Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.61M+ 119.64% |
$38.1M - $38.4M
|
2.96M
$70.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
713K+ 6200.0% |
$16.9M - $17M
|
725K
$17.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
315K+ 29.02% |
$7.44M - $7.49M
|
1.4M
$33.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
292K+ 66.21% |
$6.91M - $6.95M
|
733K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
288K+ 44.5% |
$6.8M - $6.85M
|
934K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
251K+ 21.68% |
$5.94M - $5.98M
|
1.41M
$33.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
250K+ 31.62% |
$5.91M - $5.95M
|
1.04M
$24.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
245K+ 28.55% |
$5.78M - $5.83M
|
1.1M
$26.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
218K+ 13.11% |
$5.15M - $5.19M
|
1.88M
$44.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
209K+ 6.71% |
$4.94M - $4.97M
|
3.32M
$78.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
209K+ 6.71% |
$4.94M - $4.97M
|
3.32M
$78.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
206K+ 39.0% |
$4.88M - $4.91M
|
735K
$17.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
173K+ 181.27% |
$4.08M - $4.11M
|
268K
$6.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
171KNew |
$4.04M - $4.06M
|
171K
$4.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
169K+ 3.44% |
$3.99M - $4.02M
|
5.08M
$121M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
166K+ 2.24% |
$3.93M - $3.96M
|
7.57M
$180M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
145K+ 31.95% |
$3.43M - $3.45M
|
598K
$14.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
132KNew |
$3.12M - $3.14M
|
132K
$3.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 19.85% |
$2.92M - $2.94M
|
744K
$17.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
121KNew |
$2.86M - $2.88M
|
121K
$2.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
106KNew |
$2.5M - $2.52M
|
106K
$2.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
106K+ 5.6% |
$2.5M - $2.52M
|
1.99M
$47.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
105KNew |
$2.47M - $2.49M
|
105K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
87.2K+ 19.68% |
$2.06M - $2.08M
|
530K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
70.7K+ 5.27% |
$1.67M - $1.68M
|
1.41M
$33.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.8K+ 29.86% |
$1.63M - $1.64M
|
299K
$7.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
68.3K+ 24.24% |
$1.62M - $1.63M
|
350K
$8.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
67.5KNew |
$1.6M - $1.61M
|
67.5K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.9K+ 3.54% |
$1.54M - $1.55M
|
1.9M
$45.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
64.5K+ 7.34% |
$1.53M - $1.54M
|
943K
$22.4M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
64.1K+ 7.58% |
$1.51M - $1.53M
|
910K
$21.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.2K+ 15.93% |
$1.5M - $1.51M
|
460K
$10.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
61.6K+ 14.31% |
$1.46M - $1.47M
|
492K
$11.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
60.9K+ 8.27% |
$1.44M - $1.45M
|
798K
$18.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
57.2K+ 29.4% |
$1.35M - $1.36M
|
252K
$5.98M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
52.6KNew |
$1.24M - $1.25M
|
52.6K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
46.9K+ 6.8% |
$1.11M - $1.12M
|
736K
$17.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
46.5K+ 33.15% |
$1.1M - $1.11M
|
187K
$4.43M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
45.1K+ 92.1% |
$1.07M - $1.07M
|
94K
$2.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44K+ 2.15% |
$1.04M - $1.05M
|
2.09M
$49.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
39.3KNew |
$930K - $937K
|
39.3K
$934K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
39.2K+ 8.15% |
$928K - $935K
|
521K
$12.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
37.9K+ 5.69% |
$895K - $902K
|
703K
$16.7M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
37.8KNew |
$894K - $901K
|
37.8K
$898K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
37.5K+ 4.18% |
$886K - $892K
|
934K
$22.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
36.2K+ 45.81% |
$857K - $863K
|
115K
$2.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
36K+ 133.47% |
$852K - $858K
|
63K
$1.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
35KNew |
$827K - $833K
|
35K
$831K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
35KNew |
$827K - $833K
|
35K
$830K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
34.3KNew |
$812K - $818K
|
34.3K
$815K
|