Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
434K+ 8040.08% |
$10.8M - $10.9M
|
439K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
300KNew |
$7.5M - $7.55M
|
300K
$7.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
300K+ 2500.0% |
$7.49M - $7.54M
|
312K
$7.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
278K+ 30.04% |
$6.94M - $6.98M
|
1.2M
$30.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
251K+ 37.95% |
$6.26M - $6.3M
|
911K
$22.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
187KNew |
$4.67M - $4.7M
|
187K
$4.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
183KNew |
$4.58M - $4.61M
|
183K
$4.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
161KNew |
$4.01M - $4.04M
|
161K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
157K+ 78.0% |
$3.93M - $3.95M
|
359K
$9.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
154KNew |
$3.84M - $3.86M
|
154K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
148K+ 16.28% |
$3.71M - $3.73M
|
1.06M
$26.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
147K+ 5.45% |
$3.68M - $3.7M
|
2.85M
$71.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 5.69% |
$2.59M - $2.6M
|
1.93M
$48.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
84.3K+ 5.18% |
$2.11M - $2.12M
|
1.71M
$43.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
72.2KNew |
$1.8M - $1.81M
|
72.2K
$1.82M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
55.9KNew |
$1.4M - $1.4M
|
55.9K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.5K+ 11.57% |
$1.39M - $1.4M
|
536K
$13.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
53.9K+ 17.04% |
$1.35M - $1.35M
|
370K
$9.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45.6KNew |
$1.14M - $1.15M
|
45.6K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
43.2KNew |
$1.08M - $1.09M
|
43.2K
$1.09M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
39.1KNew |
$976K - $982K
|
39.1K
$983K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.8K+ 1.13% |
$870K - $875K
|
3.11M
$78.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.8K+ 1.13% |
$870K - $875K
|
3.11M
$78.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
34.5K+ 62.92% |
$863K - $868K
|
89.4K
$2.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
31.9K+ 105.76% |
$796K - $801K
|
62K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
31.2K+ 19.94% |
$778K - $783K
|
187K
$4.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
26.4K+ 24.39% |
$661K - $664K
|
135K
$3.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
26.1K+ 3.36% |
$653K - $656K
|
805K
$20.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
25.5K+ 96.01% |
$636K - $640K
|
52K
$1.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23.9K+ 11.04% |
$597K - $600K
|
240K
$6.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
23.6KNew |
$590K - $593K
|
23.6K
$594K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
23K+ 6.32% |
$575K - $578K
|
387K
$9.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
21.6K+ 54.11% |
$538K - $542K
|
61.4K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
20.7K+ 4.13% |
$517K - $521K
|
523K
$13.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
20.3K+ 31.49% |
$507K - $510K
|
84.8K
$2.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
20KNew |
$500K - $503K
|
20K
$503K
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
19.9K+ 1.91% |
$498K - $501K
|
1.06M
$26.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18.5K+ 86.39% |
$462K - $465K
|
39.9K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
18.2K+ 3.28% |
$454K - $456K
|
572K
$14.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
17.8K+ 4.65% |
$445K - $448K
|
401K
$10.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
17.1K+ 1.8% |
$427K - $430K
|
969K
$24.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16.8K+ 1.62% |
$419K - $422K
|
1.05M
$26.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
16.7K+ 5.89% |
$416K - $418K
|
300K
$7.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
15.5K+ 27.67% |
$387K - $389K
|
71.5K
$1.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.3K+ 18.0% |
$383K - $385K
|
100K
$2.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.1KNew |
$378K - $380K
|
15.1K
$380K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
14.7K+ 4.6% |
$366K - $368K
|
333K
$8.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
13.3K+ 41.56% |
$333K - $335K
|
45.4K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.1K+ 36.15% |
$327K - $329K
|
49.4K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.7KNew |
$317K - $319K
|
12.7K
$319K
|