Purchases and Sales Made in Q4 2022 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 2022. 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 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.6K+ 4.53% |
$1.37M - $1.39M
|
1.31M
$32.8M
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
54.8K+ 68.11% |
$1.32M - $1.34M
|
135K
$3.4M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.5K+ 1.63% |
$1.29M - $1.31M
|
3.34M
$83.8M
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
53.4KNew |
$1.29M - $1.31M
|
53.4K
$1.34M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52.2K+ 143.89% |
$1.26M - $1.28M
|
88.5K
$2.22M
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
50.9KNew |
$1.23M - $1.25M
|
50.9K
$1.28M
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
48K+ 61.53% |
$1.16M - $1.18M
|
126K
$3.17M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
47.3K+ 10.56% |
$1.14M - $1.16M
|
495K
$12.4M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
46.6KNew |
$1.13M - $1.14M
|
46.6K
$1.17M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42.8K+ 56.33% |
$1.03M - $1.05M
|
119K
$2.98M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
41.6K+ 36.17% |
$1.01M - $1.02M
|
157K
$3.94M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
41.2KNew |
$996K - $1.01M
|
41.2K
$1.04M
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
38.8K+ 51.06% |
$938K - $951K
|
115K
$2.88M
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
37.4KNew |
$905K - $917K
|
37.4K
$941K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
37KNew |
$894K - $907K
|
37K
$929K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
34.9K+ 9.25% |
$844K - $855K
|
412K
$10.4M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34.3K+ 179.45% |
$829K - $841K
|
53.4K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
33.9K+ 18.95% |
$820K - $832K
|
213K
$5.35M
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
33.8KNew |
$817K - $828K
|
33.8K
$849K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33.7K+ 252.02% |
$814K - $825K
|
47K
$1.18M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.5K+ 43.55% |
$811K - $822K
|
111K
$2.78M
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
33.4KNew |
$807K - $818K
|
33.4K
$838K
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
32K+ 12.26% |
$775K - $785K
|
293K
$7.37M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.9K+ 33.16% |
$771K - $782K
|
128K
$3.22M
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
31.9KNew |
$770K - $781K
|
31.9K
$801K
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
31.6KNew |
$764K - $774K
|
31.6K
$794K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
29.1K+ 19.47% |
$704K - $714K
|
179K
$4.49M
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
28.4K+ 30.53% |
$687K - $696K
|
122K
$3.05M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28.4K+ 101.14% |
$686K - $695K
|
56.4K
$1.42M
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
27.3K+ 4.59% |
$660K - $669K
|
623K
$15.6M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.6KNew |
$642K - $650K
|
26.6K
$667K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
26.6KNew |
$642K - $650K
|
26.6K
$667K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.5K+ 90.79% |
$640K - $649K
|
55.7K
$1.4M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
25.5KNew |
$617K - $625K
|
25.5K
$641K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
25.1KNew |
$606K - $614K
|
25.1K
$630K
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
25.1KNew |
$606K - $614K
|
25.1K
$630K
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
24KNew |
$579K - $587K
|
24K
$602K
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
23.2K+ 8.24% |
$561K - $569K
|
305K
$7.66M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
23K+ 84.01% |
$556K - $564K
|
50.4K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.8K+ 143.88% |
$551K - $559K
|
38.7K
$971K
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22.3KNew |
$538K - $546K
|
22.3K
$560K
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
21.5KNew |
$519K - $526K
|
21.5K
$539K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.3KNew |
$491K - $497K
|
20.3K
$510K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
19.8K+ 8.91% |
$480K - $486K
|
243K
$6.09M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19.6KNew |
$475K - $481K
|
19.6K
$493K
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
19.2KNew |
$463K - $469K
|
19.2K
$481K
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
18.9KNew |
$457K - $464K
|
18.9K
$475K
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
17.9KNew |
$432K - $438K
|
17.9K
$449K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16.3K+ 1.88% |
$394K - $399K
|
884K
$22.2M
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
16.2K+ 124.09% |
$392K - $398K
|
29.3K
$736K
|