Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
6.06K+ 12.31% |
$148K - $152K
|
55.3K
$1.39M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.96K+ 20.68% |
$146K - $149K
|
34.8K
$875K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.5KNew |
$135K - $138K
|
5.5K
$138K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.34K+ 41.26% |
$131K - $134K
|
18.3K
$459K
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
5.24K+ 31.29% |
$128K - $131K
|
22K
$552K
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5.03K+ 2.26% |
$123K - $126K
|
227K
$5.72M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.94K+ 12.96% |
$121K - $124K
|
43.1K
$1.08M
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.21K+ 120.01% |
$103K - $106K
|
7.72K
$194K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.59K+ 8.37% |
$87.8K - $89.9K
|
46.5K
$1.17M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.57K+ 17.78% |
$87.4K - $89.5K
|
23.7K
$595K
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
3.4K+ 48.89% |
$83.2K - $85.2K
|
10.4K
$260K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.05K+ 6.17% |
$74.5K - $76.3K
|
52.4K
$1.32M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.62K+ 1.28% |
$64.2K - $65.7K
|
207K
$5.21M
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.46K+ 2.95% |
$60.2K - $61.7K
|
85.9K
$2.16M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.46K+ 29.23% |
$60.2K - $61.6K
|
10.9K
$273K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.37K+ 211.24% |
$57.9K - $59.3K
|
3.49K
$87.7K
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.31K+ 15.37% |
$56.6K - $57.9K
|
17.4K
$436K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.25KNew |
$55.1K - $56.4K
|
2.25K
$56.6K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.2K+ 5.55% |
$53.8K - $55.1K
|
41.8K
$1.05M
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.09K+ 10.76% |
$51.1K - $52.4K
|
21.5K
$541K
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.03KNew |
$49.7K - $50.9K
|
2.03K
$51.1K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.7K+ 7.77% |
$41.6K - $42.6K
|
23.6K
$593K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.66KNew |
$40.7K - $41.7K
|
1.66K
$41.8K
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.25K+ 2.76% |
$30.6K - $31.3K
|
46.6K
$1.17M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.2KNew |
$29.4K - $30.1K
|
1.2K
$30.2K
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.03K+ 1.25% |
$25.2K - $25.8K
|
83.4K
$2.1M
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
1KNew |
$24.5K - $25.1K
|
1K
$25.2K
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
900+ 10.88% |
$22K - $22.6K
|
9.18K
$231K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
817New |
$20K - $20.5K
|
817
$20.5K
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
505+ 6.02% |
$12.4K - $12.7K
|
8.89K
$224K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
500New |
$12.2K - $12.5K
|
500
$12.6K
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
148+ 0.45% |
$3.62K - $3.71K
|
32.8K
$826K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
107+ 0.07% |
$2.62K - $2.68K
|
150K
$3.76M
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
60+ 0.39% |
$1.47K - $1.5K
|
15.3K
$384K
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
42+ 0.45% |
$1.03K - $1.05K
|
9.35K
$235K
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
41+ 0.26% |
$1K - $1.03K
|
15.7K
$394K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22+ 0.25% |
$538 - $551
|
8.86K
$223K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
11+ 0.07% |
$269 - $276
|
16.2K
$408K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4Closed |
$97.9 - $100
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-169- 1.1% |
$4.14K - $4.24K
|
15.2K
$381K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250Closed |
$6.12K - $6.27K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 10.4% |
$7.34K - $7.52K
|
2.58K
$65K
|
|
Jul 19, 2022
Q2 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-380- 0.4% |
$9.3K - $9.52K
|
93.7K
$2.36M
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-400- 3.9% |
$9.79K - $10K
|
9.85K
$248K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-450- 3.13% |
$11K - $11.3K
|
13.9K
$350K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-556- 2.96% |
$13.6K - $13.9K
|
18.2K
$458K
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-640- 1.66% |
$15.7K - $16K
|
37.9K
$954K
|
|
Aug 04, 2022
Q2 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-762- 6.85% |
$18.6K - $19.1K
|
10.4K
$261K
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-811- 2.13% |
$19.8K - $20.3K
|
37.3K
$937K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-823Closed |
$20.1K - $20.6K
|
0
$0
|