Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
55.8KNew |
$1.37M - $1.39M
|
55.8K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
54.8K+ 90.92% |
$1.35M - $1.37M
|
115K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.6K+ 3.96% |
$1.32M - $1.34M
|
1.41M
$35.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
52.7KNew |
$1.3M - $1.31M
|
52.7K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52.7K+ 12.56% |
$1.3M - $1.31M
|
472K
$11.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51K+ 20.47% |
$1.26M - $1.27M
|
300K
$7.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50.6K+ 980.87% |
$1.25M - $1.26M
|
55.8K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49.5KNew |
$1.22M - $1.23M
|
49.5K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
47.7K+ 136.19% |
$1.18M - $1.19M
|
82.7K
$2.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
44.7KNew |
$1.1M - $1.11M
|
44.7K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
41.1K+ 116.19% |
$1.01M - $1.02M
|
76.4K
$1.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.5K+ 2.3% |
$1M - $1.01M
|
1.8M
$45.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
39.1KNew |
$965K - $975K
|
39.1K
$983K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
37K+ 3.77% |
$911K - $921K
|
1.02M
$25.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36KNew |
$888K - $897K
|
36K
$904K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
35.2K+ 8.32% |
$867K - $876K
|
458K
$11.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
34.4K+ 78.43% |
$849K - $857K
|
78.3K
$1.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
34K+ 6.06% |
$839K - $847K
|
595K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
33.5KNew |
$827K - $835K
|
33.5K
$842K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
33.5K+ 19.88% |
$825K - $834K
|
202K
$5.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
33.2K+ 7.24% |
$818K - $826K
|
491K
$12.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
32.8K+ 150.85% |
$810K - $818K
|
54.6K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
32.1KNew |
$793K - $801K
|
32.1K
$808K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
31.4KNew |
$775K - $783K
|
31.4K
$790K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
31.3K+ 14.2% |
$771K - $779K
|
252K
$6.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.4K+ 2.04% |
$750K - $757K
|
1.52M
$38.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
30.1K+ 6.98% |
$741K - $749K
|
460K
$11.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.1K+ 23.38% |
$692K - $699K
|
148K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.3K+ 39.8% |
$673K - $680K
|
95.9K
$2.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
27.1KNew |
$667K - $674K
|
27.1K
$680K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
25.1K+ 48.24% |
$618K - $625K
|
77.1K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24K+ 2.0% |
$591K - $597K
|
1.22M
$30.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
23.3K+ 25.84% |
$574K - $580K
|
113K
$2.85M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
23.3K+ 25.84% |
$574K - $580K
|
113K
$2.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
22.7K+ 9.35% |
$559K - $565K
|
265K
$6.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3K+ 3.56% |
$549K - $555K
|
647K
$16.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22.1K+ 65.49% |
$546K - $552K
|
56K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.2KNew |
$523K - $529K
|
21.2K
$533K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
21.2K+ 68.28% |
$522K - $528K
|
52.2K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
21KNew |
$517K - $523K
|
21K
$527K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
19.1K+ 57.4% |
$471K - $476K
|
52.4K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
19K+ 68.42% |
$469K - $474K
|
46.8K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.2K+ 1289.66% |
$449K - $454K
|
19.6K
$493K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.1K+ 6.76% |
$447K - $452K
|
287K
$7.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.1K+ 5.04% |
$445K - $450K
|
376K
$9.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.5KNew |
$432K - $437K
|
17.5K
$440K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
16.9KNew |
$416K - $421K
|
16.9K
$424K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.3KNew |
$401K - $405K
|
16.3K
$408K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.1K+ 2.94% |
$397K - $401K
|
563K
$14.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
15.8K+ 40.36% |
$390K - $394K
|
55K
$1.38M
|