Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.5M+ 248.39% |
$83.2M - $84M
|
4.91M
$117M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
760KNew |
$18.1M - $18.2M
|
760K
$18M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
574KNew |
$13.6M - $13.8M
|
574K
$13.6M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
566K+ 109.22% |
$13.4M - $13.6M
|
1.08M
$25.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
527K+ 7.66% |
$12.5M - $12.6M
|
7.4M
$176M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
499K+ 32.28% |
$11.8M - $12M
|
2.04M
$48.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
280K+ 17.95% |
$6.64M - $6.7M
|
1.84M
$43.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
212K+ 18.66% |
$5.03M - $5.08M
|
1.35M
$32M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
197K+ 76.51% |
$4.67M - $4.71M
|
453K
$10.8M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
156K+ 820.48% |
$3.71M - $3.74M
|
175K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153K+ 6.9% |
$3.64M - $3.67M
|
2.37M
$56.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
153K+ 8.81% |
$3.63M - $3.66M
|
1.89M
$44.8M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
151K+ 28.12% |
$3.59M - $3.63M
|
689K
$16.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
151KNew |
$3.58M - $3.61M
|
151K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
149K+ 5.04% |
$3.55M - $3.58M
|
3.11M
$73.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
149K+ 5.04% |
$3.55M - $3.58M
|
3.11M
$73.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
149K+ 403.99% |
$3.54M - $3.57M
|
186K
$4.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
145K+ 106.65% |
$3.46M - $3.49M
|
282K
$6.69M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
142KNew |
$3.38M - $3.41M
|
142K
$3.38M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
133K+ 44.95% |
$3.17M - $3.2M
|
430K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
128K+ 36.4% |
$3.05M - $3.08M
|
481K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
126K+ 14.71% |
$3M - $3.03M
|
985K
$23.4M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
114K+ 21.3% |
$2.7M - $2.72M
|
646K
$15.4M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
111K+ 26.69% |
$2.65M - $2.67M
|
529K
$12.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
108K+ 424.91% |
$2.58M - $2.6M
|
134K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
108K+ 32.06% |
$2.56M - $2.58M
|
443K
$10.5M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
104K+ 10.02% |
$2.48M - $2.5M
|
1.15M
$27.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100K+ 12.55% |
$2.38M - $2.4M
|
896K
$21.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
96.6KNew |
$2.29M - $2.32M
|
96.6K
$2.29M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
90.5K+ 22.03% |
$2.15M - $2.17M
|
501K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
89.2K+ 12.73% |
$2.12M - $2.14M
|
790K
$18.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
88.4K+ 26.97% |
$2.1M - $2.12M
|
416K
$9.89M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
85.7K+ 27.53% |
$2.04M - $2.05M
|
397K
$9.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.2K+ 15.47% |
$1.98M - $2M
|
621K
$14.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.3K+ 5.94% |
$1.77M - $1.78M
|
1.32M
$31.5M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
73.7KNew |
$1.75M - $1.77M
|
73.7K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73.7K+ 260.49% |
$1.75M - $1.77M
|
102K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
72.6KNew |
$1.73M - $1.74M
|
72.6K
$1.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
71.3K+ 8.32% |
$1.69M - $1.71M
|
928K
$22M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
66.8K+ 63.72% |
$1.59M - $1.6M
|
172K
$4.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
60.4K+ 9.99% |
$1.44M - $1.45M
|
665K
$15.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58.4K+ 17.75% |
$1.39M - $1.4M
|
387K
$9.2M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
57.9K+ 40.83% |
$1.38M - $1.39M
|
200K
$4.74M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
54.5K+ 8.67% |
$1.3M - $1.31M
|
683K
$16.2M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
53K+ 73.65% |
$1.26M - $1.27M
|
125K
$2.97M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
51.3K+ 64.39% |
$1.22M - $1.23M
|
131K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.9K+ 29.29% |
$1.21M - $1.22M
|
225K
$5.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.5K+ 8.02% |
$1.13M - $1.14M
|
640K
$15.2M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
47K+ 134.05% |
$1.12M - $1.13M
|
82.1K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.4K+ 110.71% |
$1.08M - $1.09M
|
86.4K
$2.05M
|