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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.44K- 12.02% |
$36K - $36.3K
|
10.5K
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.5K- 14.52% |
$37.5K - $37.8K
|
8.82K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.5K- 9.83% |
$37.7K - $37.9K
|
13.8K
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.54K- 1.24% |
$38.6K - $38.8K
|
123K
$3.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.63K- 1.3% |
$40.7K - $41K
|
123K
$3.1M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.76K- 19.48% |
$44.1K - $44.4K
|
7.27K
$183K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.76K- 13.16% |
$44.1K - $44.4K
|
11.6K
$292K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.8K- 15.92% |
$45K - $45.3K
|
9.49K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 5.99% |
$49.4K - $49.8K
|
31K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2K- 10.0% |
$50.1K - $50.4K
|
18K
$453K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.09K- 3.33% |
$52.2K - $52.6K
|
60.6K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.18K- 2.09% |
$54.5K - $54.9K
|
102K
$2.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.33K- 20.17% |
$58.4K - $58.8K
|
9.24K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.61K- 8.92% |
$65.5K - $65.9K
|
26.7K
$671K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.64K- 15.46% |
$66.1K - $66.6K
|
14.4K
$363K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.74K- 6.26% |
$68.7K - $69.2K
|
41.1K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.76K- 1.97% |
$69K - $69.5K
|
137K
$3.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.04K- 2.62% |
$76K - $76.5K
|
113K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.17K- 3.06% |
$79.4K - $80K
|
101K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-3.17K- 10.99% |
$79.5K - $80K
|
25.7K
$647K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.24K- 0.72% |
$81.2K - $81.8K
|
445K
$11.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.46K- 3.03% |
$86.6K - $87.2K
|
111K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-3.86K- 0.67% |
$96.7K - $97.3K
|
568K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.89K- 8.62% |
$97.4K - $98.1K
|
41.3K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.91K- 4.68% |
$97.9K - $98.6K
|
79.7K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-3.96K- 9.74% |
$99.2K - $99.8K
|
36.7K
$923K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.99K- 7.36% |
$99.8K - $100K
|
50.2K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.32K- 3.51% |
$108K - $109K
|
119K
$2.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.39K- 8.23% |
$110K - $111K
|
49K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.55K- 2.77% |
$114K - $115K
|
160K
$4.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.81K- 2.36% |
$120K - $121K
|
199K
$4.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.86K- 28.66% |
$122K - $123K
|
12.1K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.07K- 4.58% |
$127K - $128K
|
106K
$2.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.32K- 19.14% |
$133K - $134K
|
22.5K
$565K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5.35K- 4.5% |
$134K - $135K
|
114K
$2.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.67K- 1.18% |
$142K - $143K
|
473K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.82K- 12.77% |
$146K - $147K
|
39.8K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-5.98K- 82.48% |
$150K - $151K
|
1.27K
$31.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-6.21K- 40.34% |
$156K - $157K
|
9.19K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.35K- 11.56% |
$159K - $160K
|
48.6K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.59K- 8.66% |
$165K - $166K
|
69.5K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.72K- 1.69% |
$168K - $169K
|
391K
$9.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-6.72K- 16.29% |
$168K - $170K
|
34.6K
$869K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6.77K- 1.81% |
$169K - $171K
|
368K
$9.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.83K- 3.98% |
$171K - $172K
|
165K
$4.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.25K- 5.38% |
$181K - $183K
|
128K
$3.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.41K- 37.07% |
$186K - $187K
|
12.6K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-7.44K- 3.28% |
$186K - $188K
|
219K
$5.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-7.69K- 19.51% |
$192K - $194K
|
31.7K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.88K- 2.85% |
$197K - $199K
|
269K
$6.77M
|