Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
372K+ 15.92% |
$9.25M - $9.31M
|
2.71M
$68M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
288K+ 39.41% |
$7.16M - $7.21M
|
1.02M
$25.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
283KNew |
$7.04M - $7.09M
|
283K
$7.1M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
202KNew |
$5.02M - $5.05M
|
202K
$5.06M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
177K+ 160.98% |
$4.4M - $4.43M
|
287K
$7.2M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
175KNew |
$4.35M - $4.38M
|
175K
$4.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
161K+ 14.16% |
$4.01M - $4.03M
|
1.3M
$32.6M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
135KNew |
$3.37M - $3.39M
|
135K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
134K+ 19.82% |
$3.34M - $3.36M
|
812K
$20.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
116K+ 29.89% |
$2.88M - $2.9M
|
502K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
105K+ 8.61% |
$2.61M - $2.63M
|
1.32M
$33.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
98.5K+ 10.64% |
$2.45M - $2.47M
|
1.02M
$25.7M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
93.7K+ 20.77% |
$2.33M - $2.35M
|
545K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
91K+ 53.33% |
$2.26M - $2.28M
|
262K
$6.57M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.2K+ 22.8% |
$2.22M - $2.23M
|
480K
$12.1M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
78.3K+ 8.19% |
$1.95M - $1.96M
|
1.03M
$26M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
77.4K+ 300.33% |
$1.93M - $1.94M
|
103K
$2.59M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
77.1KNew |
$1.92M - $1.93M
|
77.1K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
73K+ 8.7% |
$1.82M - $1.83M
|
911K
$22.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
69.4K+ 395.93% |
$1.73M - $1.74M
|
86.9K
$2.18M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
66.5K+ 11.63% |
$1.66M - $1.67M
|
639K
$16M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
65.4K+ 64.84% |
$1.63M - $1.64M
|
166K
$4.17M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
65.4K+ 10.98% |
$1.63M - $1.64M
|
660K
$16.6M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
60K+ 50.11% |
$1.49M - $1.5M
|
180K
$4.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
56.6KNew |
$1.41M - $1.42M
|
56.6K
$1.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.5K+ 8.42% |
$1.36M - $1.36M
|
702K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
52K+ 102.81% |
$1.29M - $1.3M
|
103K
$2.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
51.4K+ 16.46% |
$1.28M - $1.29M
|
364K
$9.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.9K+ 6.69% |
$1.24M - $1.25M
|
796K
$20M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
48K+ 157.03% |
$1.2M - $1.2M
|
78.6K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
46.6K+ 8.91% |
$1.16M - $1.17M
|
570K
$14.3M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
44.7K+ 67.88% |
$1.11M - $1.12M
|
111K
$2.78M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
44.2K+ 7.33% |
$1.1M - $1.11M
|
647K
$16.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
42.3K+ 54.91% |
$1.05M - $1.06M
|
119K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
42.1K+ 125.4% |
$1.05M - $1.05M
|
75.6K
$1.9M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
41.6K+ 9.04% |
$1.04M - $1.04M
|
502K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.6K+ 5.64% |
$961K - $967K
|
723K
$18.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
37K+ 9.82% |
$921K - $927K
|
414K
$10.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
36.3KNew |
$903K - $908K
|
36.3K
$911K
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
36.1KNew |
$897K - $903K
|
36.1K
$905K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.6K+ 9.66% |
$887K - $893K
|
405K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
34.8K+ 62.41% |
$866K - $872K
|
90.6K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34.7K+ 7.36% |
$865K - $870K
|
507K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
34.6K+ 3.9% |
$861K - $867K
|
922K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.4K+ 27.32% |
$855K - $861K
|
160K
$4.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
31.3KNew |
$780K - $785K
|
31.3K
$786K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.5K+ 84.59% |
$758K - $763K
|
66.5K
$1.67M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30.2KNew |
$751K - $756K
|
30.2K
$758K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
29.6K+ 11.55% |
$737K - $742K
|
286K
$7.18M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28.9K+ 34.12% |
$720K - $725K
|
114K
$2.86M
|