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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.8K+ 49.44% |
$45K - $45.2K
|
5.44K
$137K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.6K+ 8.1% |
$40K - $40.3K
|
21.4K
$538K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
1.52K+ 1.24% |
$38K - $38.2K
|
125K
$3.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.34K+ 133.97% |
$33.5K - $33.7K
|
2.34K
$58.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.2K+ 2.59% |
$29.9K - $30.1K
|
47.4K
$1.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.07KNew |
$26.7K - $26.9K
|
1.07K
$26.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
932+ 0.67% |
$23.3K - $23.4K
|
140K
$3.53M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
905+ 1.24% |
$22.6K - $22.7K
|
73.7K
$1.85M
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
905+ 1.24% |
$22.6K - $22.7K
|
73.7K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
859+ 22.56% |
$21.5K - $21.6K
|
4.67K
$117K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
750+ 2.67% |
$18.7K - $18.8K
|
28.8K
$725K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
695+ 0.18% |
$17.4K - $17.5K
|
398K
$10M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
626+ 120.62% |
$15.6K - $15.7K
|
1.15K
$28.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
610New |
$15.2K - $15.3K
|
610
$15.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
583+ 6.32% |
$14.6K - $14.7K
|
9.81K
$247K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
499+ 0.13% |
$12.5K - $12.5K
|
375K
$9.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
400+ 2.68% |
$9.99K - $10.1K
|
15.3K
$385K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
398+ 1.98% |
$9.94K - $10K
|
20.5K
$516K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
345+ 0.6% |
$8.62K - $8.67K
|
58K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
335+ 1.02% |
$8.37K - $8.42K
|
33.3K
$837K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
327+ 0.3% |
$8.17K - $8.22K
|
108K
$2.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
327+ 0.29% |
$8.17K - $8.22K
|
114K
$2.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
301+ 0.25% |
$7.52K - $7.56K
|
123K
$3.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
300+ 0.58% |
$7.49K - $7.54K
|
51.7K
$1.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
276+ 0.04% |
$6.89K - $6.94K
|
647K
$16.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
243+ 0.87% |
$6.07K - $6.11K
|
28.3K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
242+ 2.84% |
$6.05K - $6.08K
|
8.77K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
178+ 1.02% |
$4.45K - $4.47K
|
17.7K
$444K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
158+ 1.57% |
$3.95K - $3.97K
|
10.2K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
145+ 1.02% |
$3.62K - $3.64K
|
14.4K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
111+ 0.71% |
$2.77K - $2.79K
|
15.6K
$393K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
105+ 1.01% |
$2.62K - $2.64K
|
10.5K
$263K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
85+ 0.82% |
$2.12K - $2.14K
|
10.5K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
71+ 0.07% |
$1.77K - $1.78K
|
104K
$2.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
69+ 0.35% |
$1.72K - $1.73K
|
19.6K
$493K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
64+ 0.31% |
$1.6K - $1.61K
|
20.5K
$514K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
59+ 0.28% |
$1.47K - $1.48K
|
21.2K
$533K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
55+ 0.63% |
$1.37K - $1.38K
|
8.85K
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
48+ 0.12% |
$1.2K - $1.21K
|
40.7K
$1.02M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
23+ 1.03% |
$575 - $578
|
2.26K
$56.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
22+ 1.01% |
$550 - $553
|
2.2K
$55.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
20+ 0.16% |
$500 - $503
|
12.6K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 0.56% |
$425 - $427
|
3.06K
$77K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9+ 2.93% |
$225 - $226
|
316
$7.95K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
6+ 0.11% |
$150 - $151
|
5.45K
$137K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
4+ 0.06% |
$99.9 - $101
|
7.22K
$182K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
4New |
$99.9 - $101
|
4
$101
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.72% |
$50 - $50.3
|
280
$7.04K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-4- 0.04% |
$99.9 - $101
|
11.2K
$281K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24- 0.19% |
$600 - $603
|
12.8K
$323K
|