Purchases and Sales Made in Q4 2023 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 2023. 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 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
969KNew |
$23.9M - $24.1M
|
969K
$24.4M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
956KNew |
$23.6M - $23.8M
|
956K
$24M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
914K+ 8621.44% |
$22.6M - $22.8M
|
925K
$23.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
599K+ 405.24% |
$14.8M - $14.9M
|
747K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
565K+ 145.09% |
$13.9M - $14.1M
|
955K
$24M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
562K+ 486.6% |
$13.9M - $14M
|
678K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
554K+ 38.36% |
$13.7M - $13.8M
|
2M
$50.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
414K+ 26.48% |
$10.2M - $10.3M
|
1.98M
$49.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
396K+ 20.42% |
$9.76M - $9.86M
|
2.33M
$58.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
359K+ 14.11% |
$8.86M - $8.95M
|
2.91M
$73.1M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
355KNew |
$8.74M - $8.83M
|
355K
$8.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
332K+ 65.42% |
$8.18M - $8.26M
|
838K
$21.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
306K+ 9.82% |
$7.53M - $7.61M
|
3.42M
$85.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
262K+ 85.77% |
$6.46M - $6.52M
|
567K
$14.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
236K+ 69.35% |
$5.82M - $5.88M
|
577K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
221KNew |
$5.44M - $5.5M
|
221K
$5.55M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
217KNew |
$5.36M - $5.42M
|
217K
$5.47M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
204KNew |
$5.03M - $5.08M
|
204K
$5.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
181K+ 13.01% |
$4.47M - $4.52M
|
1.58M
$39.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
177K+ 24.99% |
$4.37M - $4.42M
|
887K
$22.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
170K+ 19.47% |
$4.18M - $4.23M
|
1.04M
$26.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
155KNew |
$3.81M - $3.85M
|
155K
$3.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
150K+ 170.55% |
$3.7M - $3.73M
|
238K
$5.98M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
144K+ 237.66% |
$3.55M - $3.58M
|
204K
$5.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
118K+ 89.85% |
$2.92M - $2.95M
|
250K
$6.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
118K+ 2526.44% |
$2.92M - $2.95M
|
123K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
118KNew |
$2.91M - $2.94M
|
118K
$2.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
114K+ 41.94% |
$2.82M - $2.85M
|
387K
$9.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
109K+ 49.31% |
$2.69M - $2.72M
|
330K
$8.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
109K+ 10667.55% |
$2.68M - $2.71M
|
110K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.4K+ 2.97% |
$2.43M - $2.45M
|
3.42M
$85.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
95K+ 20.45% |
$2.34M - $2.37M
|
559K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.1K+ 15.17% |
$2.22M - $2.25M
|
684K
$17.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.6K+ 8.34% |
$2.16M - $2.18M
|
1.14M
$28.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87KNew |
$2.14M - $2.17M
|
87K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
85.4KNew |
$2.11M - $2.13M
|
85.4K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
85.4K+ 67.0% |
$2.11M - $2.13M
|
213K
$5.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
84.1K+ 5.75% |
$2.07M - $2.09M
|
1.55M
$38.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
78.8KNew |
$1.94M - $1.96M
|
78.8K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
75.4K+ 25.69% |
$1.86M - $1.88M
|
369K
$9.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
71.9K+ 60.91% |
$1.77M - $1.79M
|
190K
$4.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
70.6K+ 14.47% |
$1.74M - $1.76M
|
558K
$14M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
70.2KNew |
$1.73M - $1.75M
|
70.2K
$1.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
68.7K+ 22.34% |
$1.69M - $1.71M
|
376K
$9.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
68.3K+ 39.05% |
$1.69M - $1.7M
|
243K
$6.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
66.7K+ 194.91% |
$1.64M - $1.66M
|
101K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
65.9KNew |
$1.62M - $1.64M
|
65.9K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
63.3KNew |
$1.56M - $1.58M
|
63.3K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
63.1K+ 58.63% |
$1.56M - $1.57M
|
171K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
57.6K+ 14.63% |
$1.42M - $1.43M
|
451K
$11.4M
|