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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-516- 63.47% |
$12.7K - $12.8K
|
297
$7.47K
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-565- 3.65% |
$13.9K - $14K
|
14.9K
$375K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-582- 2.47% |
$14.3K - $14.4K
|
23K
$578K
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-591- 0.31% |
$14.5K - $14.6K
|
190K
$4.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-600- 1.51% |
$14.7K - $14.8K
|
39.3K
$987K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-601- 3.55% |
$14.7K - $14.9K
|
16.3K
$411K
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-609- 4.34% |
$14.9K - $15.1K
|
13.4K
$338K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-644- 3.68% |
$15.8K - $15.9K
|
16.9K
$424K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-678- 0.5% |
$16.6K - $16.8K
|
136K
$3.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-758- 3.55% |
$18.6K - $18.8K
|
20.6K
$519K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-770- 5.36% |
$18.9K - $19K
|
13.6K
$342K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-822- 0.74% |
$20.2K - $20.3K
|
110K
$2.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.1K- 1.98% |
$27K - $27.2K
|
54.4K
$1.37M
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.16K- 2.45% |
$28.4K - $28.6K
|
46.1K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.23K- 0.94% |
$30.3K - $30.5K
|
130K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.33K- 8.01% |
$32.5K - $32.8K
|
15.2K
$383K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.41K- 0.63% |
$34.5K - $34.8K
|
223K
$5.61M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.51K- 4.53% |
$37.1K - $37.4K
|
31.8K
$801K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.67K- 5.01% |
$41.1K - $41.4K
|
31.8K
$799K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.76K- 3.25% |
$43.1K - $43.5K
|
52.4K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.79K- 9.05% |
$43.8K - $44.2K
|
17.9K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-1.88K- 14.95% |
$46K - $46.4K
|
10.7K
$269K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.88K- 14.2% |
$46.1K - $46.5K
|
11.3K
$285K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.02K- 10.55% |
$49.4K - $49.9K
|
17.1K
$430K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-2.33K- 95.1% |
$57.2K - $57.7K
|
120
$3.02K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.36K- 21.41% |
$57.9K - $58.4K
|
8.67K
$218K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.59K- 2.58% |
$63.5K - $64.1K
|
97.6K
$2.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.6K- 3.54% |
$63.7K - $64.3K
|
70.8K
$1.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.74K- 6.16% |
$67.1K - $67.7K
|
41.7K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.86K- 15.75% |
$70.2K - $70.8K
|
15.3K
$385K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.88K- 3.84% |
$70.6K - $71.2K
|
72.2K
$1.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3K- 2.77% |
$73.5K - $74.1K
|
105K
$2.64M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.15K- 1.06% |
$77.3K - $77.9K
|
294K
$7.4M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.2K- 77.32% |
$78.5K - $79.2K
|
939
$23.6K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.47K- 2.65% |
$85.1K - $85.8K
|
127K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4K- 1.68% |
$98.1K - $99K
|
235K
$5.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-4.07K- 1.32% |
$99.8K - $101K
|
305K
$7.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-4.35K- 2.77% |
$107K - $108K
|
153K
$3.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.39K- 5.25% |
$108K - $109K
|
79.1K
$1.99M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5K- 5.17% |
$123K - $124K
|
91.8K
$2.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.15K- 3.47% |
$126K - $128K
|
143K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.22K- 21.52% |
$128K - $129K
|
19K
$479K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-6.28K- 10.61% |
$154K - $155K
|
52.9K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-6.36K- 1.46% |
$156K - $157K
|
430K
$10.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6.66K- 38.58% |
$163K - $165K
|
10.6K
$267K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-6.79K- 1.53% |
$166K - $168K
|
436K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-6.88K- 32.19% |
$169K - $170K
|
14.5K
$364K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.63K- 0.43% |
$187K - $189K
|
1.76M
$44.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-8.01K- 59.06% |
$197K - $198K
|
5.56K
$140K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-8.16K- 19.26% |
$200K - $202K
|
34.2K
$860K
|