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 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-25- 0.47% |
$625 - $628
|
5.32K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-51- 0.18% |
$1.27K - $1.28K
|
27.8K
$699K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-74- 0.01% |
$1.85K - $1.86K
|
1.3M
$32.6M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-88- 0.54% |
$2.2K - $2.21K
|
16.1K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-109- 0.85% |
$2.72K - $2.74K
|
12.7K
$320K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-127- 1.05% |
$3.17K - $3.19K
|
12K
$302K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-130- 0.19% |
$3.25K - $3.27K
|
67.1K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-136- 1.32% |
$3.4K - $3.42K
|
10.2K
$256K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-204- 0.56% |
$5.1K - $5.13K
|
36.2K
$910K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-275- 0.22% |
$6.87K - $6.91K
|
127K
$3.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-296- 0.65% |
$7.39K - $7.44K
|
45.2K
$1.14M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-302- 14.7% |
$7.54K - $7.59K
|
1.75K
$44.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-319- 0.1% |
$7.97K - $8.02K
|
306K
$7.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-352- 0.28% |
$8.79K - $8.85K
|
125K
$3.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-372- 41.43% |
$9.29K - $9.35K
|
526
$13.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-379- 0.95% |
$9.47K - $9.52K
|
39.4K
$991K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-404- 6.65% |
$10.1K - $10.2K
|
5.67K
$143K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-416- 0.54% |
$10.4K - $10.5K
|
76K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-447- 0.16% |
$11.2K - $11.2K
|
286K
$7.18M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-473- 2.29% |
$11.8K - $11.9K
|
20.2K
$508K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-477- 1.62% |
$11.9K - $12K
|
28.9K
$727K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-508- 0.68% |
$12.7K - $12.8K
|
74.4K
$1.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-579- 26.57% |
$14.5K - $14.6K
|
1.6K
$40.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-656- 59.58% |
$16.4K - $16.5K
|
445
$11.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-750- 0.98% |
$18.7K - $18.8K
|
76.1K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-779- 0.96% |
$19.5K - $19.6K
|
80.2K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-883- 4.26% |
$22.1K - $22.2K
|
19.9K
$500K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-913- 8.51% |
$22.8K - $22.9K
|
9.82K
$247K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-992- 7.66% |
$24.8K - $24.9K
|
12K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1K- 2.29% |
$25K - $25.1K
|
42.7K
$1.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1K- 0.45% |
$25K - $25.1K
|
220K
$5.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.08K- 1.19% |
$27K - $27.1K
|
89.5K
$2.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.13K- 7.76% |
$28.1K - $28.3K
|
13.4K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.14K- 89.2% |
$28.5K - $28.6K
|
138
$3.47K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.17K- 0.32% |
$29.2K - $29.4K
|
365K
$9.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.2K- 2.54% |
$29.9K - $30.1K
|
45.9K
$1.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.23K- 5.67% |
$30.8K - $31K
|
20.5K
$516K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.32K- 8.99% |
$32.9K - $33.1K
|
13.3K
$335K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.37K- 10.83% |
$34.2K - $34.5K
|
11.3K
$284K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.41K- 9.11% |
$35.2K - $35.4K
|
14.1K
$353K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-1.42K- 8.98% |
$35.5K - $35.7K
|
14.4K
$362K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.5K- 77.32% |
$37.5K - $37.7K
|
440
$11.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.51K- 12.73% |
$37.6K - $37.8K
|
10.3K
$260K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.63K- 0.3% |
$40.7K - $40.9K
|
543K
$13.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.69K- 18.94% |
$42.3K - $42.5K
|
7.25K
$182K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.8K- 9.39% |
$44.9K - $45.1K
|
17.3K
$436K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.85K- 20.44% |
$46.2K - $46.5K
|
7.2K
$181K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.85K- 71.15% |
$46.2K - $46.5K
|
750
$18.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2K- 9.09% |
$50K - $50.3K
|
20K
$503K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.02K- 41.77% |
$50.5K - $50.8K
|
2.82K
$70.9K
|