Purchases and Sales Made in Q3 2023 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 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.07K+ 12.11% |
$26.3K - $26.5K
|
9.92K
$249K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.02K+ 2.16% |
$25K - $25.3K
|
48.3K
$1.21M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
980+ 5.06% |
$24K - $24.2K
|
20.4K
$511K
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
872+ 9.23% |
$21.4K - $21.6K
|
10.3K
$259K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
844+ 1.25% |
$20.7K - $20.9K
|
68.4K
$1.72M
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
746+ 0.39% |
$18.3K - $18.5K
|
190K
$4.77M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
731+ 0.82% |
$17.9K - $18.1K
|
90K
$2.26M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
731+ 0.82% |
$17.9K - $18.1K
|
90K
$2.26M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
700+ 15.82% |
$17.2K - $17.3K
|
5.13K
$129K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
700+ 15.82% |
$17.2K - $17.3K
|
5.13K
$129K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
647New |
$15.9K - $16K
|
647
$16.3K
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
455+ 0.78% |
$11.2K - $11.3K
|
58.6K
$1.47M
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
450New |
$11K - $11.1K
|
450
$11.3K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
421+ 4.35% |
$10.3K - $10.4K
|
10.1K
$254K
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
413+ 1.93% |
$10.1K - $10.2K
|
21.8K
$547K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
413New |
$10.1K - $10.2K
|
413
$10.4K
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
400+ 3.16% |
$9.81K - $9.9K
|
13.1K
$328K
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
398+ 0.11% |
$9.76K - $9.85K
|
350K
$8.78M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
330+ 6.84% |
$8.09K - $8.16K
|
5.16K
$129K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
328+ 1.17% |
$8.05K - $8.11K
|
28.4K
$713K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
317New |
$7.78K - $7.84K
|
317
$7.96K
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
317+ 0.76% |
$7.78K - $7.84K
|
42K
$1.06M
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
257+ 0.76% |
$6.3K - $6.36K
|
33.9K
$852K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250+ 2.38% |
$6.13K - $6.19K
|
10.8K
$270K
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
233+ 11.48% |
$5.72K - $5.76K
|
2.26K
$56.8K
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
217+ 2.56% |
$5.32K - $5.37K
|
8.71K
$219K
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
215+ 0.7% |
$5.27K - $5.32K
|
31K
$779K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200New |
$4.91K - $4.95K
|
200
$5.02K
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
121+ 0.76% |
$2.97K - $2.99K
|
16K
$402K
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
120+ 0.35% |
$2.94K - $2.97K
|
34.4K
$864K
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
105+ 0.12% |
$2.58K - $2.6K
|
89.7K
$2.25M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
85+ 0.47% |
$2.09K - $2.1K
|
18.2K
$457K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
74+ 0.18% |
$1.82K - $1.83K
|
40.2K
$1.01M
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
62+ 0.61% |
$1.52K - $1.53K
|
10.3K
$258K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
61+ 0.53% |
$1.5K - $1.51K
|
11.5K
$289K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
47+ 0.31% |
$1.15K - $1.16K
|
15.2K
$381K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28+ 0.6% |
$687 - $693
|
4.69K
$118K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20+ 0.69% |
$491 - $495
|
2.91K
$73K
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
17+ 0.06% |
$417 - $421
|
29.3K
$737K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
17+ 212.5% |
$417 - $421
|
25
$628
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 0.75% |
$392 - $396
|
2.14K
$53.7K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
5+ 0.01% |
$123 - $124
|
43.9K
$1.1M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.76% |
$24.5 - $24.7
|
133
$3.34K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-10- 0.2% |
$245 - $247
|
4.87K
$122K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-66- 0.06% |
$1.62K - $1.63K
|
117K
$2.95M
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-258- 0.44% |
$6.33K - $6.38K
|
58K
$1.46M
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-393- 1.06% |
$9.64K - $9.72K
|
36.6K
$920K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-445- 4.11% |
$10.9K - $11K
|
10.4K
$261K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-516- 63.47% |
$12.7K - $12.8K
|
297
$7.46K
|