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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
44.2K+ 29.38% |
$1.05M - $1.06M
|
195K
$4.62M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
44.1K+ 25.59% |
$1.05M - $1.06M
|
216K
$5.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
42.6K+ 76.33% |
$1.01M - $1.02M
|
98.3K
$2.34M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
42.4K+ 36.78% |
$1.01M - $1.02M
|
158K
$3.75M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.9KNew |
$973K - $982K
|
40.9K
$972K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
40.3K+ 33.07% |
$958K - $967K
|
162K
$3.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
40.1K+ 4.17% |
$952K - $961K
|
1M
$23.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
39.5K+ 31.85% |
$938K - $947K
|
163K
$3.88M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.9KNew |
$830K - $838K
|
34.9K
$830K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
34.1K+ 13.53% |
$811K - $818K
|
286K
$6.8M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
33.6K+ 219.82% |
$799K - $807K
|
48.9K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
33.3KNew |
$792K - $799K
|
33.3K
$791K
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
32.4KNew |
$769K - $776K
|
32.4K
$769K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
32.3K+ 298.8% |
$767K - $774K
|
43.1K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
30.6K+ 3.57% |
$728K - $735K
|
889K
$21.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
30.1K+ 61.33% |
$714K - $721K
|
79.1K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
28.9K+ 8.07% |
$688K - $694K
|
387K
$9.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
28.7K+ 11.77% |
$681K - $687K
|
272K
$6.46M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
27.3K+ 49.0% |
$649K - $655K
|
83.1K
$1.97M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
26.4KNew |
$628K - $633K
|
26.4K
$627K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
26.3K+ 4.55% |
$624K - $630K
|
603K
$14.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
26K+ 4.77% |
$617K - $622K
|
570K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.8KNew |
$614K - $620K
|
25.8K
$614K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
25.2K+ 221.3% |
$599K - $605K
|
36.6K
$870K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
25K+ 73.88% |
$594K - $599K
|
58.8K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
24.3K+ 66.89% |
$577K - $582K
|
60.6K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
23K+ 23.17% |
$546K - $551K
|
122K
$2.9M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
23K+ 19.0% |
$545K - $551K
|
144K
$3.41M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
22.6K+ 30.01% |
$537K - $542K
|
97.9K
$2.33M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
22.4KNew |
$532K - $537K
|
22.4K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
22K+ 35.85% |
$524K - $529K
|
83.5K
$1.98M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
22K+ 13.06% |
$522K - $527K
|
190K
$4.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.4K+ 5.09% |
$507K - $512K
|
441K
$10.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21K+ 37.66% |
$498K - $503K
|
76.6K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
20.9K+ 5.44% |
$495K - $500K
|
404K
$9.6M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
19.5KNew |
$462K - $467K
|
19.5K
$462K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19.1KNew |
$455K - $459K
|
19.1K
$455K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.1K+ 28.4% |
$453K - $458K
|
86.3K
$2.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
17.1K+ 33.99% |
$406K - $410K
|
67.4K
$1.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.9K+ 19.72% |
$402K - $405K
|
103K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
16.8K+ 11.54% |
$399K - $402K
|
162K
$3.85M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
16.8KNew |
$398K - $402K
|
16.8K
$398K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.5K+ 12.99% |
$392K - $396K
|
144K
$3.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
16.4K+ 15.32% |
$391K - $394K
|
124K
$2.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.4KNew |
$389K - $392K
|
16.4K
$388K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
16.3K+ 153.47% |
$388K - $392K
|
27K
$641K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
15.7K+ 3.01% |
$374K - $378K
|
539K
$12.8M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 1.67% |
$373K - $376K
|
954K
$22.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14.9KNew |
$355K - $358K
|
14.9K
$354K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 35.5% |
$354K - $357K
|
56.8K
$1.35M
|