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 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
7.09K+ 6.47% |
$186K - $187K
|
117K
$2.93M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.99K+ 11.94% |
$184K - $184K
|
65.5K
$1.65M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.6K+ 11.02% |
$173K - $174K
|
66.5K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.9K+ 30.99% |
$155K - $156K
|
24.9K
$627K
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
5.5K+ 0.59% |
$144K - $145K
|
938K
$23.6M
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.48K+ 2.35% |
$144K - $145K
|
239K
$6.01M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.42K+ 7.84% |
$142K - $143K
|
74.5K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.94K+ 1.85% |
$130K - $130K
|
272K
$6.84M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.78K+ 13.94% |
$126K - $126K
|
39.1K
$983K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.78K+ 0.55% |
$125K - $126K
|
881K
$22.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.62K+ 1.5% |
$121K - $122K
|
314K
$7.89M
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.17K+ 1.34% |
$110K - $110K
|
315K
$7.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.13K+ 8.53% |
$109K - $109K
|
52.6K
$1.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
4K+ 10.3% |
$105K - $106K
|
42.8K
$1.08M
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.63K+ 58.76% |
$95.5K - $95.9K
|
9.82K
$247K
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
3.43K+ 5.02% |
$90.1K - $90.5K
|
71.8K
$1.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.3K+ 7.64% |
$86.7K - $87.1K
|
46.5K
$1.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.1K+ 0.93% |
$81.5K - $81.9K
|
338K
$8.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.02K+ 14.09% |
$79.4K - $79.7K
|
24.5K
$615K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.94K+ 3.09% |
$77.2K - $77.5K
|
98K
$2.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.89K+ 260.07% |
$76K - $76.3K
|
4K
$101K
|
|
|
Oct 07, 2021
Q3 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.61K+ 3.57% |
$68.4K - $68.7K
|
75.6K
$1.9M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.56K+ 4.25% |
$67.1K - $67.4K
|
62.7K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.45K+ 1.1% |
$64.4K - $64.7K
|
224K
$5.64M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.27K+ 8.09% |
$59.6K - $59.9K
|
30.3K
$763K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.21K+ 3.2% |
$58.1K - $58.4K
|
71.4K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.11K+ 7.33% |
$55.4K - $55.7K
|
30.9K
$777K
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.05K+ 0.89% |
$54K - $54.2K
|
232K
$5.83M
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
1.88K+ 7.75% |
$49.5K - $49.7K
|
26.2K
$659K
|
|
|
Nov 15, 2021
Q3 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.86K+ 0.23% |
$48.7K - $49K
|
813K
$20.4M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.7KNew |
$44.7K - $44.9K
|
1.7K
$42.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 121.85% |
$41.6K - $41.8K
|
2.88K
$72.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
1.57K+ 8.55% |
$41.3K - $41.5K
|
20K
$502K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
1.56KNew |
$40.8K - $41K
|
1.56K
$39.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
BUY
|
- |
1.53K+ 12.68% |
$40.2K - $40.4K
|
13.6K
$342K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.45K+ 2.74% |
$38.1K - $38.3K
|
54.3K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32KNew |
$34.7K - $34.8K
|
1.32K
$33.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05K+ 2.13% |
$27.6K - $27.7K
|
50.3K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
845+ 6.77% |
$22.2K - $22.3K
|
13.3K
$335K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
810New |
$21.3K - $21.4K
|
810
$20.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
600+ 4.09% |
$15.8K - $15.8K
|
15.3K
$384K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
342+ 0.8% |
$8.98K - $9.03K
|
43.3K
$1.09M
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
322New |
$8.46K - $8.5K
|
322
$8.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
295+ 1.39% |
$7.75K - $7.79K
|
21.5K
$540K
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
237+ 2.34% |
$6.23K - $6.25K
|
10.4K
$261K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
167New |
$4.39K - $4.41K
|
167
$4.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
131New |
$3.44K - $3.46K
|
131
$3.29K
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
105+ 0.09% |
$2.76K - $2.77K
|
123K
$3.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
41+ 0.45% |
$1.08K - $1.08K
|
9.22K
$232K
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
39+ 0.25% |
$1.02K - $1.03K
|
15.5K
$391K
|