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 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 0.39% |
$27.7K - $27.9K
|
298K
$7.08M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.82K- 19.11% |
$43.3K - $43.7K
|
7.71K
$183K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 0.93% |
$50.8K - $51.3K
|
228K
$5.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.47K- 7.85% |
$58.6K - $59.1K
|
28.9K
$687K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.7K- 21.2% |
$64.2K - $64.8K
|
10K
$239K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.8K- 8.63% |
$66.5K - $67.1K
|
29.7K
$704K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.95K- 7.48% |
$70.2K - $70.8K
|
36.5K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.02K- 13.83% |
$71.8K - $72.4K
|
18.8K
$447K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-3.79K- 2.89% |
$89.9K - $90.8K
|
127K
$3.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.06K- 11.31% |
$96.4K - $97.3K
|
31.8K
$756K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4.3K- 31.93% |
$102K - $103K
|
9.17K
$218K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5K- 5.41% |
$119K - $120K
|
87.5K
$2.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-5.15K- 2.75% |
$122K - $123K
|
182K
$4.33M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-7.96K- 15.62% |
$189K - $191K
|
43K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-8.54K- 50.0% |
$203K - $205K
|
8.54K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.83K- 9.42% |
$210K - $212K
|
84.9K
$2.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-10.1K- 13.35% |
$241K - $243K
|
65.7K
$1.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10.8K- 75.91% |
$256K - $259K
|
3.43K
$81.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-14K- 1.87% |
$334K - $337K
|
737K
$17.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-18.9K- 5.71% |
$449K - $453K
|
312K
$7.41M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-20.2K- 2.25% |
$480K - $484K
|
878K
$20.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21.5K- 3.63% |
$510K - $515K
|
570K
$13.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-22.6K- 16.37% |
$537K - $542K
|
115K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.2K- 47.64% |
$551K - $557K
|
25.5K
$606K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28K- 2.12% |
$664K - $671K
|
1.29M
$30.6M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-28.2K- 2.82% |
$671K - $677K
|
972K
$23.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-28.4K- 18.01% |
$675K - $681K
|
129K
$3.07M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.4K- 2.39% |
$675K - $681K
|
1.16M
$27.5M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-35.7K- 4.05% |
$848K - $855K
|
845K
$20.1M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-45.1K- 5.93% |
$1.07M - $1.08M
|
715K
$17M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-50.6K- 18.98% |
$1.2M - $1.21M
|
216K
$5.13M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-60K- 29.97% |
$1.43M - $1.44M
|
140K
$3.33M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-90.1K- 5.15% |
$2.14M - $2.16M
|
1.66M
$39.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-110K- 32.26% |
$2.61M - $2.63M
|
231K
$5.48M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-161K- 62.9% |
$3.84M - $3.87M
|
95.3K
$2.26M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-209K- 6.29% |
$4.96M - $5.01M
|
3.11M
$73.9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-847K- 52.23% |
$20.1M - $20.3M
|
775K
$18.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-902K- 98.74% |
$21.4M - $21.6M
|
11.5K
$273K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.74M- 56.48% |
$41.4M - $41.8M
|
1.34M
$31.9M
|