Purchases and Sales Made in Q1 2022 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 2022. 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 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
500New |
$12.5K - $13K
|
500
$12.6K
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
489+ 0.5% |
$12.2K - $12.7K
|
98.9K
$2.49M
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
481+ 6.09% |
$12K - $12.5K
|
8.38K
$211K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
470New |
$11.8K - $12.2K
|
470
$11.8K
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
434+ 0.79% |
$10.9K - $11.3K
|
55.6K
$1.4M
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
400+ 2.0% |
$10K - $10.4K
|
20.4K
$514K
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
BUY
|
- |
398+ 2.44% |
$9.95K - $10.3K
|
16.7K
$421K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
380+ 3.74% |
$9.5K - $9.86K
|
10.5K
$265K
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
335+ 2.05% |
$8.38K - $8.69K
|
16.7K
$419K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250New |
$6.25K - $6.49K
|
250
$6.29K
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
197+ 1.74% |
$4.93K - $5.11K
|
11.5K
$290K
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
183+ 0.24% |
$4.58K - $4.75K
|
77.7K
$1.95M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
161+ 1.26% |
$4.03K - $4.18K
|
12.9K
$325K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
136New |
$3.4K - $3.53K
|
136
$3.42K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
134New |
$3.35K - $3.48K
|
134
$3.37K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
93+ 1.12% |
$2.33K - $2.41K
|
8.41K
$212K
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
78+ 0.52% |
$1.95K - $2.02K
|
15K
$378K
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
28+ 0.3% |
$700 - $727
|
9.3K
$234K
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
26+ 0.17% |
$650 - $675
|
15.6K
$393K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 0.14% |
$275 - $285
|
8.02K
$202K
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
7+ 0.04% |
$175 - $182
|
16.2K
$408K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$100 - $104
|
4
$101
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12- 1.44% |
$300 - $311
|
823
$20.7K
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-78- 0.25% |
$1.95K - $2.02K
|
31.5K
$793K
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-114- 0.3% |
$2.85K - $2.96K
|
38.1K
$958K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-135Closed |
$3.38K - $3.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-135- 51.92% |
$3.38K - $3.5K
|
125
$3.14K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-400Closed |
$10K - $10.4K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-471- 0.05% |
$11.8K - $12.2K
|
885K
$22.3M
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-558- 3.51% |
$14K - $14.5K
|
15.3K
$385K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-617- 2.08% |
$15.4K - $16K
|
29K
$729K
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-746- 0.32% |
$18.7K - $19.4K
|
230K
$5.78M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-900Closed |
$22.5K - $23.4K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-908- 3.99% |
$22.7K - $23.6K
|
21.9K
$550K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.11K- 2.19% |
$27.6K - $28.7K
|
49.4K
$1.24M
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
SELL
|
- |
-1.39K- 1.88% |
$34.9K - $36.2K
|
72.9K
$1.83M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.4K- 8.97% |
$35K - $36.3K
|
14.2K
$357K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.03K- 1.74% |
$50.8K - $52.7K
|
115K
$2.89M
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.05K- 1.73% |
$51.2K - $53.2K
|
117K
$2.94M
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.06KClosed |
$51.4K - $53.3K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.06KClosed |
$51.4K - $53.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.61K- 6.41% |
$65.2K - $67.7K
|
38.1K
$957K
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-3.41K- 15.99% |
$85.3K - $88.5K
|
17.9K
$451K
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.8K- 10.87% |
$95K - $98.6K
|
31.2K
$784K
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.93KClosed |
$98.1K - $102K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.41K- 15.36% |
$110K - $114K
|
24.3K
$611K
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-5.59K- 26.04% |
$140K - $145K
|
15.9K
$399K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.95K- 3.64% |
$149K - $154K
|
157K
$3.96M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.48K- 4.98% |
$187K - $194K
|
143K
$3.59M
|