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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
SELL
|
- |
-936- 2.97% |
$22.9K - $23.5K
|
30.6K
$769K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-971- 8.49% |
$23.8K - $24.3K
|
10.5K
$263K
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.1K- 1.92% |
$27K - $27.6K
|
56.2K
$1.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.16K- 3.04% |
$28.4K - $29K
|
36.9K
$928K
|
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
SELL
|
- |
-1.37K- 1.88% |
$33.5K - $34.3K
|
71.5K
$1.8M
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-1.56KClosed |
$38.1K - $39K
|
0
$0
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.62KClosed |
$39.5K - $40.5K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.68K- 2.16% |
$41.1K - $42.1K
|
76K
$1.91M
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.7K- 0.74% |
$41.5K - $42.5K
|
228K
$5.74M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.7KClosed |
$41.7K - $42.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.84K- 2.84% |
$45.1K - $46.2K
|
63.1K
$1.59M
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-2.21K- 13.91% |
$54K - $55.3K
|
13.7K
$344K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.26K- 18.44% |
$55.2K - $56.5K
|
9.98K
$251K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.31K- 21.91% |
$56.5K - $57.9K
|
8.24K
$207K
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.32K- 3.13% |
$56.7K - $58.1K
|
71.8K
$1.81M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.78K- 1.32% |
$68.1K - $69.7K
|
207K
$5.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.86K- 15.99% |
$70.1K - $71.8K
|
15.1K
$379K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-3.84K- 0.37% |
$93.9K - $96.2K
|
1.03M
$25.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4K- 1.62% |
$97.9K - $100K
|
243K
$6.12M
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.21K- 5.14% |
$103K - $106K
|
77.7K
$1.95M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.8K- 94.87% |
$118K - $120K
|
260
$6.54K
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-5.45K- 47.19% |
$133K - $137K
|
6.1K
$153K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.76K- 3.25% |
$141K - $144K
|
171K
$4.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6.01K- 2.79% |
$147K - $151K
|
210K
$5.27M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.17K- 5.92% |
$151K - $155K
|
98.1K
$2.47M
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-8.04KClosed |
$197K - $202K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8.09K- 4.08% |
$198K - $203K
|
190K
$4.79M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.2K- 3.3% |
$201K - $205K
|
240K
$6.05M
|
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-11.5K- 47.3% |
$280K - $287K
|
12.8K
$321K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.5K- 8.06% |
$282K - $288K
|
131K
$3.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-11.6K- 4.37% |
$283K - $290K
|
254K
$6.38M
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-12.1K- 18.72% |
$297K - $304K
|
52.7K
$1.32M
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-12.6K- 22.47% |
$307K - $315K
|
43.3K
$1.09M
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-13.4KClosed |
$328K - $336K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-14.2K- 48.81% |
$346K - $355K
|
14.8K
$373K
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-15.2K- 16.3% |
$371K - $380K
|
77.9K
$1.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17.4K- 52.6% |
$427K - $437K
|
15.7K
$395K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.3K- 98.75% |
$473K - $485K
|
245
$6.16K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-20KClosed |
$490K - $502K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20.9K- 43.32% |
$512K - $524K
|
27.4K
$689K
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-24.3KClosed |
$595K - $609K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-27.2K- 20.35% |
$666K - $682K
|
107K
$2.68M
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-32.2K- 27.55% |
$787K - $806K
|
84.6K
$2.13M
|
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-35.9K- 14.37% |
$878K - $899K
|
214K
$5.38M
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-37.5K- 4.23% |
$917K - $939K
|
848K
$21.3M
|
|
|
Jul 28, 2022
Q2 2022
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-50KClosed |
$1.22M - $1.25M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51.6K- 3.97% |
$1.26M - $1.29M
|
1.25M
$31.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-53.9K- 95.04% |
$1.32M - $1.35M
|
2.81K
$70.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-71.7K- 12.72% |
$1.76M - $1.8M
|
492K
$12.4M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-76.4K- 65.4% |
$1.87M - $1.91M
|
40.4K
$1.02M
|