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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
15.9KNew |
$385K - $391K
|
15.9K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
15.3KNew |
$370K - $375K
|
15.3K
$385K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
14.6K+ 5.13% |
$354K - $359K
|
300K
$7.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
14.3K+ 559.39% |
$345K - $350K
|
16.8K
$423K
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
13.9KNew |
$336K - $340K
|
13.9K
$349K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
13.5KNew |
$327K - $331K
|
13.5K
$340K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.4KNew |
$325K - $329K
|
13.4K
$338K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
12.4K+ 4.35% |
$300K - $304K
|
298K
$7.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
12.2K+ 59.75% |
$295K - $299K
|
32.6K
$821K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 11.52% |
$283K - $287K
|
113K
$2.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9K+ 22.11% |
$264K - $268K
|
60.4K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 113.47% |
$258K - $262K
|
20.1K
$505K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10.6K+ 73.19% |
$257K - $261K
|
25.2K
$634K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5KNew |
$254K - $257K
|
10.5K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 18.92% |
$247K - $251K
|
64.3K
$1.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
10.1K+ 43.25% |
$245K - $249K
|
33.6K
$845K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
9.54KNew |
$230K - $234K
|
9.54K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9.5KNew |
$230K - $233K
|
9.5K
$239K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9.22K+ 20.48% |
$223K - $226K
|
54.2K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8.94KNew |
$216K - $219K
|
8.94K
$225K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.85KNew |
$214K - $217K
|
8.85K
$223K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.68KNew |
$210K - $213K
|
8.68K
$218K
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.46K+ 4.79% |
$205K - $207K
|
185K
$4.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.32KNew |
$201K - $204K
|
8.32K
$209K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.25K+ 75.45% |
$199K - $202K
|
19.2K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
8.04K+ 14.73% |
$194K - $197K
|
62.7K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.99K+ 32.59% |
$193K - $196K
|
32.5K
$817K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
7.76K+ 68.34% |
$187K - $190K
|
19.1K
$481K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.27K+ 1.85% |
$176K - $178K
|
400K
$10.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.24K+ 19.72% |
$175K - $177K
|
44K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.7K+ 42.01% |
$162K - $164K
|
22.6K
$569K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.65K+ 2.58% |
$161K - $163K
|
264K
$6.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.57K+ 7.31% |
$159K - $161K
|
96.4K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.54K+ 77.05% |
$158K - $160K
|
15K
$378K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.5K+ 41.48% |
$133K - $135K
|
18.8K
$472K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.45K+ 6.52% |
$132K - $133K
|
89K
$2.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5.4KNew |
$131K - $132K
|
5.4K
$136K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5.18K+ 1.94% |
$125K - $127K
|
272K
$6.83M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
5.03K+ 10.48% |
$121K - $123K
|
53K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
5.01K+ 5.35% |
$121K - $123K
|
98.7K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.73K+ 3.39% |
$114K - $116K
|
144K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
4.48K+ 6.39% |
$108K - $110K
|
74.7K
$1.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
4.35K+ 870.0% |
$105K - $107K
|
4.85K
$122K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.11K+ 3.59% |
$99.4K - $101K
|
119K
$2.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.1K+ 18.86% |
$99K - $100K
|
25.8K
$649K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4K+ 27.59% |
$96.7K - $98K
|
18.5K
$465K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4KNew |
$96.7K - $98K
|
4K
$101K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.93K+ 9.22% |
$95K - $96.3K
|
46.5K
$1.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.5KNew |
$84.6K - $85.8K
|
3.5K
$88.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
3.38K+ 17.74% |
$81.7K - $82.8K
|
22.4K
$564K
|