Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-84- 0.33% |
$2.09K - $2.1K
|
25.7K
$647K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-97- 0.18% |
$2.41K - $2.43K
|
55.2K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 4.9% |
$2.49K - $2.51K
|
1.94K
$48.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-184- 1.21% |
$4.58K - $4.61K
|
15K
$378K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-185- 3.35% |
$4.6K - $4.63K
|
5.35K
$134K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-200- 1.8% |
$4.98K - $5.01K
|
10.9K
$274K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-272- 1.84% |
$6.77K - $6.81K
|
14.5K
$365K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-286- 0.22% |
$7.12K - $7.16K
|
130K
$3.27M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-300- 0.63% |
$7.47K - $7.52K
|
47.1K
$1.18M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-301- 0.85% |
$7.49K - $7.54K
|
35.2K
$885K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-361- 1.82% |
$8.99K - $9.04K
|
19.5K
$491K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-393- 1.01% |
$9.78K - $9.84K
|
38.7K
$973K
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-495- 1.34% |
$12.3K - $12.4K
|
36.4K
$915K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-500- 33.33% |
$12.4K - $12.5K
|
1K
$25.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-504- 2.57% |
$12.5K - $12.6K
|
19.1K
$481K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-673- 6.27% |
$16.8K - $16.9K
|
10.1K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-718- 3.95% |
$17.9K - $18K
|
17.5K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-865- 0.26% |
$21.5K - $21.7K
|
330K
$8.29M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-867- 44.05% |
$21.6K - $21.7K
|
1.1K
$27.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.09K- 1.61% |
$27.1K - $27.3K
|
66.4K
$1.67M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.13K- 1.96% |
$28.1K - $28.3K
|
56.3K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.28K- 38.39% |
$31.9K - $32.1K
|
2.05K
$51.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.28K- 2.3% |
$31.9K - $32.1K
|
54.5K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.3K- 0.5% |
$32.3K - $32.5K
|
258K
$6.5M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.36K- 65.94% |
$33.7K - $33.9K
|
700
$17.6K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.4K- 34.36% |
$34.8K - $35.1K
|
2.67K
$67.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.41K- 0.18% |
$35K - $35.3K
|
774K
$19.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.46K- 79.21% |
$36.4K - $36.6K
|
384
$9.66K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.6K- 3.11% |
$39.9K - $40.1K
|
49.9K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.65K- 85.23% |
$41.1K - $41.3K
|
286
$7.19K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 4.71% |
$43.1K - $43.3K
|
35K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.78K- 1.62% |
$44.4K - $44.7K
|
108K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.85K- 8.34% |
$46K - $46.3K
|
20.3K
$510K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.87K- 1.71% |
$46.5K - $46.8K
|
107K
$2.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.95K- 4.05% |
$48.6K - $48.9K
|
46.2K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.14K- 0.15% |
$53.3K - $53.6K
|
1.41M
$35.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.16K- 19.94% |
$53.7K - $54K
|
8.66K
$218K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.23K- 13.23% |
$55.6K - $55.9K
|
14.6K
$368K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.24K- 0.59% |
$55.7K - $56.1K
|
374K
$9.41M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.35K- 2.4% |
$58.4K - $58.8K
|
95.5K
$2.4M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.54K- 1.31% |
$63.3K - $63.7K
|
191K
$4.8M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.63K- 8.95% |
$65.3K - $65.8K
|
26.7K
$671K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.05K- 13.81% |
$75.9K - $76.4K
|
19K
$479K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.21K- 5.59% |
$79.9K - $80.4K
|
54.2K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-3.5K- 9.96% |
$87.1K - $87.6K
|
31.6K
$796K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3.53K- 6.46% |
$87.7K - $88.3K
|
51.1K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.64K- 2.85% |
$90.6K - $91.2K
|
124K
$3.12M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.77K- 29.01% |
$93.8K - $94.4K
|
9.22K
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-3.79K- 2.89% |
$94.2K - $94.8K
|
127K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.83K- 1.34% |
$95.3K - $95.9K
|
283K
$7.11M
|