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 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.16K+ 12.68% |
$27.5K - $27.8K
|
10.3K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.14KNew |
$27K - $27.3K
|
1.14K
$27K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 12.27% |
$24.9K - $25.2K
|
9.61K
$228K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.03K+ 3.02% |
$24.5K - $24.7K
|
35.1K
$833K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 25.33% |
$24K - $24.2K
|
4.99K
$119K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1KNew |
$23.8K - $24K
|
1K
$23.8K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
991+ 0.47% |
$23.5K - $23.8K
|
212K
$5.05M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
942+ 11775.0% |
$22.4K - $22.6K
|
950
$22.6K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
847New |
$20.1K - $20.3K
|
847
$20.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
800+ 0.78% |
$19K - $19.2K
|
103K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19K - $19.2K
|
800
$19K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
711New |
$16.9K - $17K
|
711
$16.9K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
704+ 11.25% |
$16.7K - $16.9K
|
6.96K
$165K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
654+ 2.36% |
$15.5K - $15.7K
|
28.3K
$673K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
650+ 6.15% |
$15.4K - $15.6K
|
11.2K
$267K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
629+ 12.73% |
$14.9K - $15.1K
|
5.57K
$132K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
464+ 1.95% |
$11K - $11.1K
|
24.2K
$575K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
425New |
$10.1K - $10.2K
|
425
$10.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
376+ 8.37% |
$8.93K - $9.02K
|
4.87K
$116K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
325+ 0.11% |
$7.72K - $7.79K
|
286K
$6.78M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
325New |
$7.72K - $7.79K
|
325
$7.72K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
298+ 15.97% |
$7.08K - $7.15K
|
2.16K
$51.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
205+ 1.3% |
$4.87K - $4.92K
|
16K
$379K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
157+ 0.7% |
$3.73K - $3.76K
|
22.7K
$538K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
125+ 0.41% |
$2.97K - $3K
|
30.8K
$731K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
116New |
$2.76K - $2.78K
|
116
$2.76K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
92+ 0.6% |
$2.19K - $2.21K
|
15.5K
$368K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
92+ 0.51% |
$2.19K - $2.21K
|
18.2K
$432K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
91+ 0.65% |
$2.16K - $2.18K
|
14.1K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
65+ 13.83% |
$1.54K - $1.56K
|
535
$12.7K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
43+ 0.66% |
$1.02K - $1.03K
|
6.58K
$156K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
42+ 0.19% |
$998 - $1.01K
|
21.8K
$518K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9+ 0.55% |
$214 - $216
|
1.63K
$38.7K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.05% |
$119 - $120
|
10.5K
$248K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$23.8 - $24
|
14.1K
$335K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-30- 2.69% |
$713 - $719
|
1.09K
$25.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-47- 0.02% |
$1.12K - $1.13K
|
224K
$5.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-99- 0.34% |
$2.35K - $2.37K
|
29.1K
$692K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-245- 0.28% |
$5.82K - $5.88K
|
88.1K
$2.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-344- 0.95% |
$8.17K - $8.25K
|
35.7K
$848K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-382- 0.56% |
$9.08K - $9.16K
|
67.7K
$1.61M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-388- 1.03% |
$9.22K - $9.3K
|
37.4K
$889K
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-431- 1.13% |
$10.2K - $10.3K
|
37.7K
$895K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-484- 0.6% |
$11.5K - $11.6K
|
80K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-539- 66.63% |
$12.8K - $12.9K
|
270
$6.41K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-595- 6.95% |
$14.1K - $14.3K
|
7.97K
$189K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-651- 1.08% |
$15.5K - $15.6K
|
59.4K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-886- 0.27% |
$21.1K - $21.2K
|
331K
$7.86M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.16K- 1.65% |
$27.6K - $27.9K
|
69.2K
$1.64M
|