Purchases and Sales Made in Q1 2024 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 2024. 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 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.09K+ 11.09% |
$226K - $228K
|
91K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
8.64K+ 3.01% |
$215K - $216K
|
296K
$7.44M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.38K+ 1.71% |
$209K - $210K
|
499K
$12.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.34K+ 26.53% |
$208K - $209K
|
39.8K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.06K+ 33.58% |
$201K - $202K
|
32.1K
$806K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
7.97K+ 63.86% |
$198K - $200K
|
20.4K
$514K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
7.93K+ 6.89% |
$197K - $199K
|
123K
$3.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
7.27K+ 1.93% |
$181K - $182K
|
384K
$9.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.09K+ 33.78% |
$176K - $178K
|
28.1K
$706K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.06K+ 3.46% |
$176K - $177K
|
211K
$5.31M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.75K+ 66.01% |
$168K - $169K
|
17K
$427K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.33K+ 7.66% |
$158K - $159K
|
89K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.33K+ 8.04% |
$158K - $159K
|
85.1K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.25K+ 45.5% |
$156K - $157K
|
20K
$503K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.17K+ 1.35% |
$154K - $155K
|
464K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.08KNew |
$151K - $152K
|
6.08K
$153K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.96K+ 5.26% |
$148K - $149K
|
119K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.8KNew |
$144K - $145K
|
5.8K
$146K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.78K+ 5.51% |
$144K - $145K
|
111K
$2.78M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.69K+ 23.28% |
$142K - $142K
|
30.1K
$758K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.66K+ 9.06% |
$141K - $142K
|
68.1K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
5.46K+ 4.26% |
$136K - $137K
|
133K
$3.35M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
5.42K+ 10.39% |
$135K - $136K
|
57.6K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.36K+ 9.58% |
$133K - $134K
|
61.3K
$1.54M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.63K+ 0.35% |
$115K - $116K
|
1.32M
$33.3M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.21K+ 5.75% |
$105K - $106K
|
77.5K
$1.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4KNew |
$99.6K - $100K
|
4K
$101K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.88K+ 2.89% |
$96.5K - $97.2K
|
138K
$3.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.85K+ 5.49% |
$95.9K - $96.5K
|
74K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
3.81KNew |
$94.8K - $95.4K
|
3.81K
$95.7K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.69K+ 960.94% |
$91.8K - $92.4K
|
4.07K
$102K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
3.64KNew |
$90.6K - $91.2K
|
3.64K
$91.6K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
3.55K+ 6.45% |
$88.4K - $88.9K
|
58.6K
$1.47M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.34K+ 2.8% |
$83.2K - $83.7K
|
123K
$3.08M
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.25K+ 9.47% |
$80.9K - $81.5K
|
37.6K
$946K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.01KNew |
$74.9K - $75.4K
|
3.01K
$75.7K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.99K+ 3.83% |
$74.4K - $74.8K
|
81K
$2.04M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.9K+ 2.58% |
$72.2K - $72.6K
|
115K
$2.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.82K+ 21.66% |
$70.1K - $70.6K
|
15.8K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.62KNew |
$65.2K - $65.6K
|
2.62K
$65.8K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.3K+ 1.87% |
$57.3K - $57.7K
|
125K
$3.15M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.19K+ 20.24% |
$54.4K - $54.8K
|
13K
$327K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.18KNew |
$54.2K - $54.6K
|
2.18K
$54.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
2.16K+ 0.97% |
$53.8K - $54.1K
|
225K
$5.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
2.15K+ 12.73% |
$53.5K - $53.8K
|
19K
$479K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.06K+ 2.87% |
$51.2K - $51.6K
|
73.9K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.87K+ 2.39% |
$46.5K - $46.8K
|
80.1K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.72K+ 5.83% |
$42.9K - $43.2K
|
31.3K
$788K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.71KNew |
$42.5K - $42.8K
|
1.71K
$43K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.67K+ 8.57% |
$41.5K - $41.8K
|
21.1K
$531K
|