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 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-940- 9.31% |
$23.2K - $23.4K
|
9.15K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-974- 3.64% |
$24K - $24.3K
|
25.8K
$648K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.05K- 5.07% |
$25.9K - $26.1K
|
19.6K
$494K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.07K- 6.36% |
$26.4K - $26.6K
|
15.7K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.23K- 6.2% |
$30.3K - $30.6K
|
18.6K
$468K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.45K- 1.07% |
$35.7K - $36.1K
|
134K
$3.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.5K- 5.07% |
$36.9K - $37.3K
|
28.1K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.7KClosed |
$42K - $42.4K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.89K- 0.03% |
$46.7K - $47.2K
|
6.88M
$173M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.04K- 5.22% |
$50.3K - $50.8K
|
37K
$931K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.1K- 3.96% |
$51.7K - $52.2K
|
50.8K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.34K- 10.19% |
$57.8K - $58.4K
|
20.6K
$519K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.5K- 1.27% |
$61.6K - $62.2K
|
193K
$4.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.7K- 11.75% |
$66.6K - $67.3K
|
20.3K
$510K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3K- 5.95% |
$74K - $74.7K
|
47.4K
$1.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.04K- 0.7% |
$74.9K - $75.6K
|
433K
$10.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 2.82% |
$80.6K - $81.4K
|
113K
$2.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.31K- 5.75% |
$81.5K - $82.3K
|
54.2K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-3.41K- 4.95% |
$84K - $84.8K
|
65.4K
$1.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.45K- 21.53% |
$85.1K - $85.9K
|
12.6K
$316K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-3.52K- 63.28% |
$86.7K - $87.6K
|
2.04K
$51.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-3.73K- 2.77% |
$91.9K - $92.8K
|
131K
$3.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.79K- 6.29% |
$93.3K - $94.3K
|
56.4K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-4.06K- 1.54% |
$100K - $101K
|
260K
$6.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.42K- 1.5% |
$109K - $110K
|
290K
$7.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.48K- 29.29% |
$110K - $112K
|
10.8K
$272K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-4.5K- 2.85% |
$111K - $112K
|
153K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4.71K- 6.53% |
$116K - $117K
|
67.4K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-4.92K- 4.79% |
$121K - $123K
|
97.8K
$2.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-5.39K- 3.34% |
$133K - $134K
|
156K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.78K- 2.13% |
$143K - $144K
|
266K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6K- 16.25% |
$148K - $150K
|
30.9K
$778K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.07K- 9.54% |
$150K - $151K
|
57.6K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.68K- 8.32% |
$165K - $166K
|
73.6K
$1.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-6.82K- 3.18% |
$168K - $170K
|
208K
$5.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.98K- 6.02% |
$172K - $174K
|
109K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8K- 19.2% |
$197K - $199K
|
33.7K
$846K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-8.19K- 4.31% |
$202K - $204K
|
182K
$4.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8.85K- 9.65% |
$218K - $220K
|
82.9K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.19K- 9.05% |
$227K - $229K
|
92.3K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9.29K- 22.1% |
$229K - $231K
|
32.8K
$824K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-9.4K- 49.74% |
$232K - $234K
|
9.5K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.62K- 30.29% |
$237K - $240K
|
22.1K
$557K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9.65K- 9.19% |
$238K - $240K
|
95.4K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 7.93% |
$254K - $256K
|
119K
$3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.4K- 20.07% |
$280K - $283K
|
45.3K
$1.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-11.4K- 19.57% |
$281K - $284K
|
46.8K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-12.6K- 4.27% |
$310K - $313K
|
282K
$7.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-14K- 5.97% |
$345K - $349K
|
221K
$5.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 3.11% |
$364K - $368K
|
460K
$11.6M
|