Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
163+ 1.14% |
$4.08K - $4.11K
|
14.5K
$365K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
137+ 1.34% |
$3.43K - $3.45K
|
10.4K
$260K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
118+ 1.13% |
$2.95K - $2.97K
|
10.6K
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
113+ 0.28% |
$2.83K - $2.85K
|
40.8K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
96+ 0.91% |
$2.4K - $2.42K
|
10.6K
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
79+ 0.4% |
$1.98K - $1.99K
|
19.7K
$495K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
69+ 0.23% |
$1.73K - $1.74K
|
30.5K
$767K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
69+ 0.86% |
$1.73K - $1.74K
|
8.1K
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
62+ 0.7% |
$1.55K - $1.56K
|
8.92K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
62+ 0.32% |
$1.55K - $1.56K
|
19.6K
$493K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
61+ 0.3% |
$1.53K - $1.54K
|
20.3K
$510K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
55+ 0.59% |
$1.38K - $1.39K
|
9.43K
$237K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
41+ 0.08% |
$1.03K - $1.03K
|
54.6K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26+ 1.15% |
$651 - $655
|
2.29K
$57.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25+ 1.14% |
$626 - $630
|
2.22K
$55.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24+ 0.15% |
$601 - $605
|
15.7K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
24+ 600.0% |
$601 - $605
|
28
$704
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
22+ 0.05% |
$551 - $555
|
45.4K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.07% |
$175 - $176
|
10.2K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 1.35% |
$150 - $151
|
451
$11.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-152- 12.2% |
$3.81K - $3.83K
|
1.09K
$27.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-186- 0.36% |
$4.66K - $4.69K
|
51.5K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-201- 0.69% |
$5.03K - $5.07K
|
29K
$730K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-238- 0.55% |
$5.96K - $6K
|
43K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-291- 0.06% |
$7.29K - $7.34K
|
492K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-319- 0.41% |
$7.99K - $8.04K
|
77.2K
$1.94M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-400- 2.87% |
$10K - $10.1K
|
13.5K
$340K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-428- 0.46% |
$10.7K - $10.8K
|
91.7K
$2.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-511- 7.1% |
$12.8K - $12.9K
|
6.69K
$168K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-590- 0.38% |
$14.8K - $14.9K
|
153K
$3.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-641- 0.48% |
$16.1K - $16.2K
|
133K
$3.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-654- 3.77% |
$16.4K - $16.5K
|
16.7K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-740- 2.18% |
$18.5K - $18.7K
|
33.3K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-764- 3.85% |
$19.1K - $19.3K
|
19.1K
$480K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-784- 6.54% |
$19.6K - $19.8K
|
11.2K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-795- 4.93% |
$19.9K - $20K
|
15.3K
$385K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-795- 4.79% |
$19.9K - $20K
|
15.8K
$397K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-800- 2.45% |
$20K - $20.2K
|
31.8K
$800K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-800- 50.0% |
$20K - $20.2K
|
800
$20.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-822- 1.73% |
$20.6K - $20.7K
|
46.6K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-840- 15.41% |
$21K - $21.2K
|
4.61K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-859- 18.41% |
$21.5K - $21.7K
|
3.81K
$95.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-900- 6.38% |
$22.5K - $22.7K
|
13.2K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-980- 1.33% |
$24.5K - $24.7K
|
72.7K
$1.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.1K- 12.93% |
$27.5K - $27.7K
|
7.41K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.12K- 1.34% |
$28K - $28.2K
|
82.1K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.2K- 8.22% |
$30K - $30.3K
|
13.4K
$337K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.28K- 1.9% |
$32K - $32.2K
|
65.8K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.33K- 1.45% |
$33.4K - $33.6K
|
90.6K
$2.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.35K- 1.82% |
$33.9K - $34.1K
|
73K
$1.84M
|