Purchases and Sales Made in Q1 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13K+ 5.48% |
$318K - $321K
|
251K
$6.3M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12.9K+ 29.94% |
$314K - $317K
|
55.8K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10.8KNew |
$264K - $267K
|
10.8K
$272K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.5K+ 54.84% |
$257K - $259K
|
29.7K
$747K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.1K+ 3.81% |
$245K - $248K
|
274K
$6.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10K+ 12.4% |
$245K - $248K
|
91.1K
$2.29M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9.92KNew |
$242K - $244K
|
9.92K
$250K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
9.87K+ 2242.95% |
$241K - $243K
|
10.3K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
9.01K+ 0.34% |
$220K - $222K
|
2.68M
$67.4M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.71K+ 36.28% |
$212K - $215K
|
32.7K
$823K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.7K+ 3.03% |
$212K - $214K
|
296K
$7.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
8.63K+ 38.46% |
$210K - $213K
|
31.1K
$781K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
8.58K+ 9.64% |
$209K - $211K
|
97.6K
$2.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.57KNew |
$209K - $211K
|
8.57K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.32KNew |
$203K - $205K
|
8.32K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
8.27K+ 20.39% |
$202K - $204K
|
48.8K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.11K+ 6.68% |
$198K - $200K
|
129K
$3.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.9K+ 31.35% |
$193K - $195K
|
33.1K
$832K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.84K+ 6.6% |
$191K - $193K
|
127K
$3.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.31K+ 78.69% |
$178K - $180K
|
16.6K
$417K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7.02K+ 2.34% |
$171K - $173K
|
307K
$7.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.87K+ 3.08% |
$168K - $169K
|
230K
$5.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.62K+ 32.95% |
$161K - $163K
|
26.7K
$671K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
6.58K+ 175.33% |
$160K - $162K
|
10.3K
$260K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
6.32K+ 24.74% |
$154K - $156K
|
31.8K
$801K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.11K+ 69.04% |
$149K - $151K
|
15K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.04K+ 10.84% |
$147K - $149K
|
61.7K
$1.55M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
5.89K+ 6.89% |
$144K - $145K
|
91.3K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
5.63K+ 16.17% |
$137K - $139K
|
40.4K
$1.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
5.4K+ 0.87% |
$132K - $133K
|
628K
$15.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.16KNew |
$126K - $127K
|
5.16K
$130K
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.75K+ 3.91% |
$116K - $117K
|
126K
$3.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.58KNew |
$112K - $113K
|
4.58K
$115K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
4.46K+ 1.5% |
$109K - $110K
|
303K
$7.61M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.41K+ 3.37% |
$108K - $109K
|
135K
$3.4M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.36K+ 3.85% |
$106K - $107K
|
118K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1K+ 5.67% |
$100K - $101K
|
76.4K
$1.92M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.05K+ 7.64% |
$98.7K - $99.7K
|
57K
$1.43M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4KNew |
$97.6K - $98.6K
|
4K
$101K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
3.81K+ 19.94% |
$92.9K - $93.9K
|
22.9K
$576K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.78K+ 12.88% |
$92.1K - $93K
|
33.1K
$832K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.7KNew |
$90.2K - $91.2K
|
3.7K
$93.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.63K+ 3.06% |
$88.5K - $89.4K
|
122K
$3.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.59K+ 0.82% |
$87.5K - $88.4K
|
442K
$11.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.28K+ 202.84% |
$80K - $80.8K
|
4.9K
$123K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.89K+ 6.13% |
$70.5K - $71.3K
|
50.1K
$1.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.89KNew |
$70.4K - $71.1K
|
2.89K
$72.6K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.61K+ 5.6% |
$63.7K - $64.4K
|
49.2K
$1.24M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.47K+ 4.86% |
$60.3K - $60.9K
|
53.4K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.33K+ 3.61% |
$56.9K - $57.5K
|
66.9K
$1.68M
|