Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.8K+ 9.1% |
$170K - $172K
|
81.6K
$2.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.31K+ 7.7% |
$158K - $159K
|
88.3K
$2.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.11K+ 28.58% |
$153K - $154K
|
27.5K
$691K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.27K+ 7.1% |
$132K - $133K
|
79.5K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4.89K+ 45.83% |
$122K - $123K
|
15.6K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.68K+ 90.33% |
$117K - $118K
|
9.86K
$248K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.98K+ 3.22% |
$99.8K - $100K
|
128K
$3.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.81K+ 3.79% |
$95.3K - $95.9K
|
104K
$2.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.66K+ 4.82% |
$91.6K - $92.2K
|
79.6K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.65K+ 2.68% |
$91.4K - $92K
|
140K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
3.57K+ 3.3% |
$89.4K - $90K
|
112K
$2.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 16.78% |
$86.2K - $86.7K
|
24K
$602K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.41K+ 9.41% |
$85.3K - $85.8K
|
39.6K
$996K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.32K+ 1.15% |
$83.1K - $83.6K
|
292K
$7.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.09K+ 9.05% |
$77.4K - $78K
|
37.3K
$937K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.05K+ 30.2% |
$76.3K - $76.8K
|
13.1K
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.84K+ 0.73% |
$71.2K - $71.6K
|
390K
$9.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.78K+ 0.5% |
$69.6K - $70.1K
|
559K
$14.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.48K+ 6.71% |
$62.2K - $62.6K
|
39.5K
$994K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.46K+ 214.76% |
$61.6K - $62K
|
3.6K
$90.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.39K+ 42.15% |
$59.9K - $60.3K
|
8.06K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.99K+ 4.67% |
$49.9K - $50.2K
|
44.7K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.83K+ 3.26% |
$45.8K - $46.1K
|
57.8K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.75KNew |
$43.9K - $44.2K
|
1.75K
$44.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.58KNew |
$39.5K - $39.7K
|
1.58K
$39.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.47K+ 4.29% |
$36.8K - $37K
|
35.7K
$899K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.16KNew |
$29.1K - $29.3K
|
1.16K
$29.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.13K+ 2.5% |
$28.3K - $28.5K
|
46.2K
$1.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
1K+ 9.02% |
$25.1K - $25.3K
|
12.1K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
956+ 2.31% |
$23.9K - $24.1K
|
42.3K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
942+ 4.59% |
$23.6K - $23.7K
|
21.4K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
845+ 0.84% |
$21.2K - $21.3K
|
101K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
767+ 2.14% |
$19.2K - $19.3K
|
36.6K
$920K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
675New |
$16.9K - $17K
|
675
$17K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
615New |
$15.4K - $15.5K
|
615
$15.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
609+ 1.98% |
$15.2K - $15.4K
|
31.4K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
608+ 3.88% |
$15.2K - $15.3K
|
16.3K
$409K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
599New |
$15K - $15.1K
|
599
$15.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
550New |
$13.8K - $13.9K
|
550
$13.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
530+ 1.87% |
$13.3K - $13.4K
|
28.8K
$725K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
520+ 10.28% |
$13K - $13.1K
|
5.58K
$140K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
504+ 53.11% |
$12.6K - $12.7K
|
1.45K
$36.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
395+ 7.42% |
$9.89K - $9.96K
|
5.72K
$144K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
378+ 1.14% |
$9.47K - $9.53K
|
33.7K
$846K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
287New |
$7.19K - $7.24K
|
287
$7.22K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
280+ 0.11% |
$7.01K - $7.06K
|
265K
$6.67M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
226+ 0.78% |
$5.66K - $5.7K
|
29.1K
$731K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
205+ 1.0% |
$5.13K - $5.17K
|
20.7K
$520K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
177+ 0.84% |
$4.43K - $4.46K
|
21.4K
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
175+ 0.06% |
$4.38K - $4.41K
|
307K
$7.71M
|