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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
24.6K+ 47.97% |
$599K - $614K
|
76K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
21.3K+ 204.59% |
$517K - $530K
|
31.7K
$797K
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
19.2K+ 115.4% |
$467K - $479K
|
35.9K
$903K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.1KNew |
$465K - $476K
|
19.1K
$481K
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
19.1KNew |
$463K - $474K
|
19.1K
$479K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
18.7KNew |
$453K - $465K
|
18.7K
$469K
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
17.9K+ 17.51% |
$434K - $445K
|
120K
$3.01M
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
17.3K+ 4.8% |
$420K - $430K
|
377K
$9.49M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.9K+ 7.03% |
$411K - $421K
|
257K
$6.47M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.2KNew |
$394K - $404K
|
16.2K
$408K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.9KNew |
$385K - $395K
|
15.9K
$399K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.9K+ 6.45% |
$361K - $370K
|
245K
$6.17M
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
14.7K+ 3.42% |
$358K - $367K
|
446K
$11.2M
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$352K - $361K
|
14.5K
$365K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.7KNew |
$334K - $342K
|
13.7K
$345K
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
13.4K+ 13.24% |
$325K - $333K
|
115K
$2.88M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.3K+ 6.52% |
$324K - $332K
|
218K
$5.47M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 3.03% |
$320K - $327K
|
448K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.1KNew |
$318K - $326K
|
13.1K
$329K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13K+ 5000.0% |
$316K - $324K
|
13.3K
$333K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.5K+ 35.91% |
$303K - $311K
|
47.3K
$1.19M
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
11.4KNew |
$276K - $283K
|
11.4K
$285K
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
11.3K+ 13.37% |
$275K - $282K
|
95.9K
$2.41M
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
11.2KNew |
$271K - $278K
|
11.2K
$280K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.1KNew |
$269K - $275K
|
11.1K
$278K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.9K+ 59.79% |
$265K - $272K
|
29.2K
$734K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.8K+ 33.73% |
$261K - $268K
|
42.6K
$1.07M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7K+ 25.28% |
$260K - $267K
|
53.1K
$1.33M
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.7K+ 13.49% |
$259K - $266K
|
89.8K
$2.26M
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9.19K+ 4.29% |
$223K - $229K
|
223K
$5.62M
|
|
Nov 14, 2022
Q3 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
8.77K+ 34.04% |
$213K - $218K
|
34.5K
$869K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.61KNew |
$209K - $214K
|
8.61K
$217K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.36K+ 42.47% |
$203K - $208K
|
28K
$705K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.33K+ 53.04% |
$202K - $207K
|
24K
$605K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
8.15K+ 17.55% |
$198K - $203K
|
54.6K
$1.37M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7.86K+ 142.93% |
$191K - $196K
|
13.4K
$336K
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
6.96K+ 3.06% |
$169K - $173K
|
234K
$5.9M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.66K+ 7.01% |
$162K - $166K
|
102K
$2.55M
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
6.59K+ 51.68% |
$160K - $164K
|
19.4K
$487K
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
6.27K+ 8.25% |
$152K - $156K
|
82.3K
$2.07M
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.2K+ 74.25% |
$151K - $154K
|
14.6K
$366K
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
5.91K+ 2.38% |
$144K - $147K
|
254K
$6.4M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.71K+ 8.01% |
$139K - $142K
|
77K
$1.94M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.32K+ 6.38% |
$129K - $133K
|
88.8K
$2.23M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.19KNew |
$126K - $129K
|
5.19K
$131K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
5.09K+ 2.43% |
$124K - $127K
|
215K
$5.4M
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.99K+ 5.08% |
$121K - $124K
|
103K
$2.59M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.69K+ 2.27% |
$114K - $117K
|
212K
$5.33M
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.61K+ 10.63% |
$112K - $115K
|
47.9K
$1.21M
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.61K+ 1.61% |
$112K - $115K
|
291K
$7.33M
|