Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-61.3K- 20.15% |
$1.54M - $1.55M
|
243K
$6.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-62.2K- 7.0% |
$1.56M - $1.57M
|
826K
$20.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-64.2K- 34.47% |
$1.61M - $1.62M
|
122K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-68.1K- 5.16% |
$1.71M - $1.72M
|
1.25M
$31.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-74K- 13.14% |
$1.85M - $1.87M
|
489K
$12.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-97.7K- 25.76% |
$2.45M - $2.46M
|
282K
$7.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-106K- 11.62% |
$2.65M - $2.67M
|
805K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-111K- 25.88% |
$2.79M - $2.81M
|
319K
$8.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-112K- 20.9% |
$2.79M - $2.81M
|
422K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-114K- 90.89% |
$2.85M - $2.86M
|
11.4K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-127K- 23.62% |
$3.17M - $3.19M
|
409K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-128K- 27.48% |
$3.21M - $3.23M
|
338K
$8.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-137K- 11.13% |
$3.43M - $3.45M
|
1.09M
$27.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-152K- 5.34% |
$3.82M - $3.84M
|
2.7M
$67.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-156K- 11.7% |
$3.89M - $3.92M
|
1.17M
$29.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-185K- 10.8% |
$4.64M - $4.67M
|
1.53M
$38.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-199K- 45.37% |
$4.99M - $5.02M
|
240K
$6.04M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-199K- 45.37% |
$4.99M - $5.02M
|
240K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-211K- 58.86% |
$5.29M - $5.32M
|
148K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-217K- 11.28% |
$5.44M - $5.47M
|
1.71M
$43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-255K- 33.64% |
$6.39M - $6.43M
|
503K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-262K- 8.41% |
$6.55M - $6.6M
|
2.85M
$71.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-265K- 99.84% |
$6.63M - $6.68M
|
426
$10.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-271K- 92.49% |
$6.78M - $6.82M
|
22K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-365K- 34.36% |
$9.14M - $9.21M
|
698K
$17.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-402K- 65.56% |
$10.1M - $10.1M
|
211K
$5.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-418K- 76.86% |
$10.5M - $10.5M
|
126K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-492K- 17.35% |
$12.3M - $12.4M
|
2.34M
$59M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-599K- 77.96% |
$15M - $15.1M
|
169K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-711K- 11.56% |
$17.8M - $17.9M
|
5.44M
$137M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.01M- 83.55% |
$25.2M - $25.3M
|
198K
$4.98M
|