Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
15.5K+ 89.88% |
$387K - $402K
|
32.7K
$822K
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
14.6K+ 7.02% |
$365K - $379K
|
222K
$5.59M
|
|
|
May 10, 2022
Q1 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
13.5K+ 1.37% |
$338K - $351K
|
998K
$25.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
13.4KNew |
$335K - $348K
|
13.4K
$337K
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
11.5K+ 3.69% |
$289K - $300K
|
324K
$8.15M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.4KNew |
$286K - $297K
|
11.4K
$287K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$283K - $294K
|
11.3K
$284K
|
|
|
May 06, 2022
Q1 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
11.1KNew |
$278K - $289K
|
11.1K
$280K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
10.9KNew |
$271K - $282K
|
10.9K
$273K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10.2K+ 5.06% |
$256K - $265K
|
212K
$5.34M
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10K+ 16.53% |
$251K - $260K
|
70.6K
$1.78M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.81K+ 51.63% |
$245K - $255K
|
28.8K
$725K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.62K+ 104.84% |
$240K - $250K
|
18.8K
$473K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
9.53K+ 5.04% |
$238K - $247K
|
198K
$4.99M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.2KNew |
$230K - $239K
|
9.2K
$231K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.2K+ 12.19% |
$230K - $239K
|
84.6K
$2.13M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.84KNew |
$221K - $229K
|
8.84K
$222K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
8.51KNew |
$213K - $221K
|
8.51K
$214K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
8.28KNew |
$207K - $215K
|
8.28K
$208K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.56K+ 1.36% |
$189K - $196K
|
564K
$14.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
7.11K+ 54.96% |
$178K - $184K
|
20K
$504K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.1K+ 9.43% |
$178K - $184K
|
82.4K
$2.07M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.1K+ 27.26% |
$178K - $184K
|
33.1K
$834K
|
|
|
Apr 20, 2022
Q1 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.83K+ 9.28% |
$171K - $177K
|
80.4K
$2.02M
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.5K+ 3.23% |
$163K - $169K
|
207K
$5.22M
|
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.96K+ 3.65% |
$149K - $155K
|
169K
$4.25M
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
5.68K+ 49.74% |
$142K - $147K
|
17.1K
$430K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
5.22K+ 15.65% |
$131K - $135K
|
38.6K
$970K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.15K+ 6.58% |
$129K - $134K
|
83.4K
$2.1M
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.27K+ 12.5% |
$107K - $111K
|
38.4K
$965K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.77K+ 17.33% |
$69.3K - $71.9K
|
18.8K
$472K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.4K+ 9.97% |
$60K - $62.3K
|
26.5K
$666K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.4K+ 0.91% |
$59.9K - $62.2K
|
265K
$6.67M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.34K+ 5.77% |
$58.5K - $60.7K
|
42.9K
$1.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 2.16% |
$55.1K - $57.2K
|
104K
$2.62M
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.9K+ 22.75% |
$47.5K - $49.3K
|
10.3K
$258K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.7KNew |
$42.6K - $44.2K
|
1.7K
$42.9K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.59K+ 11.66% |
$39.7K - $41.2K
|
15.2K
$382K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.56K+ 0.63% |
$39.1K - $40.5K
|
249K
$6.25M
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.56K+ 2.47% |
$39K - $40.5K
|
64.8K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.5K+ 8.07% |
$37.5K - $38.9K
|
20.1K
$505K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.06K+ 1.89% |
$26.5K - $27.5K
|
57.3K
$1.44M
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
1K+ 2.26% |
$25K - $26K
|
45.3K
$1.14M
|
|
|
Apr 21, 2022
Q1 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
880+ 0.94% |
$22K - $22.8K
|
94.1K
$2.37M
|
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
875+ 4.07% |
$21.9K - $22.7K
|
22.4K
$563K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
809+ 0.21% |
$20.2K - $21K
|
393K
$9.88M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
700+ 5.05% |
$17.5K - $18.2K
|
14.6K
$366K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
670+ 1.72% |
$16.8K - $17.4K
|
39.6K
$997K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
554New |
$13.9K - $14.4K
|
554
$13.9K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
500New |
$12.5K - $13K
|
500
$12.6K
|