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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-36.9K- 69.18% |
$901K - $910K
|
16.5K
$413K
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-41.8K- 30.68% |
$1.02M - $1.03M
|
94.4K
$2.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-48.1K- 53.42% |
$1.17M - $1.18M
|
41.9K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-48.1K- 53.42% |
$1.17M - $1.18M
|
41.9K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-57.6K- 12.41% |
$1.4M - $1.42M
|
406K
$10.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-57.9K- 28.1% |
$1.41M - $1.43M
|
148K
$3.72M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57.9K- 3.47% |
$1.41M - $1.43M
|
1.61M
$40.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-75.2K- 11.44% |
$1.83M - $1.85M
|
582K
$14.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-78.7K- 54.7% |
$1.92M - $1.94M
|
65.1K
$1.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-84.4K- 23.2% |
$2.06M - $2.08M
|
280K
$7.02M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-85.4K- 94.3% |
$2.08M - $2.1M
|
5.16K
$130K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-85.9K- 7.71% |
$2.1M - $2.12M
|
1.03M
$25.8M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-86.1K- 21.35% |
$2.1M - $2.12M
|
317K
$7.96M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-87.6K- 28.96% |
$2.14M - $2.16M
|
215K
$5.4M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-106K- 67.53% |
$2.58M - $2.61M
|
50.9K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-109K- 5.04% |
$2.66M - $2.68M
|
2.05M
$51.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-137K- 4.78% |
$3.34M - $3.37M
|
2.73M
$68.5M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-159K- 15.76% |
$3.87M - $3.91M
|
848K
$21.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-214K- 92.65% |
$5.23M - $5.28M
|
17K
$427K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-218K- 87.03% |
$5.32M - $5.37M
|
32.5K
$816K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2.18M- 99.3% |
$53.2M - $53.8M
|
15.4K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-24.6M- 95.93% |
$601M - $607M
|
1.04M
$26.2M
|