Purchases and Sales Made in Q2 2023 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 2023. 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 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
23.2K+ 8.09% |
$568K - $571K
|
309K
$7.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.1K+ 3.97% |
$567K - $570K
|
605K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
23K+ 1.31% |
$563K - $566K
|
1.78M
$44.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
21.7K+ 6.44% |
$531K - $534K
|
358K
$9.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
20.8K+ 19.39% |
$511K - $514K
|
128K
$3.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
20.5K+ 198.92% |
$503K - $505K
|
30.8K
$775K
|
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
BUY
|
- |
20.5K+ 8.26% |
$502K - $505K
|
269K
$6.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
20.3K+ 3.01% |
$497K - $500K
|
693K
$17.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
19.8K+ 6.02% |
$486K - $489K
|
349K
$8.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
19.8K+ 53.15% |
$486K - $489K
|
57.1K
$1.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
19.7K+ 3.01% |
$483K - $486K
|
675K
$17M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19.3K+ 6.3% |
$474K - $477K
|
326K
$8.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
18.1K+ 5.46% |
$443K - $446K
|
349K
$8.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
17.4K+ 114.16% |
$428K - $430K
|
32.7K
$823K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
17.1K+ 37.03% |
$420K - $422K
|
63.4K
$1.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.9K+ 18.61% |
$415K - $418K
|
108K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.9KNew |
$414K - $417K
|
16.9K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.3K+ 21.01% |
$399K - $401K
|
93.7K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
16.2KNew |
$398K - $400K
|
16.2K
$409K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
15.8KNew |
$388K - $390K
|
15.8K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
15.5KNew |
$379K - $381K
|
15.5K
$389K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
15.2K+ 77.99% |
$373K - $375K
|
34.7K
$873K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
14.7KNew |
$360K - $363K
|
14.7K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
14.6K+ 82.9% |
$358K - $360K
|
32.3K
$811K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.3K+ 17.04% |
$351K - $353K
|
98.5K
$2.48M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14.3K+ 102.35% |
$350K - $352K
|
28.2K
$709K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
14.1K+ 4.24% |
$345K - $347K
|
347K
$8.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.5K+ 16.06% |
$330K - $332K
|
97.5K
$2.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12.8K+ 7.94% |
$314K - $316K
|
174K
$4.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.4K+ 2.4% |
$304K - $306K
|
531K
$13.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.3KNew |
$301K - $303K
|
12.3K
$309K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
12KNew |
$294K - $295K
|
12K
$301K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.2K+ 33.12% |
$275K - $277K
|
45.1K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10.9K+ 16.79% |
$266K - $268K
|
75.5K
$1.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.7K+ 6.99% |
$262K - $264K
|
164K
$4.12M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10.2KNew |
$251K - $252K
|
10.2K
$257K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.77K+ 117.32% |
$239K - $241K
|
18.1K
$455K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.67KNew |
$237K - $238K
|
9.67K
$243K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
9.07K+ 1.44% |
$222K - $224K
|
640K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
8.92K+ 82.44% |
$219K - $220K
|
19.7K
$496K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.74K+ 3.81% |
$214K - $216K
|
239K
$6M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
8.72K+ 4.3% |
$214K - $215K
|
212K
$5.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
8.54K+ 25.25% |
$209K - $210K
|
42.3K
$1.06M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.26KNew |
$203K - $204K
|
8.26K
$208K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
8.19K+ 38.08% |
$201K - $202K
|
29.7K
$747K
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
8.02K+ 2.99% |
$197K - $198K
|
276K
$6.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
7.61K+ 7.97% |
$186K - $187K
|
103K
$2.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.53K+ 11.69% |
$160K - $161K
|
62.4K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.5K+ 9.71% |
$159K - $160K
|
73.4K
$1.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.11K+ 7.34% |
$150K - $151K
|
89.3K
$2.25M
|