Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
24.7M+ 2495.73% |
$602M - $609M
|
25.7M
$645M
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
800KNew |
$19.5M - $19.7M
|
800K
$20.1M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
491K+ 7.27% |
$12M - $12.1M
|
7.24M
$182M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
460K+ 92.0% |
$11.2M - $11.3M
|
960K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
371KNew |
$9.05M - $9.14M
|
371K
$9.32M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
367K+ 240.86% |
$8.95M - $9.04M
|
519K
$13M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
324K+ 2577.44% |
$7.9M - $7.98M
|
337K
$8.45M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
273K+ 68.25% |
$6.66M - $6.73M
|
673K
$16.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
271K+ 221.77% |
$6.61M - $6.68M
|
393K
$9.88M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
262K+ 17.47% |
$6.38M - $6.45M
|
1.76M
$44.2M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
241K+ 2527.6% |
$5.88M - $5.94M
|
251K
$6.29M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
229K+ 24002.62% |
$5.6M - $5.65M
|
230K
$5.79M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
218K+ 671.26% |
$5.32M - $5.37M
|
251K
$6.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
205K+ 35.83% |
$5.01M - $5.06M
|
778K
$19.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
188K+ 46.59% |
$4.6M - $4.64M
|
593K
$14.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
175K+ 199.77% |
$4.28M - $4.32M
|
263K
$6.61M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
164K+ 485.91% |
$4.01M - $4.05M
|
198K
$4.97M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
163K+ 35.37% |
$3.99M - $4.03M
|
626K
$15.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
159K+ 999.31% |
$3.89M - $3.93M
|
175K
$4.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
149K+ 13.85% |
$3.64M - $3.68M
|
1.23M
$30.8M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
145K+ 14.13% |
$3.55M - $3.58M
|
1.17M
$29.5M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
145KNew |
$3.54M - $3.58M
|
145K
$3.65M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
142K+ 11.93% |
$3.47M - $3.51M
|
1.34M
$33.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
142K+ 91.09% |
$3.47M - $3.5M
|
298K
$7.49M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
133K+ 104.07% |
$3.25M - $3.29M
|
261K
$6.56M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
132K+ 39.87% |
$3.23M - $3.26M
|
464K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
129K+ 76.36% |
$3.14M - $3.17M
|
297K
$7.46M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
125K+ 11.33% |
$3.05M - $3.08M
|
1.23M
$30.9M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
115K+ 364.16% |
$2.81M - $2.84M
|
147K
$3.68M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 8.73% |
$2.78M - $2.81M
|
1.42M
$35.6M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
96.8KNew |
$2.36M - $2.39M
|
96.8K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93K+ 84.07% |
$2.27M - $2.29M
|
204K
$5.11M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
84.4K+ 110.8% |
$2.06M - $2.08M
|
161K
$4.03M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
83.2KNew |
$2.03M - $2.05M
|
83.2K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
81.3K+ 7.17% |
$1.98M - $2M
|
1.21M
$30.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
78.2K+ 13.54% |
$1.91M - $1.93M
|
656K
$16.5M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
70.7KNew |
$1.72M - $1.74M
|
70.7K
$1.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
67.7K+ 50.02% |
$1.65M - $1.67M
|
203K
$5.1M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
63.6KNew |
$1.55M - $1.57M
|
63.6K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
63.3K+ 13.37% |
$1.54M - $1.56M
|
537K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.9K+ 24.13% |
$1.46M - $1.48M
|
308K
$7.74M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
56.7K+ 58.81% |
$1.38M - $1.4M
|
153K
$3.84M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
52.4KNew |
$1.28M - $1.29M
|
52.4K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
51.7K+ 23.37% |
$1.26M - $1.27M
|
273K
$6.86M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
50.4K+ 8.59% |
$1.23M - $1.24M
|
637K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
47.6KNew |
$1.16M - $1.17M
|
47.6K
$1.19M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
43.5K+ 67.94% |
$1.06M - $1.07M
|
108K
$2.7M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
43.4KNew |
$1.06M - $1.07M
|
43.4K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
40.4K+ 109.22% |
$986K - $996K
|
77.4K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.6K+ 1.19% |
$965K - $975K
|
3.38M
$84.8M
|