Purchases and Sales Made in Q2 2023 in Ishares Ibonds Dec 2024 Term C (IBDP)

IBDP Quotes by TradingView

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
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
960
+ 212.39%
$23.5K - $23.7K
1.41K $35.5K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
960
+ 212.39%
$23.5K - $23.7K
1.41K $35.5K
Jul 17, 2023 Q2 2023
Great Diamond Partners, LLC

BUY
 -
817
+ 0.6%
$20K - $20.1K
136K $3.43M
Jul 27, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
817
New
$20K - $20.1K
817 $20.5K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
813
New
$19.9K - $20K
813 $20.4K
Aug 07, 2023 Q2 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
620
+ 4.51%
$15.2K - $15.3K
14.4K $362K
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
603
+ 0.46%
$14.8K - $14.9K
131K $3.29M
Aug 03, 2023 Q2 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
600
+ 3.82%
$14.7K - $14.8K
16.3K $410K
Jul 14, 2023 Q2 2023
4 Thought Financial Group Inc.

BUY
 -
531
+ 14.71%
$13K - $13.1K
4.14K $104K
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
505
+ 2.97%
$12.4K - $12.4K
17.5K $440K
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
471
+ 1.01%
$11.5K - $11.6K
47.3K $1.19M
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
471
+ 0.94%
$11.5K - $11.6K
50.5K $1.27M
Aug 14, 2023 Q2 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
305
+ 0.74%
$7.48K - $7.52K
41.7K $1.05M
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
284
+ 1.02%
$6.96K - $7K
28.1K $706K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
279
+ 1.07%
$6.84K - $6.88K
26.4K $664K
Aug 14, 2023 Q2 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
269
+ 0.81%
$6.59K - $6.63K
33.4K $839K
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

BUY
 -
267
+ 0.45%
$6.54K - $6.58K
59.2K $1.49M
Jul 13, 2023 Q2 2023
Consilio Wealth Advisors, LLC

BUY
 -
246
+ 0.74%
$6.03K - $6.06K
33.7K $847K
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
163
+ 0.58%
$4K - $4.02K
28.1K $706K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
133
New
$3.26K - $3.28K
133 $3.34K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
132
New
$3.24K - $3.25K
132 $3.32K
Aug 08, 2023 Q2 2023
Blue Barn Wealth, LLC

BUY
 -
122
+ 0.57%
$2.99K - $3.01K
21.4K $537K
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
105
+ 1.02%
$2.57K - $2.59K
10.4K $262K
Aug 09, 2023 Q2 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
69
+ 0.74%
$1.69K - $1.7K
9.45K $238K
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
37
+ 0.44%
$907 - $912
8.49K $214K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
31
+ 0.07%
$760 - $764
44.9K $1.13M
Aug 08, 2023 Q2 2023
American Money Management, LLC

BUY
 -
16
+ 0.05%
$392 - $394
29.3K $737K
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
16
+ 0.76%
$392 - $394
2.12K $53.4K
Jul 24, 2023 Q2 2023
Evensky & Katz LLC

BUY
 -
12
+ 0.49%
$294 - $296
2.45K $61.6K
Jul 27, 2023 Q2 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
8
+ 0.07%
$196 - $197
11K $277K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4
+ 0.04%
$98 - $98.6
10.8K $272K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-17
- 0.35%
$417 - $419
4.88K $123K
Aug 10, 2023 Q2 2023
Citigroup Inc

SELL
 -
-17
- 68.0%
$417 - $419
8 $201
Aug 10, 2023 Q2 2023
Bramshill Investments, LLC

Naples, FL
SELL
 -
-115
- 0.54%
$2.82K - $2.83K
21.4K $537K
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-163
- 0.14%
$4K - $4.02K
117K $2.95M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

SELL
 -
-164
- 0.08%
$4.02K - $4.04K
195K $4.9M
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-250
- 0.47%
$6.13K - $6.16K
52.6K $1.32M
Aug 03, 2023 Q2 2023
Addison Advisors LLC

SELL
 -
-300
- 5.85%
$7.35K - $7.4K
4.83K $121K
Aug 10, 2023 Q2 2023
Corda Investment Management, Llc.

Houston, TX
SELL
 -
-373
- 0.04%
$9.14K - $9.19K
975K $24.5M
Jul 24, 2023 Q2 2023
Bradley & Co. Private Wealth Management, LLC

SELL
 -
-405
- 31.08%
$9.93K - $9.98K
898 $22.6K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-419
- 2.12%
$10.3K - $10.3K
19.4K $487K
Aug 10, 2023 Q2 2023
Peloton Wealth Strategists

Indianapolis, IN
SELL
 -
-500
- 0.21%
$12.3K - $12.3K
239K $6M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-500
- 2.87%
$12.3K - $12.3K
16.9K $426K
Jul 11, 2023 Q2 2023
Norway Savings Bank

SELL
 -
-500
- 5.49%
$12.3K - $12.3K
8.61K $216K
Jul 24, 2023 Q2 2023
Iron Financial, LLC

SELL
 -
-530
- 3.23%
$13K - $13.1K
15.9K $400K
Aug 02, 2023 Q2 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
SELL
 -
-550
- 4.17%
$13.5K - $13.6K
12.7K $318K
Jul 28, 2023 Q2 2023
Foundation Wealth Management, LLC

Clayton, MO
SELL
 -
-582
- 0.57%
$14.3K - $14.3K
101K $2.54M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-600
- 3.2%
$14.7K - $14.8K
18.2K $457K
Jul 24, 2023 Q2 2023
Northwest Bancshares, Inc.

Warren, PA
SELL
 -
-774
- 1.02%
$19K - $19.1K
75K $1.89M

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