Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.86MNew |
$75.2M - $75.6M
|
2.86M
$71.9M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
916K+ 846.76% |
$24.1M - $24.2M
|
1.02M
$25.7M
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
858K+ 20.47% |
$22.5M - $22.6M
|
5.05M
$127M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
842K+ 1342.61% |
$22.1M - $22.2M
|
904K
$22.7M
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
296KNew |
$7.77M - $7.81M
|
296K
$7.43M
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
227KNew |
$5.96M - $5.99M
|
227K
$5.7M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
173K+ 4.85% |
$4.54M - $4.56M
|
3.74M
$93.9M
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
143K+ 1330.77% |
$3.76M - $3.77M
|
154K
$3.86M
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
91.3K+ 6.38% |
$2.4M - $2.41M
|
1.52M
$38.2M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
85.2KNew |
$2.24M - $2.25M
|
85.2K
$2.14M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.2K+ 8.68% |
$2.19M - $2.2M
|
1.04M
$26.1M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
78.2K+ 3703.03% |
$2.05M - $2.06M
|
80.3K
$2.02M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
78.1K+ 108.09% |
$2.05M - $2.06M
|
150K
$3.78M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
71.1K+ 5.42% |
$1.87M - $1.88M
|
1.38M
$34.7M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.7K+ 8.91% |
$1.83M - $1.84M
|
852K
$21.4M
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
66.3K+ 7.44% |
$1.74M - $1.75M
|
957K
$24M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
56.2K+ 3.1% |
$1.48M - $1.48M
|
1.87M
$47M
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
50.8KNew |
$1.33M - $1.34M
|
50.8K
$1.28M
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
50.7K+ 27.81% |
$1.33M - $1.34M
|
233K
$5.85M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.6K+ 13.2% |
$1.33M - $1.34M
|
434K
$10.9M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49.3K+ 24.22% |
$1.3M - $1.3M
|
253K
$6.35M
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
48.4K+ 32.82% |
$1.27M - $1.28M
|
196K
$4.92M
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
46.3K+ 2.46% |
$1.22M - $1.22M
|
1.93M
$48.4M
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
38KNew |
$999K - $1M
|
38K
$954K
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
36.6KNew |
$961K - $965K
|
36.6K
$918K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33.9K+ 10.53% |
$891K - $895K
|
356K
$8.94M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.2K+ 3.59% |
$872K - $875K
|
957K
$24M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.3K+ 15.76% |
$848K - $851K
|
237K
$5.95M
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
26.8KNew |
$705K - $708K
|
26.8K
$674K
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
26.1K+ 16.95% |
$684K - $688K
|
180K
$4.51M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25K+ 1.8% |
$657K - $660K
|
1.41M
$35.5M
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24.7K+ 25.66% |
$648K - $651K
|
121K
$3.04M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
24.7KNew |
$648K - $651K
|
24.7K
$619K
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
24K+ 12.14% |
$630K - $633K
|
222K
$5.57M
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
23K+ 10.8% |
$604K - $606K
|
236K
$5.92M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.3K+ 10.42% |
$560K - $563K
|
226K
$5.67M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
18.8K+ 8.49% |
$494K - $496K
|
240K
$6.03M
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18.8K+ 7.43% |
$494K - $496K
|
272K
$6.83M
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
14.3K+ 3.81% |
$375K - $376K
|
389K
$9.76M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
13.8K+ 59.64% |
$363K - $364K
|
36.9K
$928K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12.6K+ 62.93% |
$332K - $334K
|
32.7K
$822K
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
11.7K+ 7.24% |
$306K - $308K
|
173K
$4.34M
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
11.3K+ 5.99% |
$296K - $298K
|
200K
$5.01M
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
10.6K+ 53.91% |
$279K - $280K
|
30.3K
$760K
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
10.4K+ 102.83% |
$272K - $274K
|
20.5K
$514K
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.1K+ 7.05% |
$265K - $266K
|
153K
$3.84M
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
9.88KNew |
$260K - $261K
|
9.88K
$248K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.24K+ 116.56% |
$243K - $244K
|
17.2K
$431K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.56K+ 7.79% |
$225K - $226K
|
118K
$2.97M
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
7.12K+ 4.17% |
$187K - $188K
|
178K
$4.47M
|