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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
536+ 0.44% |
$13.9K - $14.1K
|
123K
$3.1M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
400New |
$10.4K - $10.5K
|
400
$10K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
335+ 25.4% |
$8.67K - $8.8K
|
1.65K
$41.5K
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
212+ 0.81% |
$5.49K - $5.57K
|
26.4K
$663K
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
190New |
$4.92K - $4.99K
|
190
$4.77K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
135New |
$3.5K - $3.55K
|
135
$3.39K
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
52+ 0.56% |
$1.35K - $1.37K
|
9.28K
$233K
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
51+ 0.33% |
$1.32K - $1.34K
|
15.6K
$392K
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
50+ 0.23% |
$1.29K - $1.31K
|
21.5K
$541K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25+ 3.09% |
$647 - $657
|
835
$21K
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
14+ 0.09% |
$362 - $368
|
16.2K
$407K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12+ 0.59% |
$311 - $315
|
2.06K
$51.6K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2+ 1.53% |
$51.8 - $52.6
|
133
$3.34K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$25.9 - $26.3
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33Closed |
$854 - $867
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-147- 0.05% |
$3.81K - $3.86K
|
315K
$7.91M
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-167Closed |
$4.32K - $4.39K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-210- 0.57% |
$5.44K - $5.52K
|
36.4K
$913K
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-322Closed |
$8.34K - $8.46K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-361- 58.13% |
$9.35K - $9.49K
|
260
$6.53K
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-420- 1.09% |
$10.9K - $11K
|
38.2K
$960K
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-428- 1.47% |
$11.1K - $11.2K
|
28.7K
$721K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-457- 0.28% |
$11.8K - $12K
|
164K
$4.12M
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-638- 0.96% |
$16.5K - $16.8K
|
65.8K
$1.65M
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-921- 0.24% |
$23.8K - $24.2K
|
388K
$9.75M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.61K- 11.22% |
$41.8K - $42.4K
|
12.8K
$321K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.68K- 6.87% |
$43.5K - $44.2K
|
22.8K
$572K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.06K- 2.57% |
$53.4K - $54.2K
|
78.3K
$1.97M
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.09K- 5.64% |
$54.1K - $54.9K
|
35K
$878K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.15K- 4.09% |
$55.7K - $56.6K
|
50.5K
$1.27M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 21.42% |
$64.8K - $65.7K
|
9.17K
$230K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.63K- 6.08% |
$68.2K - $69.2K
|
40.7K
$1.02M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-2.76K- 13.82% |
$71.5K - $72.6K
|
17.2K
$432K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.88K- 72.0% |
$74.6K - $75.8K
|
1.12K
$28.2K
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.44K- 17.81% |
$89.1K - $90.4K
|
15.9K
$399K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.54K- 2.3% |
$91.7K - $93.1K
|
150K
$3.77M
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.85K- 3.18% |
$99.6K - $101K
|
117K
$2.94M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.26K- 6.26% |
$136K - $138K
|
78.8K
$1.98M
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-5.48K- 29.75% |
$142K - $144K
|
12.9K
$325K
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-6.41K- 16.87% |
$166K - $169K
|
31.6K
$794K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.32K- 19.83% |
$190K - $192K
|
29.6K
$744K
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.2KClosed |
$212K - $216K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-8.29KClosed |
$215K - $218K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.69KClosed |
$225K - $228K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-9.88KClosed |
$256K - $260K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.7K- 5.38% |
$278K - $282K
|
189K
$4.74M
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-10.9KClosed |
$282K - $286K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11K- 16.11% |
$285K - $289K
|
57.3K
$1.44M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3K- 2.6% |
$293K - $297K
|
423K
$10.6M
|