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 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
738+ 2.15% |
$18.2K - $18.4K
|
35.1K
$884K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
623+ 1.72% |
$15.4K - $15.5K
|
36.8K
$924K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
540+ 41.32% |
$13.3K - $13.5K
|
1.85K
$46.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
450+ 3.45% |
$11.1K - $11.2K
|
13.5K
$340K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
439+ 2.1% |
$10.8K - $10.9K
|
21.4K
$537K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
415+ 0.29% |
$10.2K - $10.3K
|
144K
$3.61M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
413New |
$10.2K - $10.3K
|
413
$10.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
400+ 0.69% |
$9.86K - $9.96K
|
58.4K
$1.47M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
400+ 0.69% |
$9.86K - $9.96K
|
58.4K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
389+ 1.07% |
$9.59K - $9.69K
|
36.7K
$923K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
384New |
$9.47K - $9.57K
|
384
$9.66K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
375+ 0.93% |
$9.25K - $9.34K
|
40.6K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
375+ 7.27% |
$9.25K - $9.34K
|
5.53K
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
374+ 4.31% |
$9.22K - $9.32K
|
9.04K
$227K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
200+ 0.59% |
$4.93K - $4.98K
|
34.4K
$865K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
109+ 1.16% |
$2.69K - $2.72K
|
9.51K
$239K
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
102+ 1.03% |
$2.52K - $2.54K
|
10K
$252K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
89+ 0.86% |
$2.19K - $2.22K
|
10.4K
$261K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
71+ 0.37% |
$1.75K - $1.77K
|
19.5K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
66+ 0.35% |
$1.63K - $1.64K
|
19.1K
$480K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
66+ 0.43% |
$1.63K - $1.64K
|
15.2K
$383K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
62+ 0.49% |
$1.53K - $1.54K
|
12.8K
$322K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
58+ 0.67% |
$1.43K - $1.44K
|
8.77K
$220K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
57+ 0.53% |
$1.41K - $1.42K
|
10.7K
$270K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
41New |
$1.01K - $1.02K
|
41
$1.03K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
24New |
$592 - $598
|
24
$604
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
24+ 0.08% |
$592 - $598
|
29.4K
$738K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23+ 1.08% |
$567 - $573
|
2.16K
$54.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.06% |
$148 - $149
|
10.4K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 0.34% |
$24.7 - $24.9
|
298
$7.49K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.75% |
$24.7 - $24.9
|
134
$3.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-15- 60.0% |
$370 - $374
|
10
$252
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-24- 0.2% |
$592 - $598
|
12.1K
$305K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-39- 0.8% |
$962 - $971
|
4.83K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-128- 0.71% |
$3.16K - $3.19K
|
17.8K
$448K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-231- 1.12% |
$5.7K - $5.75K
|
20.4K
$513K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-260- 0.14% |
$6.41K - $6.48K
|
182K
$4.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-355- 0.45% |
$8.75K - $8.84K
|
78.8K
$1.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-400- 0.18% |
$9.86K - $9.96K
|
223K
$5.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-620- 1.35% |
$15.3K - $15.4K
|
45.4K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-630- 1.09% |
$15.5K - $15.7K
|
57.4K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-655- 0.51% |
$16.2K - $16.3K
|
128K
$3.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-707- 1.35% |
$17.4K - $17.6K
|
51.7K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-734- 1.95% |
$18.1K - $18.3K
|
36.9K
$927K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-809- 29.47% |
$19.9K - $20.2K
|
1.94K
$48.7K
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-875- 0.98% |
$21.6K - $21.8K
|
88.8K
$2.23M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-897- 1.65% |
$22.1K - $22.3K
|
53.5K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-938- 32.28% |
$23.1K - $23.4K
|
1.97K
$49.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-940- 9.31% |
$23.2K - $23.4K
|
9.15K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-974- 3.64% |
$24K - $24.3K
|
25.8K
$648K
|