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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.31K+ 12.19% |
$56.3K - $56.8K
|
21.2K
$534K
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.29K+ 11.96% |
$55.9K - $56.5K
|
21.5K
$540K
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.26K+ 1.22% |
$55.2K - $55.8K
|
187K
$4.71M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.2K+ 16.51% |
$53.7K - $54.2K
|
15.5K
$391K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.17K+ 5.46% |
$52.9K - $53.5K
|
41.9K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.16K+ 9.53% |
$52.6K - $53.2K
|
24.8K
$623K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.1K+ 6.64% |
$51.3K - $51.8K
|
33.8K
$850K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.89K+ 20.72% |
$46.1K - $46.6K
|
11K
$277K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.8K+ 4000.0% |
$43.9K - $44.4K
|
1.85K
$46.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.64K+ 17.65% |
$40K - $40.4K
|
10.9K
$275K
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.59K+ 14.66% |
$38.8K - $39.2K
|
12.4K
$313K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.36K+ 8.16% |
$33.2K - $33.5K
|
18K
$453K
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.31K+ 1.39% |
$31.9K - $32.2K
|
95.4K
$2.4M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 32.5% |
$31.7K - $32K
|
5.3K
$133K
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.23K+ 7.37% |
$30K - $30.3K
|
17.9K
$450K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.2K+ 3.22% |
$29.2K - $29.5K
|
38.4K
$965K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.14K+ 1.52% |
$27.8K - $28K
|
75.8K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.06K+ 4.21% |
$25.8K - $26K
|
26.1K
$657K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1KNew |
$24.4K - $24.6K
|
1K
$25.2K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$24.4K - $24.6K
|
1K
$25.2K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
843+ 0.87% |
$20.6K - $20.8K
|
97.7K
$2.46M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
822+ 3.43% |
$20K - $20.3K
|
24.8K
$623K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
803+ 2.28% |
$19.6K - $19.8K
|
36K
$906K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
777+ 1.43% |
$19K - $19.1K
|
55K
$1.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
455+ 2.85% |
$11.1K - $11.2K
|
16.4K
$413K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
452New |
$11K - $11.1K
|
452
$11.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
448+ 2.4% |
$10.9K - $11K
|
19.1K
$481K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
444+ 4.97% |
$10.8K - $10.9K
|
9.38K
$236K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
390+ 0.61% |
$9.51K - $9.61K
|
64.7K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
328+ 3.12% |
$8K - $8.08K
|
10.8K
$272K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
298+ 2.8% |
$7.27K - $7.34K
|
10.9K
$275K
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
288+ 0.11% |
$7.02K - $7.1K
|
251K
$6.31M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
275+ 5.67% |
$6.71K - $6.78K
|
5.13K
$129K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
200+ 0.49% |
$4.88K - $4.93K
|
41.4K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
174+ 0.3% |
$4.24K - $4.29K
|
58.9K
$1.48M
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
161+ 4.67% |
$3.93K - $3.97K
|
3.61K
$90.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
161+ 0.48% |
$3.93K - $3.97K
|
33.4K
$841K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
129+ 5.07% |
$3.15K - $3.18K
|
2.67K
$67.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
67+ 0.48% |
$1.63K - $1.65K
|
14K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
66+ 0.42% |
$1.61K - $1.63K
|
15.7K
$395K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
44+ 0.28% |
$1.07K - $1.08K
|
15.8K
$398K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
28+ 0.13% |
$683 - $690
|
21.5K
$541K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$610 - $616
|
25
$629
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
25New |
$610 - $616
|
25
$629
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 0.3% |
$610 - $616
|
8.46K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 0.48% |
$415 - $419
|
3.55K
$89.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16+ 0.09% |
$390 - $394
|
17.9K
$451K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
10+ 0.03% |
$244 - $246
|
29.3K
$737K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.48% |
$244 - $246
|
2.11K
$53K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.77% |
$24.4 - $24.6
|
131
$3.29K
|