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
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-10.1K- 19.79% |
$252K - $254K
|
41K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-11.4K- 20.58% |
$284K - $285K
|
43.8K
$1.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-11.9K- 4.03% |
$298K - $300K
|
284K
$7.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-12.6K- 2.74% |
$315K - $317K
|
448K
$11.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-12.7K- 45.11% |
$316K - $318K
|
15.4K
$387K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-12.8K- 14.22% |
$319K - $321K
|
77K
$1.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 38.84% |
$339K - $341K
|
21.4K
$538K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-14.2K- 16.39% |
$356K - $358K
|
72.7K
$1.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-15.1K- 5.54% |
$377K - $379K
|
257K
$6.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.3K- 1.98% |
$382K - $384K
|
758K
$19.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.8K- 15.34% |
$396K - $398K
|
87.4K
$2.2M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-16.3K- 8.35% |
$406K - $409K
|
178K
$4.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-17K- 2.1% |
$425K - $427K
|
795K
$20M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-18.2K- 53.88% |
$454K - $457K
|
15.6K
$391K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-18.2K- 31.09% |
$455K - $458K
|
40.4K
$1.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-19.3K- 25.53% |
$483K - $486K
|
56.4K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.6K- 3.53% |
$489K - $492K
|
534K
$13.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-20.5K- 27.79% |
$513K - $516K
|
53.3K
$1.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-21.7K- 14.14% |
$541K - $544K
|
132K
$3.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-25.7K- 4.02% |
$641K - $645K
|
613K
$15.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-25.9K- 7.5% |
$646K - $650K
|
319K
$8.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-27.1K- 10.36% |
$677K - $681K
|
235K
$5.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-27.2K- 24.39% |
$680K - $684K
|
84.4K
$2.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-27.7K- 35.18% |
$691K - $695K
|
51K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.4K- 3.56% |
$709K - $713K
|
768K
$19.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-28.8K- 5.67% |
$719K - $723K
|
478K
$12M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-30K- 59.98% |
$749K - $753K
|
20K
$503K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-31.6K- 16.03% |
$789K - $793K
|
165K
$4.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-33.1K- 49.65% |
$828K - $833K
|
33.6K
$845K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34.2K- 37.93% |
$855K - $860K
|
56K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-35.2K- 18.58% |
$881K - $886K
|
155K
$3.89M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-35.3K- 6.2% |
$883K - $888K
|
535K
$13.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-36.2K- 10.4% |
$904K - $910K
|
312K
$7.84M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-42.8K- 20.65% |
$1.07M - $1.07M
|
164K
$4.13M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-43.9K- 8.73% |
$1.1M - $1.1M
|
459K
$11.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50.6K- 11.77% |
$1.26M - $1.27M
|
379K
$9.54M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-55.1K- 71.45% |
$1.38M - $1.38M
|
22K
$553K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-55.7K- 33.48% |
$1.39M - $1.4M
|
111K
$2.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-57K- 32.58% |
$1.42M - $1.43M
|
118K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-60K- 6.14% |
$1.5M - $1.51M
|
917K
$23.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-60.5K- 75.58% |
$1.51M - $1.52M
|
19.6K
$492K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-61.4K- 24.81% |
$1.53M - $1.54M
|
186K
$4.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-73K- 99.32% |
$1.82M - $1.83M
|
500
$12.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-75.4K- 22.72% |
$1.88M - $1.89M
|
256K
$6.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-77.7K- 8.05% |
$1.94M - $1.95M
|
888K
$22.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-78.2K- 2.68% |
$1.95M - $1.96M
|
2.84M
$71.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-87.6K- 4.98% |
$2.19M - $2.2M
|
1.67M
$42M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-95.2K- 70.33% |
$2.38M - $2.39M
|
40.1K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-97.9K- 25.06% |
$2.44M - $2.46M
|
293K
$7.36M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-98.5K- 9.62% |
$2.46M - $2.47M
|
925K
$23.3M
|