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
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.86K- 4.9% |
$96K - $96.6K
|
74.9K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-4K- 8.04% |
$99.6K - $100K
|
45.8K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.19K- 7.73% |
$104K - $105K
|
50K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-4.27K- 1.37% |
$106K - $107K
|
307K
$7.71M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.34K- 3.02% |
$108K - $109K
|
139K
$3.5M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-4.36K- 0.78% |
$109K - $109K
|
554K
$13.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.58K- 2.54% |
$114K - $115K
|
176K
$4.42M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.07K- 1.91% |
$126K - $127K
|
261K
$6.55M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.28K- 6.7% |
$131K - $132K
|
73.5K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.5K- 52.38% |
$137K - $138K
|
5K
$126K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.62K- 10.49% |
$140K - $141K
|
47.9K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.72K- 0.95% |
$142K - $143K
|
596K
$15M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.78K- 2.72% |
$144K - $145K
|
207K
$5.21M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.79K- 15.02% |
$144K - $145K
|
32.8K
$824K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.8K- 1.04% |
$144K - $145K
|
554K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-5.95K- 41.08% |
$148K - $149K
|
8.53K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.08K- 1.88% |
$151K - $152K
|
318K
$8M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.97K- 7.3% |
$173K - $174K
|
88.4K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7.07K- 16.72% |
$176K - $177K
|
35.2K
$886K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-7.67K- 3.79% |
$191K - $192K
|
195K
$4.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-7.96K- 2.75% |
$198K - $199K
|
282K
$7.09M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-8.32K- 50.0% |
$207K - $208K
|
8.32K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-9.48K- 29.4% |
$236K - $237K
|
22.8K
$573K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.77K- 5.99% |
$243K - $245K
|
153K
$3.85M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-11K- 5.28% |
$273K - $275K
|
197K
$4.95M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11.4K- 19.07% |
$283K - $285K
|
48.3K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-13K- 55.74% |
$324K - $326K
|
10.3K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-13.3K- 28.45% |
$331K - $333K
|
33.5K
$842K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-13.4K- 30.25% |
$333K - $335K
|
30.9K
$776K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-13.5K- 16.81% |
$336K - $338K
|
66.7K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.9K- 20.03% |
$346K - $348K
|
55.5K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-14.8K- 31.56% |
$368K - $370K
|
32K
$806K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-15.8K- 30.57% |
$394K - $396K
|
35.9K
$903K
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-16.4K- 25.01% |
$407K - $410K
|
49.1K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.1K- 23.19% |
$425K - $427K
|
56.5K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-17.1K- 18.45% |
$427K - $429K
|
75.7K
$1.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-17.6K- 3.92% |
$437K - $440K
|
430K
$10.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-17.8K- 6.13% |
$442K - $445K
|
272K
$6.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-18.9K- 1.92% |
$471K - $474K
|
966K
$24.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-19K- 36.01% |
$473K - $476K
|
33.7K
$848K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-21.2K- 4.4% |
$528K - $531K
|
461K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-22.3K- 65.33% |
$555K - $559K
|
11.8K
$298K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-23.1K- 40.94% |
$575K - $578K
|
33.3K
$837K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-28.1K- 3.49% |
$700K - $704K
|
778K
$19.6M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-29.2K- 24.45% |
$727K - $731K
|
90.2K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-29.8K- 60.17% |
$741K - $746K
|
19.7K
$496K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-29.9K- 34.01% |
$745K - $750K
|
58.1K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-34K- 12.09% |
$847K - $853K
|
248K
$6.23M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.8K- 1.12% |
$867K - $872K
|
3.08M
$77.3M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-37.8K- 57.56% |
$940K - $946K
|
27.8K
$700K
|