Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
6.05M+ 2496.5% |
$148M - $149M
|
6.3M
$158M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.03M+ 515.16% |
$49.7M - $49.9M
|
2.42M
$60.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
512K+ 137.83% |
$12.5M - $12.6M
|
883K
$22.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
337KNew |
$8.25M - $8.3M
|
337K
$8.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
254K+ 40.58% |
$6.22M - $6.26M
|
880K
$22.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
231K+ 242742.11% |
$5.65M - $5.68M
|
231K
$5.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
205K+ 631.17% |
$5.03M - $5.05M
|
238K
$5.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
179KNew |
$4.38M - $4.41M
|
179K
$4.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
164K+ 59.89% |
$4.01M - $4.03M
|
437K
$11M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
159K+ 9.85% |
$3.89M - $3.91M
|
1.77M
$44.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
140K+ 23.57% |
$3.43M - $3.45M
|
733K
$18.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
128K+ 10.92% |
$3.14M - $3.16M
|
1.3M
$32.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
125K+ 10.18% |
$3.07M - $3.08M
|
1.35M
$34M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
124KNew |
$3.04M - $3.05M
|
124K
$3.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 8.61% |
$2.99M - $3.01M
|
1.54M
$38.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
115K+ 37.3% |
$2.82M - $2.83M
|
423K
$10.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
113K+ 178.39% |
$2.78M - $2.8M
|
177K
$4.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
103K+ 52.14% |
$2.53M - $2.55M
|
301K
$7.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
97.7K+ 671.4% |
$2.39M - $2.41M
|
112K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
96.9K+ 7.88% |
$2.37M - $2.39M
|
1.33M
$33.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
95K+ 134.46% |
$2.33M - $2.34M
|
166K
$4.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
93.4K+ 95.69% |
$2.29M - $2.3M
|
191K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
83.5K+ 15.55% |
$2.05M - $2.06M
|
620K
$15.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
82.1K+ 31.39% |
$2.01M - $2.02M
|
344K
$8.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.1K+ 6.43% |
$1.91M - $1.92M
|
1.29M
$32.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
69.9K+ 23.51% |
$1.71M - $1.72M
|
367K
$9.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
64.8KNew |
$1.59M - $1.6M
|
64.8K
$1.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
63K+ 70.5% |
$1.54M - $1.55M
|
152K
$3.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60.9K+ 6.34% |
$1.49M - $1.5M
|
1.02M
$25.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
60.3K+ 26.15% |
$1.48M - $1.49M
|
291K
$7.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
56.3KNew |
$1.38M - $1.39M
|
56.3K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55.4K+ 27.21% |
$1.36M - $1.37M
|
259K
$6.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
51.2KNew |
$1.25M - $1.26M
|
51.2K
$1.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
50.7KNew |
$1.24M - $1.25M
|
50.7K
$1.27M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49.1K+ 9.36% |
$1.2M - $1.21M
|
574K
$14.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
45.7K+ 8.79% |
$1.12M - $1.13M
|
565K
$14.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
41.8K+ 90.0% |
$1.02M - $1.03M
|
88.3K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
41.4K+ 139.66% |
$1.01M - $1.02M
|
71K
$1.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40.3KNew |
$989K - $994K
|
40.3K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
34.3KNew |
$840K - $845K
|
34.3K
$861K
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
33.5K+ 3.06% |
$821K - $826K
|
1.13M
$28.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
31.9K+ 256.15% |
$781K - $785K
|
44.3K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31.7K+ 6.82% |
$776K - $781K
|
496K
$12.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
31.4KNew |
$770K - $774K
|
31.4K
$789K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
29.6K+ 10.6% |
$726K - $731K
|
309K
$7.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.5K+ 31.79% |
$723K - $727K
|
122K
$3.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
26.8K+ 2.92% |
$657K - $661K
|
945K
$23.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25K+ 84.22% |
$613K - $616K
|
54.7K
$1.37M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
24.2K+ 105.78% |
$594K - $598K
|
47.2K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24.2K+ 14.88% |
$592K - $596K
|
187K
$4.69M
|