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 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
32.8KNew |
$804K - $823K
|
32.8K
$826K
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
32.2KNew |
$789K - $808K
|
32.2K
$810K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31.9KNew |
$780K - $799K
|
31.9K
$802K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
31K+ 35.35% |
$759K - $778K
|
119K
$2.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.9KNew |
$657K - $673K
|
26.9K
$676K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.6K+ 20.59% |
$651K - $666K
|
156K
$3.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
25.8KNew |
$631K - $646K
|
25.8K
$648K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.6K+ 12.52% |
$627K - $642K
|
230K
$5.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
25.6K+ 139.89% |
$626K - $642K
|
43.9K
$1.1M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25.2KNew |
$617K - $632K
|
25.2K
$634K
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
24.8KNew |
$607K - $621K
|
24.8K
$624K
|
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
24.7K+ 6.68% |
$604K - $619K
|
394K
$9.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24.3K+ 34.35% |
$594K - $608K
|
94.9K
$2.39M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23K+ 42.1% |
$562K - $576K
|
77.6K
$1.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
21.8K+ 39.14% |
$532K - $545K
|
77.4K
$1.95M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
20.7K+ 63.39% |
$507K - $519K
|
53.4K
$1.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
20KNew |
$490K - $502K
|
20K
$504K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.7KNew |
$482K - $493K
|
19.7K
$495K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.1KNew |
$466K - $477K
|
19.1K
$479K
|
|
|
Aug 10, 2022
Q2 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
19K+ 1.9% |
$464K - $475K
|
1.02M
$25.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
BUY
|
- |
18.8K+ 110.07% |
$460K - $471K
|
35.9K
$903K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.6K+ 9.99% |
$454K - $465K
|
204K
$5.14M
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
18.2K+ 8.77% |
$445K - $456K
|
226K
$5.68M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
18.2K+ 7.29% |
$445K - $456K
|
268K
$6.73M
|
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
18K+ 53.75% |
$439K - $450K
|
51.4K
$1.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
17.9KNew |
$437K - $448K
|
17.9K
$449K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
17.4K+ 20.52% |
$425K - $435K
|
102K
$2.56M
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
16.9K+ 12.05% |
$413K - $423K
|
157K
$3.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16.7KNew |
$408K - $418K
|
16.7K
$419K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 16.97% |
$367K - $376K
|
103K
$2.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.3K+ 76.29% |
$351K - $359K
|
33.1K
$833K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12.8K+ 3.38% |
$312K - $320K
|
390K
$9.81M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
12.3KNew |
$300K - $308K
|
12.3K
$309K
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
BUY
|
- |
12.2KNew |
$298K - $305K
|
12.2K
$306K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12K+ 45.32% |
$294K - $301K
|
38.5K
$967K
|
|
|
Aug 09, 2022
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
11.6K+ 14.44% |
$284K - $291K
|
92K
$2.31M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.4KNew |
$280K - $287K
|
11.4K
$288K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
10.9KNew |
$266K - $272K
|
10.9K
$273K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.4KNew |
$253K - $259K
|
10.4K
$260K
|
|
|
Jul 29, 2022
Q2 2022
|
Greenfield Savings Bank
|
BUY
|
- |
9.27KNew |
$227K - $232K
|
9.27K
$233K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
8.5K+ 1922.4% |
$208K - $213K
|
8.94K
$225K
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.49KNew |
$208K - $213K
|
8.49K
$213K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8.37KNew |
$205K - $210K
|
8.37K
$210K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.36KNew |
$205K - $210K
|
8.36K
$210K
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.35KNew |
$204K - $209K
|
8.35K
$210K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.25K+ 1450.0% |
$177K - $182K
|
7.75K
$195K
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.02K+ 2.51% |
$172K - $176K
|
287K
$7.21M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6.5K+ 59.91% |
$159K - $163K
|
17.4K
$436K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.44KNew |
$158K - $161K
|
6.44K
$162K
|
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.19K+ 3.66% |
$151K - $155K
|
175K
$4.4M
|