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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
32.7KNew |
$803K - $810K
|
32.7K
$823K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.2K+ 2.86% |
$716K - $723K
|
1.05M
$26.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
28.9K+ 11.9% |
$708K - $714K
|
271K
$6.83M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 2.15% |
$701K - $707K
|
1.36M
$34.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.8K+ 3.8% |
$683K - $689K
|
760K
$19.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
27.8KNew |
$682K - $687K
|
27.8K
$699K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.1K+ 22.45% |
$665K - $670K
|
148K
$3.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.9K+ 3.21% |
$611K - $616K
|
801K
$20.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
24.6K+ 2.18% |
$604K - $609K
|
1.15M
$29M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
24.5K+ 1.38% |
$602K - $607K
|
1.81M
$45.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
24.4K+ 26.05% |
$599K - $604K
|
118K
$2.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
21.6K+ 12.42% |
$531K - $535K
|
196K
$4.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.5K+ 175.37% |
$528K - $533K
|
33.8K
$851K
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
21.3KNew |
$522K - $526K
|
21.3K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 1.37% |
$520K - $524K
|
1.56M
$39.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
21.2K+ 68.67% |
$519K - $524K
|
52K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.7K+ 3.25% |
$483K - $487K
|
625K
$15.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
19.4KNew |
$475K - $480K
|
19.4K
$487K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
18.9K+ 34.98% |
$463K - $467K
|
72.8K
$1.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
17.4K+ 9.74% |
$427K - $431K
|
196K
$4.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.1K+ 42.45% |
$420K - $424K
|
57.5K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
16.5K+ 1.63% |
$406K - $409K
|
1.03M
$26M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.4K+ 3.09% |
$402K - $406K
|
547K
$13.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
15.6K+ 24.57% |
$382K - $385K
|
79K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.2K+ 93.49% |
$373K - $376K
|
31.4K
$791K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
14.9K+ 1.48% |
$365K - $369K
|
1.02M
$25.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
14.2K+ 4.09% |
$348K - $351K
|
361K
$9.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.9K+ 25.43% |
$341K - $344K
|
68.6K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
13.5KNew |
$331K - $334K
|
13.5K
$340K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.7KNew |
$313K - $315K
|
12.7K
$320K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 6.66% |
$307K - $310K
|
201K
$5.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
12.4K+ 8.56% |
$305K - $307K
|
158K
$3.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12.3KNew |
$302K - $305K
|
12.3K
$310K
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
12.1KNew |
$298K - $300K
|
12.1K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
12.1KNew |
$296K - $298K
|
12.1K
$303K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.6K+ 3.77% |
$286K - $288K
|
321K
$8.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
11.6K+ 38.96% |
$284K - $286K
|
41.3K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5K+ 4.85% |
$283K - $285K
|
249K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11K+ 2.23% |
$271K - $273K
|
507K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.9KNew |
$267K - $269K
|
10.9K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
10.8K+ 31.62% |
$264K - $266K
|
44.8K
$1.13M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
10.6K+ 88.1% |
$259K - $261K
|
22.5K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
10.4K+ 10.65% |
$255K - $257K
|
108K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 9.44% |
$254K - $256K
|
120K
$3.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
10.3KNew |
$253K - $255K
|
10.3K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
10.2KNew |
$250K - $253K
|
10.2K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.98KNew |
$245K - $247K
|
9.98K
$251K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.86KNew |
$242K - $244K
|
9.86K
$248K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.78K+ 40.07% |
$240K - $242K
|
34.2K
$860K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9.68KNew |
$237K - $239K
|
9.68K
$243K
|