Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
829K+ 20.0% |
$20.3M - $20.8M
|
4.97M
$125M
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
596KNew |
$14.6M - $14.9M
|
596K
$15M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
525KNew |
$12.8M - $13.2M
|
525K
$13.2M
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
420K+ 3709.79% |
$10.3M - $10.5M
|
431K
$10.8M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
409K+ 26.66% |
$10M - $10.2M
|
1.94M
$48.9M
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
402KNew |
$9.83M - $10.1M
|
402K
$10.1M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
357K+ 40.82% |
$8.74M - $8.95M
|
1.23M
$31M
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
348KNew |
$8.52M - $8.72M
|
348K
$8.75M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
309K+ 1088.77% |
$7.57M - $7.75M
|
338K
$8.49M
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
292K+ 429.62% |
$7.14M - $7.32M
|
360K
$9.05M
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
274K+ 465.95% |
$6.71M - $6.87M
|
333K
$8.38M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
250K+ 8.26% |
$6.12M - $6.27M
|
3.28M
$82.5M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
250K+ 8.26% |
$6.12M - $6.27M
|
3.28M
$82.5M
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
250KNew |
$6.11M - $6.26M
|
250K
$6.28M
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
249K+ 12.38% |
$6.09M - $6.24M
|
2.26M
$56.8M
|
|
Aug 02, 2022
Q2 2022
|
Reliant Wealth Planning
|
BUY
|
- |
248KNew |
$6.08M - $6.22M
|
248K
$6.25M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
215K+ 46.75% |
$5.26M - $5.39M
|
675K
$17M
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
214KNew |
$5.24M - $5.37M
|
214K
$5.39M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
183K+ 96.48% |
$4.48M - $4.59M
|
373K
$9.38M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
175KNew |
$4.27M - $4.37M
|
175K
$4.39M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
167K+ 33.5% |
$4.08M - $4.18M
|
665K
$16.7M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
144K+ 1033.75% |
$3.51M - $3.6M
|
157K
$3.96M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
141KNew |
$3.45M - $3.54M
|
141K
$3.55M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
135KNew |
$3.31M - $3.39M
|
135K
$3.41M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
105K+ 28.93% |
$2.57M - $2.64M
|
469K
$11.8M
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
101K+ 1262.01% |
$2.48M - $2.54M
|
109K
$2.75M
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
101KNew |
$2.47M - $2.53M
|
101K
$2.54M
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
100KNew |
$2.45M - $2.51M
|
100K
$2.51M
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
100KNew |
$2.45M - $2.51M
|
100K
$2.51M
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
BUY
|
- |
99.2K+ 51.15% |
$2.43M - $2.48M
|
293K
$7.37M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.4K+ 8.21% |
$2.36M - $2.42M
|
1.27M
$32M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
95.7KNew |
$2.34M - $2.4M
|
95.7K
$2.41M
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
92K+ 118.03% |
$2.25M - $2.31M
|
170K
$4.27M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
87.9K+ 22.36% |
$2.15M - $2.2M
|
481K
$12.1M
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
85.7KNew |
$2.1M - $2.15M
|
85.7K
$2.16M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
82.1K+ 7.11% |
$2.01M - $2.06M
|
1.24M
$31.1M
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
79K+ 24.15% |
$1.93M - $1.98M
|
406K
$10.2M
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
77.7KNew |
$1.9M - $1.95M
|
77.7K
$1.95M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73.4K+ 6.29% |
$1.8M - $1.84M
|
1.24M
$31.2M
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
73.1K+ 6.86% |
$1.79M - $1.83M
|
1.14M
$28.6M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
71.9K+ 62.49% |
$1.76M - $1.8M
|
187K
$4.7M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
70.9K+ 198.83% |
$1.73M - $1.78M
|
107K
$2.68M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
59.9KNew |
$1.47M - $1.5M
|
59.9K
$1.51M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
59.6K+ 3.67% |
$1.46M - $1.49M
|
1.68M
$42.3M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50.1KNew |
$1.23M - $1.26M
|
50.1K
$1.26M
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
43.5K+ 20.47% |
$1.06M - $1.09M
|
256K
$6.44M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.2K+ 31041.18% |
$1.03M - $1.06M
|
42.4K
$1.07M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.2K+ 136.64% |
$1.01M - $1.03M
|
71.3K
$1.79M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40.8KNew |
$999K - $1.02M
|
40.8K
$1.03M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.8K+ 25.26% |
$974K - $997K
|
197K
$4.96M
|