Heck Capital Advisors, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Heck Capital Advisors, LLC

$889 Billion
Q1 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 May 19, 2025	SELL	$25.04 - $25.21 $834,057 - $839,719	-33,309 Reduced 30.34%	76,473 $1.93 Billion
Q2 2024 May 19, 2025	SELL	$24.98 - $25.13 $63,174 - $63,553	-2,529 Reduced 2.25%	109,782 $2.76 Billion
Q1 2024 May 19, 2025	SELL	$24.89 - $25.05 $68,571 - $69,012	-2,755 Reduced 2.39%	112,311 $2.81 Billion
Q4 2023 May 19, 2025	SELL	$24.66 - $24.91 $276,685 - $279,490	-11,220 Reduced 8.88%	115,066 $2.87 Billion
Q3 2023 May 19, 2025	BUY	$24.53 - $24.74 $3.1 Million - $3.12 Million	126,286 New	126,286 $3.12 Billion
Q2 2023 May 19, 2025	SELL	$24.51 - $24.65 $146,888 - $147,727	-5,993 Reduced 4.22%	136,142 $3.35 Billion
Q1 2023 May 19, 2025	SELL	$24.39 - $24.64 $42,536 - $42,972	-1,744 Reduced 1.21%	142,135 $3.5 Billion
Q4 2022 May 19, 2025	BUY	$24.17 - $24.5 $762,998 - $773,416	31,568 Added 28.11%	143,879 $3.51 Billion
Q3 2022 May 20, 2025	BUY	$24.3 - $24.9 $3.78 Million - $3.87 Million	155,525 New	155,525 $3.79 Billion
Q3 2022 May 19, 2025	SELL	$24.3 - $24.9 $1.25 Million - $1.28 Million	-51,522 Reduced 31.45%	112,311 $2.81 Billion
Q2 2022 May 19, 2025	BUY	$24.47 - $25.06 $4.01 Million - $4.11 Million	163,833 New	163,833 $4.05 Billion

Others Institutions Holding IBDP

# of Institutions

33

Shares Held

4.92M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.53M
Shares

$38.4 Million
0.05% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

922K
Shares

$23.2 Million
0.57% of portfolio
Raymond James & Associates St Petersburg, FL

503K
Shares

$12.7 Million
0.01% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

365K
Shares

$9.18 Million
0.16% of portfolio
Fin Trust Capital Advisors, LLC

265K
Shares

$6.67 Million
1.16% of portfolio

About ISHARES IBONDS DEC 2024 TERM C

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