Purchases and Sales Made in Q3 2023 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 2023. 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
Nov 06, 2023 Q3 2023	Hm Payson & CO Portland, ME	BUY	-	1.82M + 1465.67%	$44.5M - $44.9M	1.94M $48.8M
Oct 11, 2023 Q3 2023	Ae Wealth Management LLC	BUY	-	1.28M + 767.11%	$31.3M - $31.6M	1.44M $36.3M
Oct 12, 2023 Q3 2023	Granite Bay Wealth Management, LLC	BUY	-	1.15M + 6200.0%	$28.1M - $28.4M	1.17M $29.3M
Oct 10, 2023 Q3 2023	Mid American Wealth Advisory Group, Inc. Kansas City, MO	BUY	-	653K New	$16M - $16.2M	653K $16.4M
Oct 18, 2023 Q3 2023	Nova Point Capital, LLC	BUY	-	516K + 1377.75%	$12.6M - $12.8M	553K $13.9M
Nov 13, 2023 Q3 2023	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	512K + 69.85%	$12.6M - $12.7M	1.24M $31.3M
Nov 14, 2023 Q3 2023	New Edge Advisors, LLC New Orleans, LA	BUY	-	494K + 21.65%	$12.1M - $12.2M	2.78M $69.8M
Nov 09, 2023 Q3 2023	Ruggaard & Associates LLC Twinsburg, OH	BUY	-	423K New	$10.4M - $10.5M	423K $10.6M
Oct 10, 2023 Q3 2023	Matthew Goff Investment Advisor, LLC	BUY	-	313K + 555.96%	$7.67M - $7.74M	369K $9.28M
Nov 13, 2023 Q3 2023	Commonwealth Financial Services, LLC Parkersburg, WV	BUY	-	221K New	$5.43M - $5.47M	221K $5.57M
Oct 11, 2023 Q3 2023	Cwm, LLC	BUY	-	215K + 377.23%	$5.28M - $5.33M	273K $6.85M
Nov 13, 2023 Q3 2023	Stifel Financial Corp St. Louis, MO	BUY	-	198K + 15.35%	$4.87M - $4.91M	1.49M $37.5M
Oct 13, 2023 Q3 2023	Cliftonlarsonallen Wealth Advisors, LLC	BUY	-	188K + 123.58%	$4.62M - $4.66M	340K $8.56M
Oct 17, 2023 Q3 2023	Howland Capital Management LLC	BUY	-	186K + 61.81%	$4.57M - $4.61M	488K $12.3M
Nov 07, 2023 Q3 2023	Sound View Wealth Advisors Group, LLC	BUY	-	168K + 24.28%	$4.13M - $4.16M	862K $21.7M
Nov 13, 2023 Q3 2023	Envestnet Asset Management Inc	BUY	-	160K + 12.3%	$3.93M - $3.96M	1.46M $36.8M
Nov 15, 2023 Q3 2023	Morgan Stanley New York, NY	BUY	-	145K + 4.56%	$3.55M - $3.58M	3.32M $83.4M
Nov 13, 2023 Q3 2023	Cary Street Partners Investment Advisory LLC Richmond, VA	BUY	-	123K + 196.69%	$3.01M - $3.04M	185K $4.65M
Nov 09, 2023 Q3 2023	Arrow Financial Corp	BUY	-	108K + 31.05%	$2.66M - $2.68M	458K $11.5M
Nov 14, 2023 Q3 2023	Beacon Pointe Advisors, LLC Newport Beach, CA	BUY	-	107K + 29.25%	$2.63M - $2.66M	474K $11.9M
Nov 13, 2023 Q3 2023	Madden Advisory Services, Inc.	BUY	-	99.4K + 131.63%	$2.44M - $2.46M	175K $4.4M
Nov 08, 2023 Q3 2023	Amg National Trust Bank	BUY	-	99.1K + 302.93%	$2.43M - $2.45M	132K $3.32M
Nov 14, 2023 Q3 2023	Inter Ocean Capital Group, LLC Nashville, TN	BUY	-	89.3K + 14.4%	$2.19M - $2.21M	710K $17.8M
Oct 26, 2023 Q3 2023	Clear Harbor Asset Management, LLC	BUY	-	88.2K + 53.89%	$2.16M - $2.18M	252K $6.34M
Oct 13, 2023 Q3 2023	Weaver Consulting Group	BUY	-	87.9K New	$2.16M - $2.17M	87.9K $2.21M
Nov 14, 2023 Q3 2023	Ken Griffin Citadel Advisors LLC \| Chicago, Il	BUY	-	78.8K New	$1.93M - $1.95M	78.8K $1.98M
Nov 13, 2023 Q3 2023	Wealth Enhancement Advisory Services, LLC	BUY	-	77.3K New	$1.9M - $1.91M	77.3K $1.95M
