Purchases and Sales Made in Q3 2023 in Ishares Ibonds Dec 2024 Term C (IBDP)

IBDP Quotes by TradingView

This table provides information about the institutional ownership of Ishares Ibonds Dec 2024 Term C (IBDP) during Q3 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
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
9.61K
+ 19.02%
$236K - $238K
60.2K $1.51M
Nov 13, 2023 Q3 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
9.5K
New
$233K - $235K
9.5K $239K
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
9.5K
New
$233K - $235K
9.5K $239K
Nov 06, 2023 Q3 2023
Wrapmanager Inc

BUY
 -
8.96K
+ 9.68%
$220K - $222K
101K $2.55M
Oct 23, 2023 Q3 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
8.62K
+ 3.38%
$211K - $213K
264K $6.64M
Oct 19, 2023 Q3 2023
Northstar Group, Inc.

BUY
 -
8.54K
+ 4.03%
$210K - $211K
220K $5.54M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
8.36K
New
$205K - $207K
8.36K $210K
Nov 03, 2023 Q3 2023
Hamel Associates, Inc.

BUY
 -
7.6K
+ 2.75%
$186K - $188K
284K $7.14M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
7.33K
+ 2.52%
$180K - $181K
298K $7.5M
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
6.74K
+ 3.24%
$165K - $167K
215K $5.4M
Nov 03, 2023 Q3 2023
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
BUY
 -
6.38K
+ 4.97%
$156K - $158K
135K $3.39M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
6.21K
New
$152K - $154K
6.21K $156K
Jan 08, 2025 Q3 2023
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
6.1K
+ 2.63%
$150K - $151K
238K $5.99M
Oct 26, 2023 Q3 2023
Duncker Streett & CO Inc

BUY
 -
6.09K
New
$149K - $151K
6.09K $153K
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
5.93K
+ 6.71%
$145K - $147K
94.2K $2.37M
Nov 13, 2023 Q3 2023
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
5.68K
+ 11.47%
$139K - $140K
55.2K $1.39M
Nov 09, 2023 Q3 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
5.51K
+ 4.08%
$135K - $136K
141K $3.53M
Nov 01, 2023 Q3 2023
Horan Securities, Inc.

BUY
 -
5.45K
+ 17.75%
$134K - $135K
36.1K $909K
Oct 31, 2023 Q3 2023
Wolf Group Capital Advisors

BUY
 -
5.44K
+ 3.48%
$133K - $134K
162K $4.06M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
5.43K
+ 3.15%
$133K - $134K
178K $4.47M
Oct 25, 2023 Q3 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
4.84K
+ 10.92%
$119K - $120K
49.1K $1.24M
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
4.05K
+ 7.7%
$99.3K - $100K
56.6K $1.42M
Oct 16, 2023 Q3 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
3.94K
+ 1.65%
$96.7K - $97.6K
242K $6.1M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
3.67K
+ 22.47%
$90K - $90.7K
20K $503K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
3.21K
+ 23.64%
$78.8K - $79.5K
16.8K $423K
Oct 31, 2023 Q3 2023
Lyell Wealth Management, LP

BUY
 -
3.12K
+ 1.07%
$76.6K - $77.3K
294K $7.4M
Oct 19, 2023 Q3 2023
Ogorek Anthony Joseph

BUY
 -
2.99K
+ 1.8%
$73.2K - $73.8K
169K $4.24M
Oct 24, 2023 Q3 2023
4 J Wealth Management LLC

BUY
 -
2.68K
+ 5.67%
$65.6K - $66.2K
49.8K $1.25M
Oct 17, 2023 Q3 2023
Riverview Trust CO

BUY
 -
2.66K
New
$65.3K - $65.8K
2.66K $66.9K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
2.54K
New
$62.2K - $62.8K
2.54K $63.8K
Nov 07, 2023 Q3 2023
J. L. Bainbridge & Co., Inc.

BUY
 -
2.48K
+ 23.93%
$60.9K - $61.4K
12.8K $323K
Oct 24, 2023 Q3 2023
Ironwood Financial, LLC

BUY
 -
2.46K
+ 4.4%
$60.2K - $60.8K
58.3K $1.47M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
2.33K
+ 1.9%
$57.1K - $57.6K
125K $3.14M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.28K
+ 6.57%
$55.9K - $56.4K
36.9K $929K
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
2.23K
+ 7.9%
$54.7K - $55.1K
30.4K $766K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
2.22K
+ 11.88%
$54.5K - $54.9K
20.9K $526K
Nov 13, 2024 Q3 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
1.79K
+ 3.18%
$43.9K - $44.3K
58K $1.46M
Nov 13, 2023 Q3 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
1.79K
+ 3.18%
$43.9K - $44.3K
58K $1.46M
Oct 24, 2023 Q3 2023
Segment Wealth Management, LLC

BUY
 -
1.76K
+ 5.58%
$43.2K - $43.5K
33.3K $837K
Oct 31, 2023 Q3 2023
Foundation Wealth Management, LLC

Clayton, MO
BUY
 -
1.65K
+ 1.64%
$40.6K - $40.9K
103K $2.58M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
1.62K
+ 6.13%
$39.7K - $40.1K
28K $705K
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
1.58K
+ 4.61%
$38.6K - $39K
35.7K $899K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
1.56K
New
$38.2K - $38.5K
1.56K $39.2K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1.37K
+ 2.12%
$33.7K - $34K
66.1K $1.66M
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
1.36K
+ 193.57%
$33.2K - $33.5K
2.06K $51.7K
Nov 08, 2023 Q3 2023
Blue Square Asset Management, LLC

New York, NY
BUY
 -
1.31K
+ 3.62%
$32.2K - $32.5K
37.6K $946K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
1.31K
New
$32.1K - $32.3K
1.31K $32.9K
Nov 06, 2023 Q3 2023
Ifrah Financial Services, Inc.

BUY
 -
1.24K
+ 0.97%
$30.3K - $30.6K
129K $3.23M
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
1.17K
New
$28.7K - $29K
1.17K $29.5K

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