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 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.06K+ 6.44% |
$149K - $149K
|
100K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.84K+ 9.46% |
$143K - $144K
|
67.6K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
5.4K+ 11.06% |
$132K - $133K
|
54.2K
$1.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.21K+ 52.5% |
$128K - $128K
|
15.1K
$381K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
5.18K+ 14.93% |
$127K - $128K
|
39.9K
$1M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.77K+ 19.24% |
$117K - $118K
|
29.5K
$743K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.67K+ 9.48% |
$114K - $115K
|
53.9K
$1.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.66K+ 9.16% |
$114K - $115K
|
55.5K
$1.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
4.58K+ 10.57% |
$112K - $113K
|
48K
$1.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.5K+ 1.57% |
$110K - $111K
|
291K
$7.32M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.43KNew |
$108K - $109K
|
4.43K
$111K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.43KNew |
$108K - $109K
|
4.43K
$111K
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.39K+ 1.75% |
$108K - $108K
|
255K
$6.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.28K+ 3.38% |
$105K - $106K
|
131K
$3.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.77K+ 2.47% |
$92.4K - $93K
|
156K
$3.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
3.75K+ 7.2% |
$92K - $92.5K
|
55.9K
$1.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
3.32K+ 1.1% |
$81.5K - $81.9K
|
306K
$7.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.19K+ 0.61% |
$78.3K - $78.7K
|
529K
$13.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.72K+ 1.32% |
$66.6K - $67K
|
208K
$5.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.67K+ 2.27% |
$65.5K - $65.9K
|
121K
$3.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.65K+ 4.82% |
$65K - $65.4K
|
57.7K
$1.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
2.51K+ 15.03% |
$61.6K - $61.9K
|
19.2K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
2.47K+ 2.31% |
$60.5K - $60.8K
|
109K
$2.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.36K+ 2.9% |
$57.7K - $58.1K
|
83.5K
$2.1M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.27K+ 4.06% |
$55.6K - $55.9K
|
58.2K
$1.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.15K+ 1.72% |
$52.7K - $53K
|
127K
$3.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
2.03KNew |
$49.8K - $50K
|
2.03K
$51.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.02K+ 1.56% |
$49.5K - $49.8K
|
132K
$3.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.97K+ 1.56% |
$48.2K - $48.4K
|
128K
$3.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.96K+ 5.99% |
$48K - $48.3K
|
34.7K
$872K
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.95K+ 1.04% |
$47.7K - $48K
|
189K
$4.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.91K+ 4.01% |
$46.7K - $47K
|
49.5K
$1.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.88K+ 0.63% |
$46K - $46.2K
|
297K
$7.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.73K+ 4.5% |
$42.3K - $42.6K
|
40.1K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.49K+ 1.37% |
$36.4K - $36.6K
|
110K
$2.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.47K+ 0.33% |
$36K - $36.2K
|
443K
$11.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.45K+ 9.17% |
$35.6K - $35.8K
|
17.3K
$434K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.4KNew |
$34.3K - $34.5K
|
1.4K
$35.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.36K+ 9.09% |
$33.3K - $33.5K
|
16.3K
$410K
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.29K+ 2.34% |
$31.5K - $31.7K
|
56.2K
$1.41M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.29K+ 2.34% |
$31.5K - $31.7K
|
56.2K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.26K+ 1.38% |
$31K - $31.1K
|
92.5K
$2.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.23K+ 6.88% |
$30.1K - $30.3K
|
19.1K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.19K+ 64.01% |
$29.1K - $29.3K
|
3.04K
$76.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.16K+ 6.58% |
$28.3K - $28.5K
|
18.7K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.11K+ 31.17% |
$27.1K - $27.3K
|
4.66K
$117K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.09K+ 0.65% |
$26.6K - $26.8K
|
169K
$4.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.08K+ 3.25% |
$26.3K - $26.5K
|
34.2K
$859K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.02K+ 6.54% |
$24.9K - $25K
|
16.5K
$416K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
998+ 3.36% |
$24.5K - $24.6K
|
30.7K
$772K
|