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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
33.8K+ 38.42% |
$800K - $806K
|
122K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.5K+ 3.41% |
$769K - $774K
|
986K
$23.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.3K+ 64.51% |
$741K - $746K
|
79.9K
$1.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.3K+ 36.61% |
$740K - $745K
|
117K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
30.8K+ 9.31% |
$729K - $734K
|
362K
$8.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
28.9K+ 3.25% |
$684K - $689K
|
918K
$21.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.7K+ 3.71% |
$680K - $685K
|
804K
$19.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.4K+ 7.08% |
$649K - $653K
|
415K
$9.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
27K+ 17.24% |
$637K - $642K
|
183K
$4.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
26.7K+ 16.45% |
$631K - $635K
|
189K
$4.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
26.6K+ 7.4% |
$629K - $634K
|
386K
$9.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
26.3K+ 148.31% |
$621K - $625K
|
44K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
26.2K+ 6.49% |
$620K - $624K
|
430K
$10.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
25.2K+ 2.19% |
$595K - $599K
|
1.17M
$27.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.4K+ 23.68% |
$578K - $582K
|
128K
$3.03M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
24.3K+ 31.07% |
$575K - $579K
|
103K
$2.44M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
23.4K+ 4.67% |
$554K - $558K
|
525K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
22.3KNew |
$528K - $531K
|
22.3K
$530K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
21.9K+ 27.34% |
$517K - $521K
|
102K
$2.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
20.1K+ 29.82% |
$476K - $479K
|
87.5K
$2.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.9K+ 54.28% |
$470K - $473K
|
56.5K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19.7K+ 7.22% |
$467K - $470K
|
293K
$6.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 19.42% |
$452K - $455K
|
117K
$2.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.6K+ 11.45% |
$439K - $442K
|
181K
$4.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.3KNew |
$432K - $436K
|
18.3K
$434K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
17.9K+ 24.59% |
$423K - $426K
|
90.7K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
17.9K+ 4.29% |
$423K - $426K
|
434K
$10.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
17.5K+ 8.75% |
$413K - $416K
|
217K
$5.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
17.4K+ 8.05% |
$411K - $414K
|
233K
$5.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
16.8K+ 28.55% |
$397K - $400K
|
75.6K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
16.3K+ 23.57% |
$385K - $388K
|
85.4K
$2.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
15.8K+ 5.52% |
$374K - $377K
|
302K
$7.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.7K+ 15.29% |
$371K - $374K
|
118K
$2.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.5K+ 18.6% |
$367K - $370K
|
99.1K
$2.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
15.2K+ 2.82% |
$360K - $362K
|
554K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.7KNew |
$348K - $350K
|
14.7K
$349K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14.6K+ 65.02% |
$344K - $347K
|
36.9K
$877K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14.3KNew |
$339K - $341K
|
14.3K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.2KNew |
$337K - $339K
|
14.2K
$338K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
14.1K+ 41.26% |
$333K - $335K
|
48.2K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
13.7K+ 92.78% |
$324K - $327K
|
28.5K
$677K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13.6KNew |
$321K - $323K
|
13.6K
$322K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.5K+ 29.64% |
$319K - $321K
|
59K
$1.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
13.2K+ 79.01% |
$313K - $315K
|
30K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.8KNew |
$302K - $304K
|
12.8K
$304K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.6K+ 2.08% |
$297K - $299K
|
616K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.5KNew |
$295K - $297K
|
12.5K
$296K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
11.8KNew |
$279K - $281K
|
11.8K
$280K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
11.7K+ 20.73% |
$276K - $278K
|
68.1K
$1.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
11.6KNew |
$274K - $276K
|
11.6K
$276K
|