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 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
11+ 0.04% |
$267 - $274
|
30.6K
$769K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
2New |
$48.6 - $49.8
|
2
$50.3
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 4.0% |
$122 - $125
|
120
$3.02K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-5- 0.01% |
$122 - $125
|
63.1K
$1.59M
|
|
|
Oct 31, 2022
Q3 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-10- 0.01% |
$243 - $249
|
93.7K
$2.36M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-38- 2.29% |
$923 - $946
|
1.63K
$40.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-231- 2.21% |
$5.61K - $5.75K
|
10.2K
$257K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-280- 2.81% |
$6.8K - $6.97K
|
9.7K
$244K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-310- 0.83% |
$7.53K - $7.72K
|
37K
$930K
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-400- 4.31% |
$9.72K - $9.96K
|
8.87K
$223K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-687- 0.64% |
$16.7K - $17.1K
|
106K
$2.66M
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-698- 4.61% |
$17K - $17.4K
|
14.5K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-759- 0.88% |
$18.4K - $18.9K
|
85.1K
$2.14M
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-994- 1.77% |
$24.2K - $24.8K
|
55.2K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 38.7% |
$24.3K - $24.9K
|
1.58K
$39.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-1.01K- 0.3% |
$24.4K - $25K
|
332K
$8.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.07K- 0.4% |
$25.9K - $26.6K
|
267K
$6.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.47K- 8.07% |
$35.7K - $36.6K
|
16.7K
$421K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.61K- 2.24% |
$39.1K - $40K
|
70.2K
$1.77M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.71K- 11.5% |
$41.5K - $42.5K
|
13.1K
$330K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.73K- 4.5% |
$42K - $43.1K
|
36.7K
$924K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.92K- 1.12% |
$46.6K - $47.8K
|
169K
$4.26M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-1.99K- 2.02% |
$48.5K - $49.7K
|
96.9K
$2.44M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-2.08K- 40.32% |
$50.5K - $51.8K
|
3.08K
$77.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-2.25K- 3.14% |
$54.6K - $56K
|
69.3K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.5K- 6.85% |
$60.8K - $62.3K
|
34K
$855K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.68K- 43.89% |
$65.1K - $66.7K
|
3.42K
$86.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.78K- 1.34% |
$67.5K - $69.1K
|
205K
$5.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.95K- 5.62% |
$71.6K - $73.3K
|
49.5K
$1.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-3.2K- 35.8% |
$77.8K - $79.7K
|
5.74K
$144K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.2K- 22.54% |
$77.8K - $79.7K
|
11K
$277K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.42K- 17.08% |
$83.2K - $85.2K
|
16.6K
$418K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.44K- 1.81% |
$83.6K - $85.6K
|
187K
$4.7M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-3.83K- 9.97% |
$93K - $95.3K
|
34.6K
$870K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.86K- 16.32% |
$93.8K - $96.2K
|
19.8K
$498K
|
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
SELL
|
- |
-4.04K- 1.38% |
$98.2K - $101K
|
289K
$7.27M
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-4.86K- 32.28% |
$118K - $121K
|
10.2K
$256K
|
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
SELL
|
- |
-5.73K- 26.07% |
$139K - $143K
|
16.2K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.8K- 13.21% |
$141K - $144K
|
38.1K
$958K
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-7.47K- 19.69% |
$182K - $186K
|
30.5K
$766K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-7.5K- 43.23% |
$182K - $187K
|
9.85K
$248K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-7.8K- 16.75% |
$190K - $194K
|
38.8K
$975K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-7.81K- 14.57% |
$190K - $194K
|
45.8K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-8.55K- 27.43% |
$208K - $213K
|
22.6K
$569K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.98K- 6.84% |
$218K - $224K
|
122K
$3.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.64K- 50.62% |
$234K - $240K
|
9.41K
$237K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-10.2K- 18.51% |
$249K - $255K
|
45K
$1.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-11.6K- 84.62% |
$281K - $288K
|
2.1K
$52.9K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.1K- 8.93% |
$342K - $350K
|
143K
$3.61M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-14.6K- 27.36% |
$355K - $364K
|
38.8K
$976K
|