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 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
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$351K - $355K
|
14.8K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6K+ 35.44% |
$346K - $349K
|
55.6K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
14.5K+ 1302.87% |
$345K - $348K
|
15.6K
$371K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
14.2K+ 22.08% |
$336K - $339K
|
78.3K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
14.1KNew |
$336K - $339K
|
14.1K
$336K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
13.8KNew |
$328K - $331K
|
13.8K
$328K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
13.8K+ 53.38% |
$327K - $330K
|
39.6K
$939K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
13.7K+ 51.96% |
$326K - $329K
|
40.1K
$952K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
13.2K+ 5.25% |
$314K - $317K
|
265K
$6.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12.7K+ 54.39% |
$303K - $306K
|
36.2K
$860K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.3K+ 3.2% |
$293K - $295K
|
397K
$9.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
12K+ 25.27% |
$286K - $288K
|
59.6K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
12KNew |
$285K - $287K
|
12K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.8K+ 25.81% |
$280K - $283K
|
57.5K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
11.6KNew |
$276K - $278K
|
11.6K
$276K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 15.5% |
$272K - $275K
|
85.4K
$2.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
11.3K+ 14.55% |
$269K - $271K
|
89.1K
$2.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
11.3K+ 3.7% |
$268K - $270K
|
315K
$7.49M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.2K+ 30.11% |
$267K - $270K
|
48.6K
$1.15M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.1K+ 4.24% |
$264K - $266K
|
273K
$6.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
11K+ 31.9% |
$262K - $264K
|
45.5K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
10.8KNew |
$256K - $259K
|
10.8K
$256K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.4K+ 108.2% |
$248K - $251K
|
20.1K
$477K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 9.18% |
$245K - $247K
|
123K
$2.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.3K+ 25.49% |
$244K - $246K
|
50.5K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$241K - $243K
|
10.2K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.98KNew |
$237K - $239K
|
9.98K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.98K+ 6.66% |
$237K - $239K
|
160K
$3.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9.97KNew |
$237K - $239K
|
9.97K
$237K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.84K+ 8.26% |
$234K - $236K
|
129K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.75K+ 37.62% |
$232K - $234K
|
35.7K
$847K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9.67K+ 46.43% |
$230K - $232K
|
30.5K
$724K
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
9.3K+ 110.71% |
$221K - $223K
|
17.7K
$420K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.88K+ 1.86% |
$211K - $213K
|
487K
$11.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
8.52K+ 31.15% |
$202K - $204K
|
35.9K
$852K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.47K+ 33.02% |
$201K - $203K
|
34.1K
$810K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.17K+ 7.94% |
$194K - $196K
|
111K
$2.64M
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
8.06K+ 2.86% |
$191K - $193K
|
290K
$6.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.79K+ 5.05% |
$185K - $187K
|
162K
$3.84M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.71K+ 10.74% |
$183K - $185K
|
79.5K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.97K+ 46.26% |
$166K - $167K
|
22K
$523K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
6.83K+ 135.11% |
$162K - $164K
|
11.9K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.7K+ 48.96% |
$159K - $161K
|
20.4K
$484K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.7K+ 46.62% |
$159K - $161K
|
21.1K
$500K
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.61K+ 3.46% |
$157K - $159K
|
198K
$4.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
6.36K+ 19.63% |
$151K - $152K
|
38.8K
$920K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.29K+ 30.61% |
$149K - $151K
|
26.8K
$637K
|