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 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-37.8K- 57.56% |
$940K - $946K
|
27.8K
$700K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-42.9K- 9.89% |
$1.07M - $1.07M
|
391K
$9.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-43K- 27.83% |
$1.07M - $1.08M
|
112K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-49.5K- 10.76% |
$1.23M - $1.24M
|
410K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-51.4K- 2.84% |
$1.28M - $1.29M
|
1.76M
$44.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-55.6K- 30.59% |
$1.38M - $1.39M
|
126K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66.5KClosed |
$1.65M - $1.66M
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-79K- 18.63% |
$1.97M - $1.98M
|
345K
$8.68M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-79.3K- 4.2% |
$1.97M - $1.99M
|
1.81M
$45.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-88.5K- 75.21% |
$2.2M - $2.22M
|
29.2K
$734K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-106K- 18.65% |
$2.63M - $2.65M
|
461K
$11.6M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-138K- 42.06% |
$3.43M - $3.45M
|
190K
$4.77M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-155K- 7.83% |
$3.85M - $3.88M
|
1.82M
$45.8M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-158K- 9.66% |
$3.94M - $3.96M
|
1.48M
$37.2M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-164K- 94.84% |
$4.09M - $4.12M
|
8.94K
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-173K- 9.59% |
$4.3M - $4.33M
|
1.63M
$41M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-205K- 17.72% |
$5.1M - $5.13M
|
952K
$23.9M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-228K- 39.63% |
$5.69M - $5.72M
|
348K
$8.75M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-235K- 97.75% |
$5.84M - $5.88M
|
5.4K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-323K- 4.69% |
$8.03M - $8.08M
|
6.56M
$165M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-340K- 9.96% |
$8.47M - $8.53M
|
3.08M
$77.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-340K- 9.96% |
$8.47M - $8.53M
|
3.08M
$77.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-675K- 64.84% |
$16.8M - $16.9M
|
366K
$9.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-796K- 98.51% |
$19.8M - $19.9M
|
12K
$302K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-952K- 98.33% |
$23.7M - $23.9M
|
16.2K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-994K- 65.34% |
$24.7M - $24.9M
|
527K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.04M- 66.21% |
$26M - $26.1M
|
533K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21M- 78.56% |
$30.2M - $30.4M
|
332K
$8.34M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.32M- 65.52% |
$32.8M - $33M
|
694K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.34M- 66.82% |
$33.2M - $33.5M
|
663K
$16.7M
|