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 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.62K+ 29.87% |
$139K - $140K
|
24.4K
$615K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
5.48K+ 16.56% |
$135K - $136K
|
38.5K
$969K
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
5.26K+ 24.74% |
$130K - $131K
|
26.5K
$667K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.25KNew |
$129K - $131K
|
5.25K
$132K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.2K+ 7.15% |
$128K - $130K
|
78K
$1.96M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.05K+ 16.58% |
$124K - $126K
|
35.5K
$892K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
5K+ 29.25% |
$123K - $125K
|
22.1K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
5K+ 11.17% |
$123K - $125K
|
49.8K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5K+ 1.99% |
$123K - $125K
|
256K
$6.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.97K+ 12.66% |
$123K - $124K
|
44.2K
$1.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
4.93K+ 1.61% |
$121K - $123K
|
311K
$7.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.92K+ 49.94% |
$121K - $123K
|
14.8K
$372K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
4.91K+ 216.75% |
$121K - $122K
|
7.17K
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.84KNew |
$119K - $121K
|
4.84K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.75KNew |
$117K - $118K
|
4.75K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.64K+ 55.48% |
$114K - $115K
|
13K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
4.54K+ 2.69% |
$112K - $113K
|
173K
$4.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.39K+ 839.96% |
$108K - $109K
|
4.92K
$124K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.25K+ 50.99% |
$105K - $106K
|
12.6K
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
4.07K+ 0.68% |
$100K - $101K
|
603K
$15.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.07K+ 25.74% |
$100K - $101K
|
19.9K
$500K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
4.04K+ 21.14% |
$99.6K - $101K
|
23.2K
$582K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.33KNew |
$82.2K - $83K
|
3.33K
$83.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
3.3K+ 1.16% |
$81.4K - $82.2K
|
287K
$7.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.27K+ 0.18% |
$80.5K - $81.4K
|
1.81M
$45.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.15K+ 6.51% |
$77.6K - $78.4K
|
51.5K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3K+ 3.8% |
$74K - $74.7K
|
82K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.75K+ 0.24% |
$67.8K - $68.5K
|
1.16M
$29.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.6KNew |
$64.1K - $64.8K
|
2.6K
$65.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.51K+ 1.41% |
$61.8K - $62.5K
|
180K
$4.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
2.5K+ 29.05% |
$61.7K - $62.3K
|
11.1K
$279K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.5K+ 4.84% |
$61.6K - $62.3K
|
54.2K
$1.36M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.3K+ 7.21% |
$56.6K - $57.2K
|
34.1K
$859K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.23KNew |
$54.9K - $55.5K
|
2.23K
$56K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.1K+ 11.56% |
$51.8K - $52.3K
|
20.3K
$510K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2K+ 50.0% |
$49.3K - $49.8K
|
6K
$151K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.96K+ 3.08% |
$48.4K - $48.8K
|
65.6K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.96K+ 77.1% |
$48.2K - $48.7K
|
4.49K
$113K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.84KNew |
$45.4K - $45.8K
|
1.84K
$46.3K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.62K+ 4.95% |
$39.9K - $40.3K
|
34.3K
$864K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.58K+ 1.03% |
$39K - $39.4K
|
154K
$3.89M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.56K+ 2.79% |
$38.4K - $38.8K
|
57.5K
$1.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.5KNew |
$37K - $37.4K
|
1.5K
$37.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.46K+ 12.69% |
$36K - $36.3K
|
13K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.45KNew |
$35.8K - $36.1K
|
1.45K
$36.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.41K+ 1.83% |
$34.9K - $35.2K
|
78.8K
$1.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.4K+ 52.36% |
$34.5K - $34.9K
|
4.07K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.3K+ 13.68% |
$32.1K - $32.4K
|
10.8K
$272K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.21K+ 4.24% |
$29.7K - $30K
|
29.6K
$744K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.07K+ 0.86% |
$26.3K - $26.6K
|
126K
$3.16M
|