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 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-8.74K- 18.22% |
$214K - $216K
|
39.2K
$986K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.1K- 1.58% |
$248K - $250K
|
630K
$15.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-10.3K- 5.07% |
$253K - $255K
|
193K
$4.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.7K- 9.54% |
$263K - $265K
|
102K
$2.55M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-12K- 34.31% |
$294K - $297K
|
23K
$578K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12K- 35.29% |
$294K - $297K
|
22K
$553K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.5K- 33.51% |
$331K - $334K
|
26.8K
$673K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-14.6K- 20.06% |
$358K - $361K
|
58.2K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-15.6K- 11.83% |
$381K - $385K
|
116K
$2.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-18K- 5.36% |
$442K - $446K
|
318K
$8.01M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-19.5K- 70.06% |
$478K - $482K
|
8.33K
$210K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-20.9K- 3.6% |
$513K - $518K
|
561K
$14.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-21.2K- 21.06% |
$521K - $525K
|
79.6K
$2M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-23.8K- 60.89% |
$584K - $589K
|
15.3K
$385K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-26.7K- 13.71% |
$656K - $661K
|
168K
$4.23M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-32.1K- 88.14% |
$786K - $793K
|
4.32K
$109K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-34.9K- 35.4% |
$855K - $862K
|
63.6K
$1.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-35.1K- 6.63% |
$861K - $868K
|
494K
$12.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-35.4K- 7.79% |
$869K - $877K
|
420K
$10.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-37K- 64.16% |
$908K - $916K
|
20.7K
$520K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-43.1K- 31.38% |
$1.06M - $1.07M
|
94.4K
$2.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-43.3K- 13.28% |
$1.06M - $1.07M
|
283K
$7.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-55.3K- 9.21% |
$1.36M - $1.37M
|
545K
$13.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-57.7K- 45.62% |
$1.42M - $1.43M
|
68.8K
$1.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-74.3K- 11.0% |
$1.82M - $1.84M
|
601K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-91.6K- 31.36% |
$2.25M - $2.26M
|
200K
$5.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-108K- 4.06% |
$2.64M - $2.67M
|
2.55M
$64M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-111K- 27.77% |
$2.72M - $2.75M
|
289K
$7.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-115K- 89.69% |
$2.82M - $2.85M
|
13.2K
$333K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-119K- 6.21% |
$2.92M - $2.94M
|
1.8M
$45.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129K- 9.72% |
$3.16M - $3.19M
|
1.2M
$30.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-137K- 54.25% |
$3.37M - $3.4M
|
116K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-142K- 75.93% |
$3.48M - $3.51M
|
44.9K
$1.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-215K- 37.52% |
$5.28M - $5.33M
|
358K
$9.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-230K- 99.77% |
$5.65M - $5.69M
|
523
$13.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-285K- 32.46% |
$7M - $7.06M
|
594K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-427K- 18.01% |
$10.5M - $10.6M
|
1.95M
$48.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-493K- 55.88% |
$12.1M - $12.2M
|
389K
$9.79M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.15M- 88.91% |
$52.8M - $53.2M
|
268K
$6.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-6.05M- 96.01% |
$148M - $150M
|
251K
$6.32M
|