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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28.9K+ 34.12% |
$720K - $725K
|
114K
$2.86M
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
26.9K+ 268.05% |
$669K - $673K
|
36.9K
$928K
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
25.3K+ 2.49% |
$629K - $633K
|
1.04M
$26.2M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.2K+ 16.98% |
$626K - $630K
|
173K
$4.36M
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
23.8K+ 74.14% |
$593K - $597K
|
56K
$1.41M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.5K+ 41.55% |
$585K - $588K
|
80K
$2.01M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.3K+ 2.34% |
$556K - $559K
|
977K
$24.6M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21.4KNew |
$533K - $536K
|
21.4K
$538K
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
20.7KNew |
$515K - $518K
|
20.7K
$520K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20.5K+ 5.44% |
$510K - $513K
|
397K
$9.98M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
20KNew |
$498K - $501K
|
20K
$503K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.3K+ 33.59% |
$481K - $484K
|
76.9K
$1.93M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.7K+ 1324.43% |
$465K - $468K
|
20.1K
$506K
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18.2K+ 3.23% |
$452K - $455K
|
581K
$14.6M
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
18.1K+ 8.85% |
$450K - $453K
|
223K
$5.6M
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
17.9K+ 7.53% |
$446K - $449K
|
256K
$6.43M
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17.7K+ 6.69% |
$442K - $444K
|
283K
$7.11M
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
17.6K+ 166.85% |
$437K - $440K
|
28.1K
$706K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
17.3K+ 142.21% |
$431K - $433K
|
29.5K
$741K
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
16.8K+ 73.16% |
$419K - $422K
|
39.8K
$1M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.8KNew |
$417K - $420K
|
16.8K
$421K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.2K+ 5.42% |
$404K - $407K
|
316K
$7.96M
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
16K+ 7.66% |
$397K - $400K
|
224K
$5.64M
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
15.9KNew |
$396K - $399K
|
15.9K
$400K
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
15.8K+ 6.29% |
$392K - $395K
|
266K
$6.69M
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
15.5KNew |
$385K - $387K
|
15.5K
$389K
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
15.4K+ 9.96% |
$383K - $385K
|
170K
$4.27M
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
14.7K+ 6.02% |
$365K - $367K
|
258K
$6.49M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.5K+ 7.19% |
$361K - $364K
|
216K
$5.44M
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
14.5K+ 7.98% |
$361K - $363K
|
196K
$4.93M
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
14.4K+ 24.61% |
$358K - $360K
|
72.8K
$1.83M
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
14.4K+ 24.61% |
$358K - $360K
|
72.8K
$1.83M
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14.2KNew |
$354K - $356K
|
14.2K
$357K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.5K+ 13.01% |
$311K - $313K
|
108K
$2.73M
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
12.2KNew |
$303K - $305K
|
12.2K
$306K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.1KNew |
$302K - $304K
|
12.1K
$305K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
11.8KNew |
$294K - $296K
|
11.8K
$297K
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.6K+ 64.55% |
$290K - $291K
|
29.7K
$746K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
11.5K+ 14.7% |
$286K - $288K
|
89.8K
$2.26M
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
11.4K+ 20.34% |
$283K - $285K
|
67.2K
$1.69M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
11.2KNew |
$278K - $280K
|
11.2K
$281K
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10.7KNew |
$267K - $269K
|
10.7K
$270K
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
10.7KNew |
$266K - $267K
|
10.7K
$268K
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.5K+ 26.94% |
$262K - $264K
|
49.7K
$1.25M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.3K+ 19.1% |
$257K - $259K
|
64.5K
$1.62M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.3K+ 107.93% |
$256K - $257K
|
19.8K
$497K
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
10.2K+ 22.91% |
$255K - $256K
|
54.9K
$1.38M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10K+ 29.71% |
$249K - $251K
|
43.7K
$1.1M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
9.83K+ 0.34% |
$245K - $246K
|
2.92M
$73.3M
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.61KNew |
$239K - $241K
|
9.61K
$242K
|