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 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-107- 3.75% |
$2.61K - $2.64K
|
2.75K
$68.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-115- 4.5% |
$2.8K - $2.83K
|
2.44K
$61.2K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-150- 61.22% |
$3.66K - $3.7K
|
95
$2.39K
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-150- 0.06% |
$3.66K - $3.7K
|
239K
$6M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-184- 0.39% |
$4.49K - $4.53K
|
46.9K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-268- 0.72% |
$6.54K - $6.6K
|
36.8K
$925K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-479- 26.88% |
$11.7K - $11.8K
|
1.3K
$32.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-488- 0.54% |
$11.9K - $12K
|
89.3K
$2.24M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-497- 0.61% |
$12.1K - $12.2K
|
81.1K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-500- 1.38% |
$12.2K - $12.3K
|
35.8K
$899K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-503- 2.48% |
$12.3K - $12.4K
|
19.8K
$497K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-591- 49.25% |
$14.4K - $14.6K
|
609
$15.3K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-603- 0.46% |
$14.7K - $14.9K
|
130K
$3.27M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-606- 1.13% |
$14.8K - $14.9K
|
52.8K
$1.33M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-800- 4.39% |
$19.5K - $19.7K
|
17.4K
$438K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-880- 0.7% |
$21.5K - $21.7K
|
125K
$3.14M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-999- 99.9% |
$24.4K - $24.6K
|
1
$25.1
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 2.64% |
$24.9K - $25.1K
|
37.6K
$945K
|
|
|
Apr 19, 2023
Q1 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-1.12K- 0.44% |
$27.4K - $27.6K
|
254K
$6.38M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.2K- 8.28% |
$29.3K - $29.6K
|
13.3K
$334K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.49K- 5.75% |
$36.4K - $36.8K
|
24.5K
$614K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.6K- 97.26% |
$39K - $39.4K
|
45
$1.13K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.64K- 3.52% |
$40K - $40.4K
|
44.9K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.95K- 0.94% |
$47.5K - $48K
|
205K
$5.16M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.97K- 3.6% |
$48.1K - $48.6K
|
52.8K
$1.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.55K- 22.24% |
$62.1K - $62.8K
|
8.91K
$224K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.66K- 1.16% |
$64.9K - $65.5K
|
226K
$5.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 9.28% |
$66.6K - $67.2K
|
26.7K
$670K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.85K- 4.89% |
$69.5K - $70.2K
|
55.4K
$1.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-3.08K- 15.54% |
$75K - $75.8K
|
16.7K
$420K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.49K- 2.51% |
$110K - $111K
|
174K
$4.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-5.15K- 4.82% |
$126K - $127K
|
102K
$2.55M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.4K- 28.17% |
$132K - $133K
|
13.8K
$345K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.95K- 0.93% |
$145K - $147K
|
632K
$15.9M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6.7K- 2.28% |
$163K - $165K
|
287K
$7.2M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.92K- 3.42% |
$169K - $171K
|
195K
$4.9M
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-7.72K- 7.82% |
$188K - $190K
|
91K
$2.28M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-11.4K- 4.88% |
$278K - $281K
|
222K
$5.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12K- 73.57% |
$293K - $296K
|
4.31K
$108K
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-12.5K- 1.34% |
$304K - $307K
|
919K
$23.1M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
SELL
|
- |
-14.6K- 12.04% |
$357K - $360K
|
107K
$2.68M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.6K- 8.5% |
$379K - $383K
|
167K
$4.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-16.1K- 42.9% |
$392K - $396K
|
21.4K
$537K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-17K- 15.54% |
$415K - $419K
|
92.4K
$2.32M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.2K- 97.7% |
$468K - $472K
|
452
$11.3K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-21.7K- 67.97% |
$528K - $534K
|
10.2K
$256K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-28.1K- 3.18% |
$685K - $692K
|
856K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-29.1K- 16.03% |
$709K - $717K
|
152K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33.1K- 20.26% |
$807K - $816K
|
130K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-34.6K- 80.72% |
$844K - $853K
|
8.27K
$208K
|