Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
6.14K+ 3.96% |
$162K - $163K
|
161K
$4.05M
|
|
Aug 13, 2021
Q2 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.52K+ 2.46% |
$145K - $146K
|
230K
$5.77M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.22K+ 4.99% |
$137K - $138K
|
110K
$2.76M
|
|
Aug 10, 2021
Q2 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.5K+ 56.25% |
$118K - $119K
|
12.5K
$314K
|
|
Jul 14, 2021
Q2 2021
|
Bay Rivers Group
|
BUY
|
- |
3.96K+ 6.14% |
$104K - $105K
|
68.3K
$1.72M
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.83K+ 5.87% |
$101K - $101K
|
69.1K
$1.74M
|
|
Jul 26, 2021
Q2 2021
|
Atwater Malick LLC
|
BUY
|
- |
3.79K+ 45.85% |
$99.7K - $100K
|
12.1K
$303K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.78K+ 20.6% |
$99.5K - $100K
|
22.1K
$556K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.78K+ 12.4% |
$99.5K - $100K
|
34.3K
$861K
|
|
Jul 21, 2021
Q2 2021
|
Arrow Financial Corp
|
BUY
|
- |
3.29K+ 15.67% |
$86.7K - $87.2K
|
24.3K
$611K
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
BUY
|
- |
3.26K+ 19.86% |
$85.7K - $86.2K
|
19.7K
$494K
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.22K+ 4.88% |
$84.7K - $85.2K
|
69.1K
$1.74M
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.18K+ 1.03% |
$83.6K - $84.1K
|
311K
$7.81M
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.14K+ 3.41% |
$82.5K - $83K
|
95.1K
$2.39M
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.93K+ 18.22% |
$77.1K - $77.6K
|
19K
$478K
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.9K+ 16.87% |
$76.3K - $76.8K
|
20.1K
$504K
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.79KNew |
$73.4K - $73.8K
|
2.79K
$70K
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.72K+ 0.71% |
$71.5K - $71.9K
|
387K
$9.72M
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.7K+ 5.38% |
$71.1K - $71.5K
|
52.9K
$1.33M
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.46K+ 2.79% |
$64.6K - $65K
|
90.4K
$2.27M
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1.74K+ 10.45% |
$45.8K - $46.1K
|
18.4K
$462K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.5K+ 0.68% |
$39.3K - $39.6K
|
222K
$5.56M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.43K+ 10.99% |
$37.6K - $37.9K
|
14.5K
$363K
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 3.1% |
$34.2K - $34.4K
|
43.2K
$1.08M
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.21K+ 5.98% |
$31.8K - $32K
|
21.4K
$538K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
956+ 2.02% |
$25.2K - $25.3K
|
48.2K
$1.21M
|
|
Jul 22, 2021
Q2 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
890+ 1.35% |
$23.4K - $23.6K
|
66.7K
$1.67M
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
668+ 3.77% |
$17.6K - $17.7K
|
18.4K
$462K
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
634New |
$16.7K - $16.8K
|
634
$15.9K
|
|
Aug 09, 2021
Q2 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
465+ 2.25% |
$12.2K - $12.3K
|
21.2K
$532K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
389New |
$10.2K - $10.3K
|
389
$9.77K
|
|
Jul 13, 2021
Q2 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
335+ 0.62% |
$8.81K - $8.87K
|
54.8K
$1.37M
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
303+ 24.96% |
$7.97K - $8.02K
|
1.52K
$38.1K
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
116+ 1.91% |
$3.05K - $3.07K
|
6.19K
$155K
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
100+ 0.56% |
$2.63K - $2.65K
|
17.9K
$449K
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
99New |
$2.6K - $2.62K
|
99
$2.49K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
97+ 0.11% |
$2.55K - $2.57K
|
88.1K
$2.21M
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
44New |
$1.16K - $1.16K
|
44
$1.1K
|
|
Jul 29, 2021
Q2 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
42+ 0.27% |
$1.11K - $1.11K
|
15.5K
$389K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 2.3% |
$658 - $662
|
1.11K
$27.9K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
19New |
$500 - $503
|
19
$477
|
|
Aug 09, 2021
Q2 2021
|
Claret Asset Management Corp
|
BUY
|
- |
15+ 0.08% |
$395 - $397
|
19.4K
$488K
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15+ 0.03% |
$395 - $397
|
56.7K
$1.42M
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
14+ 0.19% |
$368 - $371
|
7.21K
$181K
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
BUY
|
- |
11+ 0.07% |
$289 - $291
|
16.2K
$406K
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.44% |
$237 - $238
|
2.03K
$51.1K
|
|
Aug 05, 2021
Q2 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.03% |
$78.9 - $79.4
|
10.5K
$265K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-219- 0.56% |
$5.76K - $5.8K
|
38.6K
$970K
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-270- 0.14% |
$7.1K - $7.15K
|
188K
$4.73M
|