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
|
Advisory Services Network, LLC
|
BUY
|
- |
11.6KNew |
$273K - $275K
|
11.6K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
11.3K+ 57.69% |
$266K - $268K
|
30.8K
$730K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.2K+ 4.36% |
$265K - $267K
|
268K
$6.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.1K+ 31.09% |
$262K - $264K
|
46.8K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.7KNew |
$254K - $256K
|
10.7K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$245K - $247K
|
10.4K
$246K
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
10.2K+ 3.62% |
$241K - $243K
|
292K
$6.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
10.1K+ 8.76% |
$240K - $241K
|
126K
$2.99M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
10.1K+ 7.03% |
$239K - $241K
|
154K
$3.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.1KNew |
$238K - $240K
|
10.1K
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
10.1K+ 24.2% |
$238K - $239K
|
51.6K
$1.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10K+ 10.38% |
$237K - $239K
|
107K
$2.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.79K+ 7.57% |
$231K - $233K
|
139K
$3.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
9.77K+ 9.97% |
$231K - $233K
|
108K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.46K+ 41.75% |
$224K - $225K
|
32.1K
$763K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.98K+ 1.84% |
$212K - $214K
|
496K
$11.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.95KNew |
$212K - $213K
|
8.95K
$213K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
8.62K+ 5.27% |
$204K - $205K
|
172K
$4.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.54K+ 100.0% |
$202K - $203K
|
17.1K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.47K+ 10.87% |
$200K - $202K
|
86.4K
$2.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.42K+ 43.96% |
$199K - $200K
|
27.6K
$655K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7.46K+ 24.45% |
$176K - $178K
|
38K
$902K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
7.44K+ 1.09% |
$176K - $177K
|
690K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.38K+ 8.88% |
$175K - $176K
|
90.5K
$2.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.35K+ 0.73% |
$174K - $175K
|
1.01M
$24M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.27K+ 3.68% |
$172K - $173K
|
205K
$4.87M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
7.27K+ 27.53% |
$172K - $173K
|
33.7K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.84K+ 8.33% |
$162K - $163K
|
88.9K
$2.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
6.79K+ 4.3% |
$160K - $162K
|
165K
$3.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.67K+ 13.22% |
$158K - $159K
|
57.1K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
6.15K+ 3.24% |
$146K - $147K
|
196K
$4.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
6K+ 15.2% |
$142K - $143K
|
45.4K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.78K+ 6.49% |
$137K - $138K
|
94.8K
$2.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
5.64K+ 11.8% |
$133K - $134K
|
53.4K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.35K+ 2.34% |
$126K - $127K
|
234K
$5.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.99K+ 1.6% |
$118K - $119K
|
317K
$7.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.86K+ 3.77% |
$115K - $116K
|
134K
$3.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.53K+ 10.52% |
$107K - $108K
|
47.6K
$1.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.45K+ 19.89% |
$105K - $106K
|
26.8K
$637K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.44K+ 4.88% |
$105K - $106K
|
95.5K
$2.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.35K+ 26.62% |
$103K - $104K
|
20.7K
$492K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.34KNew |
$103K - $103K
|
4.34K
$103K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
4.18K+ 24.25% |
$98.9K - $99.6K
|
21.4K
$509K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
4.12K+ 34.6% |
$97.3K - $98K
|
16K
$380K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.89K+ 19.07% |
$91.9K - $92.6K
|
24.3K
$576K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.86K+ 19.84% |
$91.3K - $92K
|
23.3K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.77K+ 3.01% |
$89K - $89.7K
|
129K
$3.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.72K+ 0.65% |
$87.9K - $88.6K
|
573K
$13.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.45K+ 23.06% |
$81.6K - $82.2K
|
18.4K
$437K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.33K+ 3.81% |
$78.8K - $79.4K
|
90.8K
$2.16M
|