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 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
12.4K+ 24.45% |
$322K - $326K
|
63.2K
$1.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
12K+ 5.08% |
$310K - $315K
|
248K
$6.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6K+ 1.32% |
$301K - $305K
|
892K
$22.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
11.4KNew |
$295K - $300K
|
11.4K
$287K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
10.2KNew |
$263K - $267K
|
10.2K
$255K
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.99K+ 6.53% |
$259K - $263K
|
163K
$4.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.88K+ 15.07% |
$256K - $260K
|
75.4K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.63K+ 31.16% |
$249K - $253K
|
40.5K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
9.37K+ 4.9% |
$243K - $246K
|
201K
$5.04M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.9KNew |
$230K - $234K
|
8.9K
$224K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
8.35KNew |
$216K - $219K
|
8.35K
$210K
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.32KNew |
$215K - $219K
|
8.32K
$209K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8.25KNew |
$214K - $217K
|
8.25K
$207K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
8.04KNew |
$208K - $211K
|
8.04K
$202K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7.9KNew |
$205K - $208K
|
7.9K
$199K
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.9KNew |
$205K - $208K
|
7.9K
$198K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
7.77KNew |
$201K - $204K
|
7.77K
$195K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.54K+ 1.96% |
$195K - $198K
|
392K
$9.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
7.45K+ 1.2% |
$193K - $196K
|
631K
$15.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7K+ 251.02% |
$181K - $184K
|
9.79K
$246K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
6.86K+ 22.6% |
$178K - $180K
|
37.2K
$935K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.68K+ 10.66% |
$173K - $176K
|
69.4K
$1.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.93K+ 2.56% |
$154K - $156K
|
238K
$5.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
5.5K+ 2.48% |
$142K - $145K
|
227K
$5.71M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.76K+ 31.18% |
$123K - $125K
|
20K
$503K
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.93KNew |
$102K - $103K
|
3.93K
$98.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.55K+ 7.07% |
$92K - $93.4K
|
53.8K
$1.35M
|
|
|
Jan 14, 2022
Q4 2021
|
Strid Group, LLC
|
BUY
|
- |
3.55K+ 2.5% |
$91.9K - $93.3K
|
145K
$3.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
3.09K+ 10.22% |
$80.1K - $81.3K
|
33.4K
$838K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.06K+ 28.99% |
$79.2K - $80.4K
|
13.6K
$342K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.96K+ 3.97% |
$76.6K - $77.8K
|
77.5K
$1.95M
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
BUY
|
- |
2.75K+ 20.21% |
$71.1K - $72.2K
|
16.3K
$410K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.73K+ 14.66% |
$70.6K - $71.7K
|
21.3K
$536K
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
2.54K+ 3.54% |
$65.8K - $66.8K
|
74.3K
$1.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
2.2K+ 1.89% |
$57K - $57.9K
|
119K
$2.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07K+ 2.9% |
$53.5K - $54.3K
|
73.4K
$1.84M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
2.06KNew |
$53.2K - $54K
|
2.06K
$51.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.92K+ 8.67% |
$49.7K - $50.5K
|
24.1K
$605K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.84K+ 10.74% |
$47.7K - $48.4K
|
19K
$477K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.62KNew |
$41.8K - $42.4K
|
1.62K
$40.6K
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.53K+ 15.6% |
$39.7K - $40.3K
|
11.4K
$285K
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.5K+ 3.5% |
$38.8K - $39.4K
|
44.3K
$1.11M
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.5K+ 2.73% |
$38.7K - $39.3K
|
56.2K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.39K+ 5.65% |
$36K - $36.6K
|
26K
$654K
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.24K+ 6.14% |
$32.2K - $32.6K
|
21.5K
$539K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.06K+ 3.24% |
$27.4K - $27.9K
|
33.8K
$849K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
841+ 1.55% |
$21.8K - $22.1K
|
55.2K
$1.39M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
800+ 1.66% |
$20.7K - $21K
|
49K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
784+ 10.85% |
$20.3K - $20.6K
|
8.01K
$201K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
756+ 1.01% |
$19.6K - $19.9K
|
75.3K
$1.89M
|