Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.38M+ 27.43% |
$35.9M - $36.4M
|
6.43M
$162M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
985KNew |
$25.5M - $25.9M
|
985K
$24.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
464KNew |
$12M - $12.2M
|
464K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
327K+ 120.5% |
$8.48M - $8.61M
|
599K
$15.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
303K+ 120.0% |
$7.86M - $7.97M
|
556K
$14M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
254K+ 6.8% |
$6.58M - $6.68M
|
3.99M
$100M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
201K+ 23.58% |
$5.2M - $5.28M
|
1.05M
$26.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
172K+ 21.14% |
$4.45M - $4.52M
|
985K
$24.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
141KNew |
$3.64M - $3.7M
|
141K
$3.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
116K+ 49.05% |
$3.01M - $3.05M
|
353K
$8.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
108K+ 7.85% |
$2.81M - $2.85M
|
1.49M
$37.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75K+ 7.2% |
$1.94M - $1.97M
|
1.12M
$28.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
73.6KNew |
$1.9M - $1.93M
|
73.6K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71.7K+ 7.0% |
$1.86M - $1.88M
|
1.1M
$27.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
70.7K+ 30.37% |
$1.83M - $1.86M
|
304K
$7.64M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
70.4K+ 4.63% |
$1.82M - $1.85M
|
1.59M
$40.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.2K+ 179.78% |
$1.82M - $1.85M
|
109K
$2.75M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
53.1K+ 5.55% |
$1.37M - $1.4M
|
1.01M
$25.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
46.3K+ 172.47% |
$1.2M - $1.22M
|
73.1K
$1.84M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.1K+ 38.1% |
$1.17M - $1.18M
|
163K
$4.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
43.9K+ 4.85% |
$1.14M - $1.15M
|
948K
$23.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
34.5K+ 17.61% |
$894K - $907K
|
231K
$5.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
30K+ 16.85% |
$776K - $788K
|
208K
$5.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
27.8K+ 1.48% |
$719K - $730K
|
1.9M
$47.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
26.9K+ 15.59% |
$698K - $708K
|
200K
$5.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.8K+ 7.54% |
$695K - $705K
|
383K
$9.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
26.6K+ 8.48% |
$689K - $699K
|
340K
$8.56M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
24.2KNew |
$627K - $636K
|
24.2K
$609K
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
22.8KNew |
$591K - $600K
|
22.8K
$574K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
22.5K+ 9.37% |
$583K - $592K
|
263K
$6.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
22.2K+ 29.73% |
$574K - $583K
|
96.7K
$2.43M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
21.4K+ 1.11% |
$554K - $562K
|
1.95M
$49M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.1K+ 9.33% |
$546K - $554K
|
247K
$6.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
20.8KNew |
$538K - $546K
|
20.8K
$523K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
20.8K+ 200.0% |
$537K - $545K
|
31.1K
$783K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.2KNew |
$497K - $504K
|
19.2K
$482K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18.6KNew |
$481K - $489K
|
18.6K
$468K
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
17.5K+ 23.17% |
$454K - $461K
|
93.2K
$2.34M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
17.3KNew |
$447K - $453K
|
17.3K
$434K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 19.88% |
$438K - $445K
|
102K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.7K+ 11.32% |
$432K - $439K
|
164K
$4.13M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
16.6K+ 5.61% |
$430K - $436K
|
313K
$7.86M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16KNew |
$414K - $420K
|
16K
$402K
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
14.9KNew |
$386K - $392K
|
14.9K
$375K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
14.5K+ 7.75% |
$374K - $380K
|
201K
$5.05M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14.1K+ 30.32% |
$365K - $371K
|
60.6K
$1.52M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
14.1K+ 7.83% |
$364K - $370K
|
194K
$4.88M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.1K+ 56.42% |
$364K - $369K
|
39K
$980K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
13.6K+ 66.71% |
$353K - $359K
|
34.1K
$858K
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
13.2KNew |
$342K - $348K
|
13.2K
$333K
|