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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.1K+ 1.26% |
$74.9K - $75.9K
|
248K
$6.25M
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
3.09K+ 3.76% |
$74.8K - $75.8K
|
85.4K
$2.15M
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.55K+ 23.94% |
$61.6K - $62.5K
|
13.2K
$332K
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
1.73K+ 4.46% |
$41.8K - $42.4K
|
40.5K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.56K+ 518.67% |
$37.6K - $38.1K
|
1.86K
$46.7K
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.54K+ 1.28% |
$37.1K - $37.6K
|
121K
$3.05M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.43KNew |
$34.6K - $35K
|
1.43K
$36K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.2KNew |
$29K - $29.4K
|
1.2K
$30.2K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.02KNew |
$24.7K - $25K
|
1.02K
$25.7K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19.3K - $19.6K
|
800
$20.1K
|
|
Feb 07, 2023
Q4 2022
|
Reliant Wealth Planning
|
BUY
|
- |
777+ 0.31% |
$18.8K - $19K
|
255K
$6.41M
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
750+ 7.69% |
$18.1K - $18.4K
|
10.5K
$264K
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
721+ 0.83% |
$17.4K - $17.7K
|
87.8K
$2.21M
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
653+ 6.41% |
$15.8K - $16K
|
10.8K
$273K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
644New |
$15.6K - $15.8K
|
644
$16.2K
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
570+ 5.24% |
$13.8K - $14K
|
11.4K
$288K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
531New |
$12.8K - $13K
|
531
$13.4K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
440New |
$10.6K - $10.8K
|
440
$11.1K
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
415+ 2.56% |
$10K - $10.2K
|
16.7K
$419K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
340+ 9.97% |
$8.22K - $8.33K
|
3.75K
$94.3K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
333+ 0.78% |
$8.05K - $8.16K
|
43K
$1.08M
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
302+ 2.71% |
$7.3K - $7.4K
|
11.5K
$288K
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
294+ 2.4% |
$7.11K - $7.2K
|
12.6K
$316K
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
266+ 0.77% |
$6.43K - $6.52K
|
34.8K
$876K
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
263+ 0.8% |
$6.36K - $6.44K
|
33.3K
$837K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
139+ 0.5% |
$3.36K - $3.41K
|
27.8K
$700K
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
133+ 0.36% |
$3.21K - $3.26K
|
37.1K
$933K
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
126+ 0.79% |
$3.05K - $3.09K
|
16K
$402K
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
106+ 0.68% |
$2.56K - $2.6K
|
15.6K
$393K
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
90+ 1.0% |
$2.18K - $2.21K
|
9.13K
$230K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
72+ 0.46% |
$1.74K - $1.76K
|
15.8K
$397K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 1.29% |
$1.09K - $1.1K
|
3.53K
$88.9K
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
40+ 0.48% |
$967 - $980
|
8.43K
$212K
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
27+ 0.79% |
$653 - $662
|
3.45K
$86.7K
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
19+ 0.12% |
$459 - $466
|
16.3K
$409K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 0.77% |
$387 - $392
|
2.1K
$52.7K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.63% |
$145 - $147
|
956
$24K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$96.7 - $98
|
4
$101
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.49% |
$193 - $196
|
1.62K
$40.7K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-40- 0.17% |
$967 - $980
|
24K
$604K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-47- 26.55% |
$1.14K - $1.15K
|
130
$3.27K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65- 0.69% |
$1.57K - $1.59K
|
9.29K
$234K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-65- 2.23% |
$1.57K - $1.59K
|
2.85K
$71.7K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-81- 0.17% |
$1.96K - $1.98K
|
47.2K
$1.19M
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-200- 0.48% |
$4.83K - $4.9K
|
41.2K
$1.04M
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-243- 0.3% |
$5.87K - $5.95K
|
81.6K
$2.05M
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-320- 15.22% |
$7.73K - $7.84K
|
1.78K
$44.8K
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-418- 3.0% |
$10.1K - $10.2K
|
13.5K
$340K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-420- 2.51% |
$10.2K - $10.3K
|
16.3K
$410K
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-445- 0.81% |
$10.8K - $10.9K
|
54.7K
$1.38M
|