Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.61K+ 1.61% |
$112K - $115K
|
291K
$7.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.36K+ 25.11% |
$106K - $108K
|
21.7K
$546K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.21K+ 5.42% |
$102K - $105K
|
81.9K
$2.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.9K+ 2.88% |
$94.9K - $97.2K
|
139K
$3.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
3.67K+ 30.14% |
$89.2K - $91.4K
|
15.9K
$399K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.29K+ 13.95% |
$79.9K - $81.8K
|
26.9K
$675K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.08K+ 39.86% |
$74.8K - $76.6K
|
10.8K
$272K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.01K+ 9.34% |
$73.1K - $74.9K
|
35.2K
$886K
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3K+ 16.79% |
$72.9K - $74.7K
|
20.9K
$525K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.91K+ 45.23% |
$70.8K - $72.5K
|
9.35K
$235K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.87K+ 13.35% |
$69.8K - $71.5K
|
24.4K
$613K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
2.55KNew |
$62K - $63.5K
|
2.55K
$64.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.55K+ 0.65% |
$61.9K - $63.4K
|
393K
$9.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.55KNew |
$61.8K - $63.4K
|
2.55K
$64K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.48K+ 9.81% |
$60.1K - $61.6K
|
27.7K
$696K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.1K+ 20.24% |
$51K - $52.3K
|
12.5K
$314K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.08KNew |
$50.6K - $51.8K
|
2.08K
$52.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.07K+ 23.37% |
$50.3K - $51.6K
|
10.9K
$275K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2K+ 25.81% |
$48.6K - $49.8K
|
9.75K
$245K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.77K+ 4.34% |
$43.1K - $44.2K
|
42.6K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.56K+ 3.73% |
$37.9K - $38.8K
|
43.4K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.47K+ 0.14% |
$35.6K - $36.5K
|
1.02M
$25.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 0.82% |
$35K - $35.9K
|
177K
$4.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.42K+ 2.69% |
$34.4K - $35.2K
|
54.1K
$1.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.4K+ 1.28% |
$33.9K - $34.8K
|
111K
$2.78M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.16K+ 51.56% |
$28.2K - $28.9K
|
3.41K
$85.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.16K+ 14.09% |
$28.2K - $28.9K
|
9.4K
$236K
|
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.13K+ 1.23% |
$27.5K - $28.1K
|
93.1K
$2.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.06K+ 4.73% |
$25.8K - $26.4K
|
23.5K
$590K
|
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1K+ 0.41% |
$24.3K - $24.9K
|
244K
$6.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
950New |
$23.1K - $23.7K
|
950
$23.9K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
835New |
$20.3K - $20.8K
|
835
$21K
|
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
800+ 8.12% |
$19.4K - $19.9K
|
10.7K
$268K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
691+ 0.89% |
$16.8K - $17.2K
|
78.1K
$1.96M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
550+ 0.46% |
$13.4K - $13.7K
|
119K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300New |
$7.29K - $7.47K
|
300
$7.55K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
300+ 0.13% |
$7.29K - $7.47K
|
228K
$5.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
291+ 0.01% |
$7.07K - $7.25K
|
3.28M
$82.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
274+ 1.8% |
$6.66K - $6.82K
|
15.5K
$391K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
272New |
$6.61K - $6.77K
|
272
$6.84K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
221New |
$5.37K - $5.5K
|
221
$5.56K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
180+ 0.12% |
$4.37K - $4.48K
|
150K
$3.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
177New |
$4.3K - $4.41K
|
177
$4.45K
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
162+ 0.49% |
$3.94K - $4.03K
|
33K
$830K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
151+ 1.7% |
$3.67K - $3.76K
|
9.04K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
107+ 3.81% |
$2.6K - $2.66K
|
2.92K
$73.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
106+ 0.03% |
$2.58K - $2.64K
|
395K
$9.92M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
100+ 0.01% |
$2.43K - $2.49K
|
1.24M
$31.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
44+ 0.28% |
$1.07K - $1.1K
|
15.7K
$395K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 0.3% |
$608 - $623
|
8.39K
$211K
|