Latest Institutional Purchases of Ishares Ibonds Dec 2024 Term C (IBDP)
This list provides information on the latest institutional transactions involving Ishares Ibonds Dec 2024 Term C (IBDP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
4+ 0.06% |
$99.9 - $101
|
7.22K
$182K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.72% |
$50 - $50.3
|
280
$7.04K
|
|
Q1 2024 | |||||||
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
56.6KNew |
$1.41M - $1.42M
|
56.6K
$1.42M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
34.6K+ 3.9% |
$861K - $867K
|
922K
$23.2M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
31.3KNew |
$780K - $785K
|
31.3K
$788K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30.2KNew |
$751K - $756K
|
30.2K
$759K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
20KNew |
$498K - $501K
|
20K
$503K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
17.3K+ 142.21% |
$431K - $433K
|
29.5K
$741K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.8KNew |
$417K - $420K
|
16.8K
$421K
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.61KNew |
$239K - $241K
|
9.61K
$242K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4KNew |
$99.6K - $100K
|
4K
$101K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.01KNew |
$74.9K - $75.4K
|
3.01K
$75.7K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.62KNew |
$65.2K - $65.6K
|
2.62K
$65.8K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.71KNew |
$42.5K - $42.8K
|
1.71K
$43K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.05K+ 6.67% |
$26.1K - $26.3K
|
16.8K
$422K
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.01KNew |
$25.1K - $25.3K
|
1.01K
$25.4K
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
600+ 2.59% |
$14.9K - $15K
|
23.8K
$597K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
399New |
$9.93K - $9.99K
|
399
$10K
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
350+ 2.59% |
$8.71K - $8.77K
|
13.9K
$348K
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
349+ 2.88% |
$8.69K - $8.74K
|
12.5K
$313K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
288New |
$7.17K - $7.21K
|
288
$7.24K
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
200New |
$4.98K - $5.01K
|
200
$5.03K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
150+ 1.79% |
$3.73K - $3.76K
|
8.55K
$215K
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
120+ 0.4% |
$2.99K - $3.01K
|
30.3K
$761K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 5.42% |
$2.49K - $2.51K
|
1.95K
$48.9K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
76New |
$1.89K - $1.9K
|
76
$1.91K
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
38+ 0.45% |
$946 - $952
|
8.43K
$212K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
22+ 0.2% |
$548 - $551
|
11.2K
$282K
|
|
Q4 2023 | |||||||
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
355KNew |
$8.74M - $8.83M
|
355K
$8.92M
|
|
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
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
71.9K+ 60.91% |
$1.77M - $1.79M
|
190K
$4.78M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
63.3KNew |
$1.56M - $1.58M
|
63.3K
$1.59M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
55.8KNew |
$1.37M - $1.39M
|
55.8K
$1.4M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
27.1KNew |
$667K - $674K
|
27.1K
$681K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.2KNew |
$523K - $529K
|
21.2K
$534K
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
19.1K+ 57.4% |
$471K - $476K
|
52.4K
$1.32M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16.3KNew |
$401K - $405K
|
16.3K
$409K
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.8KNew |
$265K - $268K
|
10.8K
$271K
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
10.2KNew |
$252K - $254K
|
10.2K
$257K
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
9.43KNew |
$233K - $235K
|
9.43K
$237K
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
9.21KNew |
$227K - $229K
|
9.21K
$232K
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.04KNew |
$198K - $200K
|
8.04K
$202K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.25KNew |
$129K - $131K
|
5.25K
$132K
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2K+ 50.0% |
$49.3K - $49.8K
|
6K
$151K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.84KNew |
$45.4K - $45.8K
|
1.84K
$46.3K
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.5KNew |
$37K - $37.4K
|
1.5K
$37.7K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
413New |
$10.2K - $10.3K
|
413
$10.4K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
62+ 0.49% |
$1.53K - $1.54K
|
12.8K
$322K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
41New |
$1.01K - $1.02K
|
41
$1.03K
|