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 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12KNew |
$299K - $301K
|
12K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 2.94% |
$297K - $299K
|
417K
$10.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
11.6KNew |
$289K - $291K
|
11.6K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
10.7K+ 15.65% |
$266K - $268K
|
78.7K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.74K+ 5.1% |
$243K - $245K
|
201K
$5.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.49K+ 12.82% |
$237K - $238K
|
83.5K
$2.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.38KNew |
$234K - $236K
|
9.38K
$236K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
9.28K+ 3.6% |
$232K - $233K
|
267K
$6.72M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
9.25K+ 637.93% |
$231K - $232K
|
10.7K
$269K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
8.51K+ 7.37% |
$212K - $214K
|
124K
$3.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.34K+ 12.55% |
$208K - $210K
|
74.8K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.32K+ 100.0% |
$208K - $209K
|
16.6K
$418K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
8.3KNew |
$207K - $209K
|
8.3K
$209K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
8.03KNew |
$201K - $202K
|
8.03K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.6K+ 10.06% |
$190K - $191K
|
83.2K
$2.09M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.37KNew |
$184K - $185K
|
7.37K
$185K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
7.31K+ 3.73% |
$182K - $184K
|
203K
$5.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.12K+ 13.06% |
$178K - $179K
|
61.6K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
6.85K+ 43.05% |
$171K - $172K
|
22.8K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.85K+ 2.65% |
$171K - $172K
|
265K
$6.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6.62K+ 2.35% |
$165K - $166K
|
288K
$7.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.47K+ 6.9% |
$162K - $163K
|
100K
$2.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.24K+ 13.01% |
$156K - $157K
|
54.2K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.09K+ 2.13% |
$152K - $153K
|
293K
$7.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.87K+ 11.95% |
$147K - $147K
|
54.9K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.78K+ 0.99% |
$144K - $145K
|
587K
$14.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
5.63K+ 4.71% |
$141K - $141K
|
125K
$3.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.48K+ 4.95% |
$137K - $138K
|
116K
$2.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
5.3K+ 16.19% |
$132K - $133K
|
38.1K
$957K
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
5.26K+ 14.59% |
$131K - $132K
|
41.3K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.18KNew |
$129K - $130K
|
5.18K
$130K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.92K+ 9.89% |
$123K - $124K
|
54.6K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.69K+ 4.24% |
$117K - $118K
|
115K
$2.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.6K+ 1.0% |
$115K - $116K
|
466K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.41K+ 25.95% |
$110K - $111K
|
21.4K
$538K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.35K+ 14.68% |
$109K - $109K
|
34K
$855K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.32K+ 10.61% |
$108K - $109K
|
45.1K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.22K+ 1.62% |
$105K - $106K
|
265K
$6.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.97K+ 0.85% |
$99.1K - $99.7K
|
468K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.73K+ 13.96% |
$93.1K - $93.6K
|
30.4K
$765K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.68K+ 4.13% |
$91.9K - $92.5K
|
92.7K
$2.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.54K+ 4.01% |
$88.5K - $89K
|
92K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.36K+ 37.77% |
$84K - $84.5K
|
12.3K
$309K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.12K+ 6.26% |
$78K - $78.5K
|
53K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.06K+ 2.29% |
$76.4K - $76.8K
|
136K
$3.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.95K+ 9.42% |
$73.7K - $74.1K
|
34.3K
$862K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.53K+ 7.98% |
$63.1K - $63.5K
|
34.2K
$859K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.45K+ 7.36% |
$61.2K - $61.6K
|
35.7K
$899K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2.31K+ 6.01% |
$57.6K - $57.9K
|
40.7K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.18K+ 0.97% |
$54.3K - $54.7K
|
227K
$5.7M
|