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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19.9K- 25.05% |
$492K - $497K
|
59.7K
$1.5M
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-20.6K- 11.78% |
$508K - $513K
|
154K
$3.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-22.2K- 6.34% |
$546K - $552K
|
327K
$8.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.2K- 3.27% |
$647K - $653K
|
775K
$19.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-29.8K- 15.48% |
$736K - $743K
|
163K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.1K- 3.96% |
$743K - $750K
|
730K
$18.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-37.6K- 5.75% |
$926K - $936K
|
616K
$15.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-38.2K- 3.73% |
$941K - $951K
|
985K
$24.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-43.5K- 17.28% |
$1.07M - $1.08M
|
208K
$5.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-43.6K- 7.08% |
$1.08M - $1.09M
|
572K
$14.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-46.2K- 48.94% |
$1.14M - $1.15M
|
48.2K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-46.6K- 9.43% |
$1.15M - $1.16M
|
448K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-55K- 6.39% |
$1.36M - $1.37M
|
806K
$20.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-58.3K- 82.33% |
$1.44M - $1.45M
|
12.5K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.9K- 3.03% |
$1.45M - $1.47M
|
1.89M
$47.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-70.1K- 34.99% |
$1.73M - $1.75M
|
130K
$3.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-70.7K- 37.13% |
$1.74M - $1.76M
|
120K
$3.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-71K- 12.83% |
$1.75M - $1.77M
|
482K
$12.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-106K- 16.88% |
$2.62M - $2.65M
|
524K
$13.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-112K- 56.09% |
$2.77M - $2.8M
|
88.1K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-161K- 8.97% |
$3.97M - $4.01M
|
1.64M
$41.1M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-209K- 95.99% |
$5.15M - $5.2M
|
8.73K
$220K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-235K- 97.95% |
$5.8M - $5.86M
|
4.92K
$124K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-257K- 80.16% |
$6.34M - $6.41M
|
63.6K
$1.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-358K- 30.72% |
$8.83M - $8.92M
|
808K
$20.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-465K- 85.29% |
$11.5M - $11.6M
|
80.2K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-764K- 27.52% |
$18.8M - $19M
|
2.01M
$50.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-854K- 68.59% |
$21.1M - $21.3M
|
391K
$9.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.03M- 99.22% |
$25.3M - $25.6M
|
8.1K
$204K
|