Nov 13, 2023 Q3 2023	Benjamin F. Edwards & Company, Inc. St. Louis, MO	BUY	-	65.4K + 8.11%	$1.6M - $1.62M	871K $21.9M
Nov 14, 2023 Q3 2023	Cetera Investment Advisers Schaumburg, IL	BUY	-	63.4K + 374.96%	$1.55M - $1.57M	80.3K $2.02M
Nov 07, 2023 Q3 2023	New England Private Wealth Advisors LLC Wellesley, MA	BUY	-	60.5K New	$1.49M - $1.5M	60.5K $1.52M
Nov 14, 2023 Q3 2023	Jim Simons Renaissance Technologies LLC \| New York, Ny	BUY	-	56K + 94.12%	$1.37M - $1.39M	116K $2.9M
Nov 14, 2023 Q3 2023	Old Mission Capital LLC	BUY	-	54.7K + 174.24%	$1.34M - $1.35M	86.1K $2.17M
Nov 06, 2023 Q3 2023	Eldridge Investment Advisors, Inc. Manchester, NH	BUY	-	54.2K + 332.54%	$1.33M - $1.34M	70.5K $1.77M
Nov 15, 2023 Q3 2023	Journey Advisory Group, LLC	BUY	-	52.9K + 14.78%	$1.3M - $1.31M	411K $10.3M
Nov 16, 2023 Q3 2023	Creative Planning Overland Park, KS	BUY	-	50.3K + 14.63%	$1.23M - $1.24M	394K $9.9M
Nov 13, 2023 Q3 2023	Mariner, LLC Overland Park, KS	BUY	-	41.2K + 9.74%	$1.01M - $1.02M	464K $11.7M
Nov 13, 2023 Q3 2023	Mercer Global Advisors Inc Denver, CO	BUY	-	41.2K + 3.04%	$1.01M - $1.02M	1.39M $35.1M
Nov 08, 2023 Q3 2023	Spinnaker Trust	BUY	-	41K + 213.37%	$1.01M - $1.02M	60.3K $1.52M
Oct 19, 2023 Q3 2023	Mcf Advisors LLC Covington, KY	BUY	-	39.1K + 11.95%	$959K - $967K	366K $9.21M
Oct 10, 2023 Q3 2023	Strid Group, LLC	BUY	-	39K + 14.52%	$956K - $964K	308K $7.73M
Nov 14, 2023 Q3 2023	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	38.7K New	$950K - $958K	38.7K $974K
Oct 30, 2023 Q3 2023	Endowment Wealth Management, Inc. Appleton, WI	BUY	-	38.5K + 110.88%	$944K - $952K	73.2K $1.84M
Nov 09, 2023 Q3 2023	Deutsche Bank Ag\ Frankfurt Am Main, 2M	BUY	-	36.5K + 51.41%	$896K - $904K	108K $2.71M
Nov 01, 2023 Q3 2023	Sightline Wealth Advisors, LLC	BUY	-	36.3K New	$891K - $898K	36.3K $913K
Nov 09, 2023 Q3 2023	Kesler, Norman & Wride, LLC	BUY	-	35.4K + 24.18%	$869K - $876K	182K $4.57M
Nov 13, 2023 Q3 2023	Motley Fool Wealth Management, LLC Alexandria, VA	BUY	-	35K + 3.7%	$859K - $866K	981K $24.7M
Nov 07, 2023 Q3 2023	Kestra Private Wealth Services, LLC	BUY	-	35K New	$858K - $866K	35K $880K
Nov 09, 2023 Q3 2023	Kestra Advisory Services, LLC	BUY	-	34.8K + 13.43%	$853K - $860K	294K $7.39M
Oct 26, 2023 Q3 2023	Keeler T Homas Management LLC	BUY	-	33.4K + 5.92%	$820K - $827K	599K $15.1M
Oct 30, 2023 Q3 2023	Redw Wealth LLC	BUY	-	33.1K New	$811K - $818K	33.1K $832K

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Account

Purchases and Sales Made in Q3 2023 in Ishares Ibonds Dec 2024 Term C (IBDP)

1.82M

1.28M

1.15M

653K

516K

512K

494K

423K

313K

221K

215K

198K

188K

186K

168K

160K

145K

123K

108K

107K

99.4K

99.1K

89.3K

88.2K

87.9K

78.8K

77.3K

65.4K

63.4K

60.5K

56K

54.7K

54.2K

52.9K

50.3K

41.2K

41.2K

41K

39.1K

39K

38.7K

38.5K

36.5K

36.3K

35.4K

35K

35K

34.8K

33.4K

33.1K

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