K
|
74.1K
$1.86M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.7K+ 8.67% |
$918K - $952K
|
460K
$11.5M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.7KNew |
$891K - $925K
|
35.7K
$895K
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
32.7KNew |
$817K - $848K
|
32.7K
$821K
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
32.5K+ 122.93% |
$812K - $842K
|
58.9K
$1.48M
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
32K+ 12.92% |
$800K - $831K
|
280K
$7.03M
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
29K+ 32.32% |
$725K - $753K
|
119K
$2.98M
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
23.6K+ 7.77% |
$590K - $612K
|
327K
$8.22M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.4K+ 3.9% |
$584K - $606K
|
623K
$15.6M
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
22.9K+ 67.66% |
$572K - $593K
|
56.7K
$1.42M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20.8K+ 2.19% |
$519K - $539K
|
969K
$24.3M
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
20K+ 8.8% |
$500K - $519K
|
247K
$6.21M
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19.4KNew |
$486K - $504K
|
19.4K
$488K
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
18.5K+ 124.23% |
$463K - $480K
|
33.4K
$839K
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
18.3KNew |
$458K - $475K
|
18.3K
$460K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.9K+ 1084.16% |
$448K - $465K
|
19.6K
$492K
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
16.8K+ 13.65% |
$421K - $437K
|
140K
$3.52M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
16.4K+ 8.46% |
$410K - $426K
|
210K
$5.28M
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
15.7K+ 7.88% |
$394K - $408K
|
216K
$5.41M
|