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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-466- 0.21% |
$11.3K - $11.4K
|
223K
$5.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-525- 17.05% |
$12.7K - $12.9K
|
2.55K
$64.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-530- 1.22% |
$12.8K - $13K
|
42.9K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-725- 7.9% |
$17.5K - $17.8K
|
8.45K
$212K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-972- 2.71% |
$23.5K - $23.8K
|
34.9K
$878K
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.05K- 4.64% |
$25.4K - $25.7K
|
21.6K
$542K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.24K- 1.12% |
$30K - $30.4K
|
109K
$2.75M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-1.25K- 12.07% |
$30.2K - $30.6K
|
9.11K
$229K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-1.31K- 4.28% |
$31.6K - $32K
|
29.3K
$736K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.35K- 4.95% |
$32.7K - $33.1K
|
26K
$652K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.51K- 13.99% |
$36.5K - $37K
|
9.29K
$233K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.57K- 7.91% |
$37.9K - $38.4K
|
18.2K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.62K- 4.4% |
$39.2K - $39.7K
|
35.2K
$885K
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.69K- 8.08% |
$40.8K - $41.3K
|
19.2K
$482K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.8K- 4.72% |
$43.5K - $44.1K
|
36.3K
$912K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.8K- 4.64% |
$43.5K - $44.1K
|
37K
$929K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.5K- 19.05% |
$60.5K - $61.3K
|
10.6K
$267K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-3.83K- 9.97% |
$92.5K - $93.8K
|
34.6K
$869K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.35K- 6.9% |
$105K - $107K
|
58.8K
$1.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.6K- 1.58% |
$111K - $113K
|
287K
$7.2M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.78K- 34.78% |
$115K - $117K
|
8.95K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-5K- 2.05% |
$121K - $123K
|
239K
$6.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5.55K- 6.52% |
$134K - $136K
|
79.6K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.88K- 0.52% |
$142K - $144K
|
1.13M
$28.5M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.95K- 3.51% |
$144K - $146K
|
163K
$4.11M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-6.45K- 26.46% |
$156K - $158K
|
17.9K
$450K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.69K- 1.32% |
$162K - $164K
|
502K
$12.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7.56K- 1.7% |
$183K - $185K
|
438K
$11M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-7.72K- 8.7% |
$187K - $189K
|
81K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.58K- 39.77% |
$231K - $235K
|
14.5K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-9.72K- 0.97% |
$235K - $238K
|
990K
$24.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-10K- 10.0% |
$242K - $245K
|
90K
$2.26M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-10K- 10.0% |
$242K - $245K
|
90K
$2.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-10.6K- 0.97% |
$256K - $259K
|
1.08M
$27.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-10.7K- 35.01% |
$258K - $261K
|
19.8K
$497K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 12.92% |
$322K - $326K
|
89.8K
$2.26M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.3K- 25.12% |
$322K - $327K
|
39.7K
$998K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-13.7K- 12.41% |
$332K - $336K
|
96.9K
$2.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-14.1K- 4.25% |
$341K - $346K
|
318K
$7.99M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.4K- 7.09% |
$373K - $378K
|
202K
$5.08M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-18K- 51.2% |
$436K - $442K
|
17.2K
$432K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-28.3K- 32.67% |
$683K - $693K
|
58.2K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-29.8K- 12.58% |
$721K - $730K
|
207K
$5.21M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-39.6K- 24.59% |
$958K - $971K
|
122K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-43.2K- 36.17% |
$1.04M - $1.06M
|
76.2K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-45.9K- 21.4% |
$1.11M - $1.13M
|
169K
$4.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-58.7K- 61.22% |
$1.42M - $1.44M
|
37.2K
$934K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-59.8K- 8.84% |
$1.45M - $1.47M
|
617K
$15.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-60.6K- 5.16% |
$1.47M - $1.49M
|
1.12M
$28M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-60.9K- 29.75% |
$1.47M - $1.49M
|
144K
$3.61M
|