Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.54M+ 189.51% |
$37.3M - $37.8M
|
2.35M
$59.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.19M+ 21.36% |
$28.7M - $29.1M
|
6.75M
$170M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
931KNew |
$22.5M - $22.8M
|
931K
$23.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
729K+ 34.13% |
$17.6M - $17.9M
|
2.87M
$72.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
464KNew |
$11.2M - $11.4M
|
464K
$11.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
429K+ 34.6% |
$10.4M - $10.5M
|
1.67M
$42M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
403KNew |
$9.74M - $9.88M
|
403K
$10.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
391K+ 209.1% |
$9.44M - $9.57M
|
578K
$14.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
390K+ 35.24% |
$9.43M - $9.56M
|
1.5M
$37.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
364K+ 56.61% |
$8.79M - $8.91M
|
1.01M
$25.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
352K+ 319.62% |
$8.51M - $8.63M
|
462K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
326K+ 17.75% |
$7.88M - $7.99M
|
2.16M
$54.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
286K+ 364.5% |
$6.9M - $7M
|
364K
$9.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
246K+ 108.1% |
$5.95M - $6.03M
|
474K
$11.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
234KNew |
$5.64M - $5.72M
|
234K
$5.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
231KNew |
$5.59M - $5.67M
|
231K
$5.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
221KNew |
$5.35M - $5.42M
|
221K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
214KNew |
$5.18M - $5.25M
|
214K
$5.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
188K+ 131.46% |
$4.55M - $4.62M
|
332K
$8.34M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
173K+ 1786.94% |
$4.19M - $4.25M
|
183K
$4.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
170K+ 18.71% |
$4.11M - $4.17M
|
1.08M
$27.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
169K+ 1354.45% |
$4.08M - $4.14M
|
181K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
160K+ 15.44% |
$3.86M - $3.91M
|
1.19M
$30M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
152KNew |
$3.68M - $3.73M
|
152K
$3.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
140K+ 862.43% |
$3.38M - $3.42M
|
156K
$3.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
131KNew |
$3.17M - $3.21M
|
131K
$3.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
128K+ 14.21% |
$3.09M - $3.13M
|
1.03M
$25.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
122K+ 22.8% |
$2.95M - $2.99M
|
657K
$16.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
121KNew |
$2.92M - $2.96M
|
121K
$3.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
120K+ 719.28% |
$2.89M - $2.93M
|
136K
$3.42M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
110K+ 11.02% |
$2.65M - $2.69M
|
1.1M
$27.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
107KNew |
$2.58M - $2.62M
|
107K
$2.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
100K+ 94.6% |
$2.42M - $2.45M
|
206K
$5.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
99K+ 24.81% |
$2.39M - $2.42M
|
498K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
94.1KNew |
$2.27M - $2.31M
|
94.1K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
94K+ 45.06% |
$2.27M - $2.3M
|
303K
$7.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
92.9K+ 18.83% |
$2.25M - $2.28M
|
586K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
85.3K+ 102.52% |
$2.06M - $2.09M
|
169K
$4.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
78.4K+ 15.84% |
$1.89M - $1.92M
|
573K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
76.3KNew |
$1.85M - $1.87M
|
76.3K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
72.3KNew |
$1.75M - $1.77M
|
72.3K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.3K+ 16.37% |
$1.7M - $1.72M
|
500K
$12.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
69K+ 2.65% |
$1.67M - $1.69M
|
2.67M
$67.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
67.7K+ 36.66% |
$1.64M - $1.66M
|
252K
$6.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
67.4K+ 112.09% |
$1.63M - $1.65M
|
128K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
64.6KNew |
$1.56M - $1.58M
|
64.6K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
64KNew |
$1.55M - $1.57M
|
64K
$1.61M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
60.5K+ 10.48% |
$1.46M - $1.48M
|
638K
$16M
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
59.8K+ 25.51% |
$1.45M - $1.47M
|
294K
$7.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.9K+ 16.72% |
$1.4M - $1.42M
|
405K
$10.2M
|