Purchases and Sales Made in Q1 2023 in Ishares Ibonds Dec 2024 Term C (IBDP)

IBDP Quotes by TradingView

This table provides information about the institutional ownership of Ishares Ibonds Dec 2024 Term C (IBDP) during Q1 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
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
38.4K
New
$937K - $947K
38.4K $966K
May 02, 2023 Q1 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
35.2K
+ 11.95%
$858K - $866K
329K $8.28M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
34.7K
New
$846K - $855K
34.7K $872K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
34.1K
New
$832K - $841K
34.1K $858K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
34K
+ 26.63%
$828K - $837K
161K $4.06M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
33.9K
New
$827K - $835K
33.9K $853K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
32.6K
+ 1.39%
$796K - $804K
2.39M $60M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
32.4K
+ 53.7%
$791K - $799K
92.8K $2.33M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
31.9K
+ 41.75%
$777K - $785K
108K $2.72M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
31.6K
+ 549.76%
$770K - $777K
37.3K $938K
May 11, 2023 Q1 2023
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
29.5K
+ 13.84%
$719K - $726K
243K $6.1M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
29.4K
+ 33.26%
$718K - $726K
118K $2.97M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
29.4K
New
$717K - $724K
29.4K $739K
Apr 24, 2023 Q1 2023
Strid Group, LLC

BUY
 -
28.9K
+ 13.2%
$705K - $713K
248K $6.24M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
27.8K
New
$678K - $684K
27.8K $699K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
27.7K
+ 49.16%
$676K - $683K
84.1K $2.12M
Apr 04, 2023 Q1 2023
Confluence Investment Management LLC

BUY
 -
27.6K
+ 9.04%
$673K - $679K
333K $8.37M
Apr 18, 2023 Q1 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
27.4K
+ 6.65%
$669K - $676K
440K $11.1M
May 03, 2023 Q1 2023
Element Wealth, LLC

BUY
 -
26.5K
+ 157.81%
$647K - $654K
43.4K $1.09M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
24.7K
New
$603K - $609K
24.7K $622K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
24.3K
+ 449.73%
$592K - $599K
29.7K $747K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
24.3K
+ 4.84%
$592K - $598K
526K $13.2M
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
24.2K
+ 108.53%
$590K - $596K
46.5K $1.17M
Apr 26, 2023 Q1 2023
Buffington Mohr Mc Neal

BUY
 -
23.6K
+ 20.57%
$576K - $582K
138K $3.48M
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
22.4K
New
$547K - $553K
22.4K $564K
May 09, 2023 Q1 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
21.4K
+ 63.54%
$521K - $526K
55K $1.38M
May 12, 2023 Q1 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
21.3K
+ 34.04%
$520K - $525K
84K $2.11M
Apr 20, 2023 Q1 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
21.2K
+ 84.48%
$517K - $522K
46.3K $1.16M
May 04, 2023 Q1 2023
Corda Investment Management, Llc.

Houston, TX
BUY
 -
20.7K
+ 2.17%
$506K - $511K
975K $24.5M
May 11, 2023 Q1 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
20.5K
+ 4.12%
$500K - $505K
518K $13M
May 10, 2023 Q1 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
19.5K
New
$476K - $480K
19.5K $490K
May 26, 2023 Q1 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
18.8K
New
$459K - $464K
18.8K $473K
Apr 14, 2023 Q1 2023
Ironwood Financial, LLC

BUY
 -
18.7K
+ 56.11%
$457K - $461K
52.1K $1.31M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
18.4K
+ 12.77%
$449K - $453K
162K $4.09M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
17.8K
+ 67.21%
$435K - $440K
44.4K $1.12M
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
17.6K
New
$430K - $434K
17.6K $443K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
17.5K
New
$428K - $432K
17.5K $441K
May 11, 2023 Q1 2023
Summitry LLC

Foster City, CA
BUY
 -
16.8K
+ 1.56%
$411K - $415K
1.1M $27.6M
May 08, 2023 Q1 2023
Hamel Associates, Inc.

BUY
 -
16.2K
+ 6.44%
$396K - $400K
268K $6.75M
May 01, 2023 Q1 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
15.5K
+ 12.82%
$378K - $382K
136K $3.43M
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
15.3K
New
$373K - $377K
15.3K $384K
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
15.2K
+ 120.44%
$372K - $376K
27.9K $702K
May 15, 2023 Q1 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
14.6K
+ 97.27%
$356K - $360K
29.6K $745K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
14.6K
+ 18.32%
$355K - $359K
94.1K $2.37M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
14.4K
+ 5.31%
$352K - $356K
286K $7.2M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
14.4K
+ 2.34%
$351K - $355K
631K $15.9M
May 02, 2023 Q1 2023
First Interstate Bank

Billings, MT
BUY
 -
14.2K
+ 82.43%
$346K - $349K
31.4K $789K
Sep 11, 2024 Q1 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
13.9K
New
$340K - $344K
13.9K $351K
May 03, 2023 Q1 2023
Arrow Financial Corp

BUY
 -
13.2K
+ 4.15%
$322K - $326K
331K $8.33M

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