Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.09MNew |
$26.5M - $27.1M
|
1.09M
$27.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
886K+ 70.9% |
$21.5M - $22.1M
|
2.14M
$53.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
865K+ 2698.17% |
$21M - $21.5M
|
897K
$22.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
661K+ 34.01% |
$16.1M - $16.5M
|
2.6M
$65.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
590K+ 11.86% |
$14.3M - $14.7M
|
5.56M
$140M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
511K+ 85.69% |
$12.4M - $12.7M
|
1.11M
$27.8M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
288K+ 54.95% |
$7.01M - $7.18M
|
813K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
288K+ 33.77% |
$6.99M - $7.16M
|
1.14M
$28.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
244K+ 36.62% |
$5.92M - $6.07M
|
909K
$22.9M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
233K+ 30.65% |
$5.67M - $5.81M
|
995K
$25M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
232K+ 117.71% |
$5.64M - $5.78M
|
429K
$10.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
226K+ 33.49% |
$5.49M - $5.63M
|
901K
$22.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
218K+ 51.32% |
$5.29M - $5.43M
|
642K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
191K+ 122.62% |
$4.64M - $4.75M
|
347K
$8.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
185KNew |
$4.48M - $4.6M
|
185K
$4.64M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
182K+ 26.61% |
$4.43M - $4.54M
|
868K
$21.8M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
161KNew |
$3.92M - $4.01M
|
161K
$4.05M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
155K+ 9.21% |
$3.76M - $3.85M
|
1.84M
$46.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
129K+ 81.96% |
$3.13M - $3.21M
|
286K
$7.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
120K+ 32.29% |
$2.93M - $3M
|
493K
$12.4M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
117KNew |
$2.84M - $2.91M
|
117K
$2.94M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
111KNew |
$2.69M - $2.75M
|
111K
$2.78M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
107K+ 61.49% |
$2.61M - $2.67M
|
282K
$7.09M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
102K+ 25.15% |
$2.48M - $2.54M
|
509K
$12.8M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
96.4K+ 20.06% |
$2.34M - $2.4M
|
577K
$14.5M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
95.5K+ 114.27% |
$2.32M - $2.38M
|
179K
$4.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
87.1KNew |
$2.12M - $2.17M
|
87.1K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
86.4K+ 61.21% |
$2.1M - $2.15M
|
228K
$5.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
77.5K+ 9491.31% |
$1.88M - $1.93M
|
78.4K
$1.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
76.2K+ 735.88% |
$1.85M - $1.9M
|
86.5K
$2.18M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
76KNew |
$1.85M - $1.89M
|
76K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.1K+ 155.86% |
$1.63M - $1.67M
|
110K
$2.77M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
61.2K+ 2.71% |
$1.49M - $1.52M
|
2.32M
$58.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
60.1KNew |
$1.46M - $1.5M
|
60.1K
$1.51M
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
58.7K+ 236.92% |
$1.43M - $1.46M
|
83.5K
$2.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
50.7K+ 14.57% |
$1.23M - $1.26M
|
399K
$10M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50.1K+ 151.21% |
$1.22M - $1.25M
|
83.2K
$2.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.1K+ 92.08% |
$1.12M - $1.15M
|
96.2K
$2.42M
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
44.6K+ 124.27% |
$1.08M - $1.11M
|
80.5K
$2.02M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.2K+ 8.77% |
$1.05M - $1.07M
|
535K
$13.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
40.3K+ 10.03% |
$979K - $1M
|
442K
$11.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
40K+ 33.69% |
$972K - $996K
|
159K
$3.99M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
37.5K+ 48.32% |
$911K - $933K
|
115K
$2.89M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
37.5K+ 3.29% |
$910K - $933K
|
1.18M
$29.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
35.8K+ 19.18% |
$871K - $892K
|
223K
$5.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
35.6K+ 15.78% |
$865K - $887K
|
261K
$6.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
34.6K+ 57.67% |
$840K - $861K
|
94.5K
$2.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
29.5K+ 11.51% |
$716K - $733K
|
285K
$7.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
27.3KNew |
$664K - $680K
|
27.3K
$687K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.7K+ 5.47% |
$623K - $639K
|
495K
$12.4M
|