Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.2K- 0.99% |
$55.1K - $55.4K
|
220K
$5.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.4K- 14.7% |
$60K - $60.3K
|
13.9K
$350K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.47K- 0.36% |
$61.8K - $62.2K
|
691K
$17.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.48K- 13.3% |
$61.8K - $62.2K
|
16.1K
$405K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.6K- 7.38% |
$64.9K - $65.3K
|
32.6K
$819K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.75K- 13.96% |
$68.7K - $69.2K
|
17K
$426K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.79K- 3.35% |
$69.6K - $70K
|
80.3K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.8K- 23.69% |
$70K - $70.5K
|
9.03K
$227K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.83K- 69.42% |
$70.6K - $71.1K
|
1.25K
$31.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.88K- 23.59% |
$71.8K - $72.2K
|
9.31K
$234K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.88K- 1.36% |
$72K - $72.4K
|
208K
$5.23M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.9K- 22.33% |
$72.4K - $72.9K
|
10.1K
$253K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.32K- 3.1% |
$83K - $83.5K
|
104K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-3.34K- 3.5% |
$83.4K - $83.9K
|
92.1K
$2.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3.37K- 16.48% |
$84.1K - $84.6K
|
17.1K
$429K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.62K- 0.61% |
$90.5K - $91.1K
|
593K
$14.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.63K- 5.47% |
$90.7K - $91.3K
|
62.7K
$1.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.74K- 6.1% |
$93.5K - $94.1K
|
57.6K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.83K- 2.39% |
$95.6K - $96.2K
|
156K
$3.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4K- 2.9% |
$99.9K - $100K
|
134K
$3.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.04K- 8.93% |
$101K - $102K
|
41.3K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.07K- 1.53% |
$102K - $102K
|
262K
$6.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.16K- 2.37% |
$104K - $105K
|
172K
$4.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.16K- 7.16% |
$104K - $105K
|
53.9K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.18K- 12.48% |
$104K - $105K
|
29.3K
$736K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.32K- 21.6% |
$108K - $108K
|
15.7K
$393K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.63K- 0.35% |
$116K - $116K
|
1.32M
$33.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.08K- 9.37% |
$127K - $128K
|
49.1K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-5.16K- 14.37% |
$129K - $130K
|
30.8K
$772K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5.2K- 4.19% |
$130K - $131K
|
119K
$2.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-5.68K- 27.99% |
$142K - $143K
|
14.6K
$367K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.74K- 7.17% |
$143K - $144K
|
74.3K
$1.87M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.75K- 2.03% |
$144K - $145K
|
277K
$6.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.87K- 20.13% |
$147K - $148K
|
23.3K
$585K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.96K- 16.94% |
$149K - $150K
|
29.2K
$734K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5.98K- 39.84% |
$149K - $150K
|
9.03K
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-6K- 3.34% |
$150K - $151K
|
174K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.18K- 30.46% |
$154K - $155K
|
14.1K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.38K- 6.22% |
$159K - $160K
|
96.2K
$2.42M
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-6.45K- 7.16% |
$161K - $162K
|
83.6K
$2.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-6.49K- 17.57% |
$162K - $163K
|
30.4K
$764K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-6.7K- 20.92% |
$167K - $168K
|
25.3K
$636K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-6.72K- 5.33% |
$168K - $169K
|
119K
$3M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-7.38K- 1.48% |
$184K - $185K
|
492K
$12.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-7.58K- 2.96% |
$189K - $190K
|
248K
$6.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-7.92K- 41.6% |
$198K - $199K
|
11.1K
$279K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-8.39K- 4.94% |
$210K - $211K
|
161K
$4.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9.09K- 9.98% |
$227K - $228K
|
82K
$2.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-9.88K- 3.99% |
$247K - $248K
|
238K
$5.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-10.1K- 19.79% |
$252K - $254K
|
41K
$1.03M
|