Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.3K+ 4.81% |
$354K - $357K
|
312K
$7.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
14K+ 34.0% |
$346K - $349K
|
55.3K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.7KNew |
$339K - $342K
|
13.7K
$345K
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
13.5K+ 5.84% |
$334K - $337K
|
245K
$6.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
13.5K+ 23.15% |
$333K - $336K
|
71.8K
$1.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
13KNew |
$321K - $324K
|
13K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
12.9K+ 3.14% |
$319K - $322K
|
424K
$10.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
12.6K+ 44.92% |
$311K - $314K
|
40.6K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
12.5KNew |
$308K - $311K
|
12.5K
$314K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
12.2KNew |
$300K - $303K
|
12.2K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$296K - $299K
|
12K
$302K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.6K+ 15.89% |
$287K - $290K
|
84.8K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.2KNew |
$276K - $279K
|
11.2K
$282K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.1K+ 89.72% |
$273K - $275K
|
23.4K
$588K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
10.9K+ 10.77% |
$270K - $272K
|
112K
$2.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.8KNew |
$265K - $268K
|
10.8K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.6K+ 11.26% |
$262K - $264K
|
105K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10.5KNew |
$259K - $262K
|
10.5K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.4K+ 8.87% |
$257K - $259K
|
128K
$3.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10.4K+ 76.44% |
$256K - $259K
|
24K
$604K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.2KNew |
$252K - $255K
|
10.2K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
10.2KNew |
$252K - $254K
|
10.2K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10.1K+ 2.75% |
$248K - $251K
|
376K
$9.46M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
9.58K+ 1020.66% |
$236K - $239K
|
10.5K
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
9.57K+ 71.27% |
$236K - $238K
|
23K
$579K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
9.43KNew |
$233K - $235K
|
9.43K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.33K+ 46.67% |
$230K - $232K
|
29.3K
$737K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
9.21KNew |
$227K - $229K
|
9.21K
$232K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8.91KNew |
$220K - $222K
|
8.91K
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.4KNew |
$207K - $209K
|
8.4K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
8.39KNew |
$207K - $209K
|
8.39K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.32K+ 100.0% |
$205K - $207K
|
16.6K
$418K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
8.06K+ 35.77% |
$199K - $201K
|
30.6K
$769K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.04KNew |
$198K - $200K
|
8.04K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
7.87K+ 76.27% |
$194K - $196K
|
18.2K
$458K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7.81K+ 7.11% |
$193K - $195K
|
118K
$2.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
7.76K+ 2.1% |
$191K - $193K
|
377K
$9.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.71K+ 10.94% |
$190K - $192K
|
78.2K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
7.25K+ 13.14% |
$179K - $181K
|
62.4K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7.14K+ 10.8% |
$176K - $178K
|
73.3K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
6.8K+ 6.6% |
$168K - $169K
|
110K
$2.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6.71K+ 2.37% |
$165K - $167K
|
290K
$7.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
6.62K+ 13.48% |
$163K - $165K
|
55.8K
$1.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.55K+ 18.32% |
$162K - $163K
|
42.3K
$1.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
6.13K+ 3.12% |
$151K - $153K
|
202K
$5.09M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
6.05K+ 12.13% |
$149K - $151K
|
55.9K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.88K+ 1.85% |
$145K - $147K
|
324K
$8.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.71K+ 5.85% |
$141K - $142K
|
103K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.67K+ 12.63% |
$140K - $141K
|
50.6K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.62K+ 29.87% |
$139K - $140K
|
24.4K
$615K
|