Purchases and Sales Made in Q3 2024 in Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2025 TERM C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.3K- 5.63% |
$479K - $486K
|
324K
$8.13M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-26.5K- 16.47% |
$656K - $665K
|
134K
$3.37M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-28.3K- 52.65% |
$700K - $710K
|
25.4K
$638K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-28.9K- 50.29% |
$715K - $725K
|
28.5K
$716K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37.1K- 37.94% |
$918K - $931K
|
60.6K
$1.52M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.5K- 2.57% |
$928K - $941K
|
1.42M
$35.6M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-47.2K- 25.75% |
$1.17M - $1.18M
|
136K
$3.41M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-50.7K- 2.97% |
$1.26M - $1.27M
|
1.65M
$41.5M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-60K- 7.31% |
$1.49M - $1.51M
|
761K
$19.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-93.1K- 12.1% |
$2.31M - $2.34M
|
677K
$17M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-95.5K- 4.06% |
$2.37M - $2.4M
|
2.26M
$56.6M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-114K- 9.67% |
$2.82M - $2.86M
|
1.06M
$26.7M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-141K- 53.3% |
$3.49M - $3.54M
|
124K
$3.1M
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-170K- 34.88% |
$4.2M - $4.26M
|
316K
$7.94M
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-173K- 99.14% |
$4.29M - $4.35M
|
1.51K
$37.9K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-223K- 52.74% |
$5.51M - $5.59M
|
199K
$5.01M
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-255K- 99.84% |
$6.33M - $6.41M
|
418
$10.5K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-486K- 32.63% |
$12M - $12.2M
|
1M
$25.2M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-836K- 65.9% |
$20.7M - $21M
|
433K
$10.9M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-965K- 12.94% |
$23.9M - $24.2M
|
6.49M
$163M
|