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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.51K+ 11.18% |
$37.6K - $37.8K
|
15K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.46K+ 1.59% |
$36.4K - $36.7K
|
93.8K
$2.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.45K+ 4.2% |
$36K - $36.2K
|
35.8K
$901K
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.22K+ 1.37% |
$30.4K - $30.6K
|
90K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.15K+ 860.9% |
$28.5K - $28.7K
|
1.28K
$32.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.05K+ 6.67% |
$26.1K - $26.3K
|
16.8K
$422K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.01KNew |
$25.1K - $25.3K
|
1.01K
$25.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1KNew |
$24.9K - $25.1K
|
1K
$25.2K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
873+ 7.28% |
$21.7K - $21.9K
|
12.9K
$324K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
613+ 12.69% |
$15.3K - $15.4K
|
5.44K
$137K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
600+ 2.59% |
$14.9K - $15K
|
23.8K
$597K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
583+ 1.15% |
$14.5K - $14.6K
|
51.4K
$1.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
532+ 0.51% |
$13.2K - $13.3K
|
104K
$2.61M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
481+ 9.78% |
$12K - $12K
|
5.4K
$136K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
468+ 2.31% |
$11.6K - $11.7K
|
20.7K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
399New |
$9.93K - $9.99K
|
399
$10K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
377+ 1.77% |
$9.38K - $9.44K
|
21.7K
$547K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
350+ 2.59% |
$8.71K - $8.77K
|
13.9K
$348K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
349+ 2.88% |
$8.69K - $8.74K
|
12.5K
$313K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
310+ 6.53% |
$7.72K - $7.77K
|
5.06K
$127K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
289+ 1.9% |
$7.19K - $7.24K
|
15.5K
$391K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
288New |
$7.17K - $7.21K
|
288
$7.24K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
278New |
$6.92K - $6.96K
|
278
$6.99K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
200New |
$4.98K - $5.01K
|
200
$5.03K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
192+ 0.59% |
$4.78K - $4.81K
|
32.9K
$829K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
182+ 0.22% |
$4.53K - $4.56K
|
83.1K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
159New |
$3.96K - $3.98K
|
159
$4K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
150+ 1.79% |
$3.73K - $3.76K
|
8.55K
$215K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
126+ 0.31% |
$3.14K - $3.16K
|
40.8K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
120+ 0.4% |
$2.99K - $3.01K
|
30.3K
$761K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 5.42% |
$2.49K - $2.51K
|
1.95K
$48.9K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
76New |
$1.89K - $1.9K
|
76
$1.91K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
74+ 0.59% |
$1.84K - $1.85K
|
12.7K
$318K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
50+ 0.7% |
$1.24K - $1.25K
|
7.22K
$182K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
49+ 0.47% |
$1.22K - $1.23K
|
10.4K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49+ 10.43% |
$1.22K - $1.23K
|
519
$13.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
42+ 0.33% |
$1.05K - $1.05K
|
12.6K
$317K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
38+ 0.45% |
$946 - $952
|
8.43K
$212K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 0.37% |
$796 - $802
|
8.8K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
28+ 0.07% |
$697 - $701
|
40.6K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24+ 0.05% |
$597 - $601
|
45.3K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
22+ 0.2% |
$548 - $551
|
11.2K
$282K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
13+ 0.04% |
$324 - $326
|
29.4K
$739K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13+ 0.58% |
$324 - $326
|
2.24K
$56.4K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.6% |
$324 - $326
|
2.18K
$54.7K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9+ 3.02% |
$224 - $225
|
307
$7.72K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
7+ 0.08% |
$174 - $175
|
9.05K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-57- 0.55% |
$1.42K - $1.43K
|
10.3K
$260K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-66- 1.47% |
$1.64K - $1.65K
|
4.43K
$111K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-84- 0.33% |
$2.09K - $2.1K
|
25.7K
$647K
|