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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-893- 3.65% |
$21.9K - $22K
|
23.6K
$593K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-947- 0.68% |
$23.2K - $23.3K
|
138K
$3.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-949- 2.47% |
$23.3K - $23.4K
|
37.4K
$941K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-994- 1.02% |
$24.4K - $24.5K
|
96.8K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1K- 7.52% |
$24.5K - $24.7K
|
12.3K
$309K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1K- 10.87% |
$24.5K - $24.7K
|
8.2K
$206K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1K- 58.87% |
$24.6K - $24.7K
|
700
$17.6K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-1.03K- 3.22% |
$25.1K - $25.3K
|
30.8K
$775K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.11K- 3.39% |
$27.1K - $27.2K
|
31.5K
$793K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.23K- 0.54% |
$30.1K - $30.3K
|
225K
$5.65M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.23K- 3.93% |
$30.2K - $30.4K
|
30.1K
$758K
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.37K- 1.0% |
$33.5K - $33.7K
|
135K
$3.4M
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.38K- 1.52% |
$33.8K - $34K
|
89.6K
$2.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.5K- 4.06% |
$36.7K - $36.9K
|
35.3K
$889K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.63K- 1.1% |
$39.9K - $40.1K
|
146K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.65K- 3.95% |
$40.5K - $40.8K
|
40.2K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.72K- 7.98% |
$42.2K - $42.4K
|
19.8K
$499K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.8K- 5.03% |
$44.1K - $44.4K
|
34K
$855K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.92K- 1.1% |
$46.9K - $47.2K
|
172K
$4.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.94K- 0.25% |
$47.5K - $47.8K
|
776K
$19.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2K- 5.41% |
$49K - $49.3K
|
35K
$880K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.28K- 8.56% |
$56K - $56.3K
|
24.4K
$614K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 9.37% |
$61.3K - $61.6K
|
24.2K
$608K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.61K- 7.24% |
$63.9K - $64.3K
|
33.4K
$841K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.71K- 6.93% |
$66.4K - $66.8K
|
36.4K
$915K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2.87K- 18.62% |
$70.4K - $70.8K
|
12.6K
$316K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.9K- 17.59% |
$71K - $71.4K
|
13.6K
$341K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.34K- 2.08% |
$81.9K - $82.4K
|
157K
$3.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-4.15K- 10.25% |
$102K - $102K
|
36.3K
$913K
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-5.1K- 36.57% |
$125K - $126K
|
8.85K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.13K- 17.47% |
$126K - $127K
|
24.3K
$610K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-5.54K- 10.49% |
$136K - $136K
|
47.2K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.12K- 1.51% |
$150K - $151K
|
400K
$10.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6.84K- 15.56% |
$168K - $169K
|
37.1K
$934K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.88K- 10.56% |
$169K - $170K
|
58.3K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.95K- 44.29% |
$195K - $196K
|
10K
$251K
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-8.04K- 3.35% |
$197K - $198K
|
232K
$5.83M
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-8.04K- 3.35% |
$197K - $198K
|
232K
$5.83M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.69K- 4.96% |
$213K - $214K
|
167K
$4.19M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-9.68K- 3.68% |
$237K - $239K
|
253K
$6.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.7K- 98.14% |
$263K - $264K
|
203
$5.11K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.2K- 45.16% |
$274K - $276K
|
13.6K
$342K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-11.6K- 9.49% |
$284K - $286K
|
111K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 30.98% |
$286K - $287K
|
26K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.8K- 0.88% |
$289K - $291K
|
1.32M
$33.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-14.3K- 26.76% |
$350K - $352K
|
39.1K
$983K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.9K- 22.1% |
$414K - $416K
|
59.5K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-17K- 54.79% |
$417K - $419K
|
14K
$353K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-19K- 8.57% |
$467K - $469K
|
203K
$5.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-19.6K- 21.18% |
$480K - $482K
|
72.8K
$1.83M
|