Latest Institutional Purchases of Ishares Ibonds Dec 2024 Term C (IBDP)
This list provides information on the latest institutional transactions involving Ishares Ibonds Dec 2024 Term C (IBDP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.31K+ 7.7% |
$158K - $159K
|
88.3K
$2.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.11K+ 28.58% |
$153K - $154K
|
27.5K
$691K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.27K+ 7.1% |
$132K - $133K
|
79.5K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4.89K+ 45.83% |
$122K - $123K
|
15.6K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.68K+ 90.33% |
$117K - $118K
|
9.86K
$248K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.98K+ 3.22% |
$99.8K - $100K
|
128K
$3.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.81K+ 3.79% |
$95.3K - $95.9K
|
104K
$2.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.66K+ 4.82% |
$91.6K - $92.2K
|
79.6K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.65K+ 2.68% |
$91.4K - $92K
|
140K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
3.57K+ 3.3% |
$89.4K - $90K
|
112K
$2.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 16.78% |
$86.2K - $86.7K
|
24K
$602K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.41K+ 9.41% |
$85.3K - $85.8K
|
39.6K
$996K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.32K+ 1.15% |
$83.1K - $83.6K
|
292K
$7.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.09K+ 9.05% |
$77.4K - $78K
|
37.3K
$937K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.05K+ 30.2% |
$76.3K - $76.8K
|
13.1K
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.84K+ 0.73% |
$71.2K - $71.6K
|
390K
$9.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.78K+ 0.5% |
$69.6K - $70.1K
|
559K
$14.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.48K+ 6.71% |
$62.2K - $62.6K
|
39.5K
$994K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.46K+ 214.76% |
$61.6K - $62K
|
3.6K
$90.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.39K+ 42.15% |
$59.9K - $60.3K
|
8.06K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.99K+ 4.67% |
$49.9K - $50.2K
|
44.7K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.83K+ 3.26% |
$45.8K - $46.1K
|
57.8K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.75KNew |
$43.9K - $44.2K
|
1.75K
$44.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.58KNew |
$39.5K - $39.7K
|
1.58K
$39.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.47K+ 4.29% |
$36.8K - $37K
|
35.7K
$899K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.16KNew |
$29.1K - $29.3K
|
1.16K
$29.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.13K+ 2.5% |
$28.3K - $28.5K
|
46.2K
$1.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
1K+ 9.02% |
$25.1K - $25.3K
|
12.1K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
956+ 2.31% |
$23.9K - $24.1K
|
42.3K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
942+ 4.59% |
$23.6K - $23.7K
|
21.4K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
845+ 0.84% |
$21.2K - $21.3K
|
101K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
767+ 2.14% |
$19.2K - $19.3K
|
36.6K
$920K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
675New |
$16.9K - $17K
|
675
$17K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
615New |
$15.4K - $15.5K
|
615
$15.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
609+ 1.98% |
$15.2K - $15.4K
|
31.4K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
608+ 3.88% |
$15.2K - $15.3K
|
16.3K
$409K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
599New |
$15K - $15.1K
|
599
$15.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
550New |
$13.8K - $13.9K
|
550
$13.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
530+ 1.87% |
$13.3K - $13.4K
|
28.8K
$725K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
520+ 10.28% |
$13K - $13.1K
|
5.58K
$140K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
504+ 53.11% |
$12.6K - $12.7K
|
1.45K
$36.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
395+ 7.42% |
$9.89K - $9.96K
|
5.72K
$144K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
378+ 1.14% |
$9.47K - $9.53K
|
33.7K
$846K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
287New |
$7.19K - $7.24K
|
287
$7.22K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
280+ 0.11% |
$7.01K - $7.06K
|
265K
$6.67M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
226+ 0.78% |
$5.66K - $5.7K
|
29.1K
$731K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
205+ 1.0% |
$5.13K - $5.17K
|
20.7K
$520K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
177+ 0.84% |
$4.43K - $4.46K
|
21.4K
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
175+ 0.06% |
$4.38K - $4.41K
|
307K
$7.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
163+ 1.14% |
$4.08K - $4.11K
|
14.5K
$365K
|