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 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-8.5K- 3.87% |
$213K - $214K
|
211K
$5.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-8.89K- 2.83% |
$223K - $224K
|
305K
$7.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-9.26K- 57.37% |
$232K - $233K
|
6.88K
$173K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-9.41K- 1.45% |
$236K - $237K
|
638K
$16M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-9.59K- 11.94% |
$240K - $242K
|
70.7K
$1.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.87K- 12.31% |
$247K - $249K
|
70.3K
$1.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-10.5K- 3.67% |
$263K - $265K
|
275K
$6.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-10.6K- 3.72% |
$265K - $267K
|
274K
$6.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10.9K- 42.94% |
$272K - $274K
|
14.5K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.2K- 22.62% |
$280K - $282K
|
38.2K
$961K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-11.4K- 4.42% |
$285K - $287K
|
246K
$6.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-12.3K- 19.91% |
$307K - $309K
|
49.3K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-12.7K- 22.46% |
$317K - $319K
|
43.7K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.9K- 3.09% |
$322K - $325K
|
404K
$10.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-13.9K- 11.68% |
$349K - $352K
|
106K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-14.7K- 12.48% |
$369K - $371K
|
103K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.8K- 7.51% |
$370K - $372K
|
182K
$4.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-15.1K- 5.01% |
$377K - $380K
|
285K
$7.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.1K- 1.65% |
$378K - $380K
|
902K
$22.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-15.1K- 49.71% |
$379K - $381K
|
15.3K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17.2K- 18.57% |
$431K - $434K
|
75.5K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-18.1K- 7.62% |
$453K - $457K
|
220K
$5.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.2K- 33.83% |
$457K - $460K
|
35.7K
$898K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-18.3K- 8.3% |
$458K - $461K
|
202K
$5.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18.3K- 21.73% |
$459K - $462K
|
66.1K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-19.9K- 38.3% |
$499K - $502K
|
32.1K
$807K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-20.1K- 6.86% |
$503K - $507K
|
273K
$6.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-22.2K- 54.87% |
$555K - $559K
|
18.2K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.4K- 23.26% |
$560K - $564K
|
73.8K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.3K- 3.37% |
$583K - $587K
|
668K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.6K- 15.75% |
$616K - $620K
|
132K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27.3K- 2.58% |
$685K - $689K
|
1.03M
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27.5K- 31.43% |
$688K - $692K
|
59.9K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-28.2K- 7.03% |
$707K - $712K
|
373K
$9.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-28.5K- 69.18% |
$715K - $719K
|
12.7K
$320K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-29K- 8.7% |
$725K - $730K
|
304K
$7.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-29.1K- 18.1% |
$728K - $733K
|
132K
$3.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-29.4K- 17.76% |
$735K - $740K
|
136K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-30K- 1.79% |
$750K - $755K
|
1.64M
$41.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.8K- 12.83% |
$771K - $777K
|
209K
$5.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-31.2K- 16.63% |
$780K - $785K
|
156K
$3.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-31.6K- 6.89% |
$792K - $797K
|
427K
$10.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-32.3K- 15.49% |
$808K - $813K
|
176K
$4.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-32.9K- 66.97% |
$823K - $829K
|
16.2K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-34.8K- 5.86% |
$871K - $877K
|
558K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-41.8K- 6.68% |
$1.05M - $1.05M
|
584K
$14.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.7K- 3.67% |
$1.19M - $1.2M
|
1.25M
$31.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-51.2K- 16.41% |
$1.28M - $1.29M
|
261K
$6.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-60.4K- 24.36% |
$1.51M - $1.52M
|
188K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-61.3K- 20.15% |
$1.54M - $1.55M
|
243K
$6.11M
|