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 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
629+ 1.94% |
$14.9K - $15K
|
33K
$783K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
420+ 3.62% |
$9.93K - $10K
|
12K
$286K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
361+ 0.64% |
$8.54K - $8.6K
|
57.2K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
340+ 1.2% |
$8.04K - $8.1K
|
28.7K
$681K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
315New |
$7.45K - $7.5K
|
315
$7.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
200+ 1.94% |
$4.73K - $4.76K
|
10.5K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
155+ 1.04% |
$3.67K - $3.69K
|
15.1K
$358K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
146+ 1.04% |
$3.45K - $3.48K
|
14.2K
$338K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
146+ 0.8% |
$3.45K - $3.48K
|
18.4K
$436K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
130+ 0.68% |
$3.07K - $3.1K
|
19.3K
$459K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
125+ 0.56% |
$2.96K - $2.98K
|
22.4K
$532K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 0.55% |
$2.15K - $2.17K
|
16.6K
$394K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
71+ 16.71% |
$1.68K - $1.69K
|
496
$11.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
68+ 1.03% |
$1.61K - $1.62K
|
6.65K
$158K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
64+ 1.31% |
$1.51K - $1.52K
|
4.93K
$117K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
48+ 0.22% |
$1.14K - $1.14K
|
21.9K
$520K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42+ 0.84% |
$993 - $1K
|
5.03K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20+ 0.65% |
$473 - $476
|
3.08K
$73.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 0.92% |
$355 - $357
|
1.65K
$39.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
4+ 0.42% |
$94.6 - $95.3
|
954
$22.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 0.01% |
$47.3 - $47.6
|
14.1K
$335K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$47.3 - $47.6
|
5.57K
$132K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-54- 0.14% |
$1.28K - $1.29K
|
37.4K
$889K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-103- 0.14% |
$2.44K - $2.45K
|
74.7K
$1.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-185- 14.1% |
$4.38K - $4.41K
|
1.13K
$26.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 0.07% |
$4.73K - $4.76K
|
285K
$6.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-250- 0.7% |
$5.91K - $5.96K
|
35.4K
$842K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-252- 0.67% |
$5.96K - $6K
|
37.4K
$889K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-252- 0.14% |
$5.96K - $6K
|
186K
$4.41M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-258- 0.65% |
$6.1K - $6.15K
|
39.3K
$933K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-275- 0.22% |
$6.5K - $6.55K
|
127K
$3.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-295- 2.7% |
$6.98K - $7.03K
|
10.6K
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-360- 1.48% |
$8.51K - $8.58K
|
24K
$570K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-364- 13.03% |
$8.61K - $8.67K
|
2.43K
$57.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-440- 1.82% |
$10.4K - $10.5K
|
23.8K
$565K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-470- 87.85% |
$11.1K - $11.2K
|
65
$1.54K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-502- 0.28% |
$11.9K - $12K
|
182K
$4.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-607- 3.92% |
$14.4K - $14.5K
|
14.9K
$353K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-748- 2.13% |
$17.7K - $17.8K
|
34.3K
$815K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-765- 0.9% |
$18.1K - $18.2K
|
84.4K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-941- 6.42% |
$22.3K - $22.4K
|
13.7K
$326K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-961- 4.9% |
$22.7K - $22.9K
|
18.7K
$443K
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.05K- 1.4% |
$24.8K - $25K
|
73.8K
$1.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 41.92% |
$27.3K - $27.5K
|
1.6K
$38K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.19K- 89.09% |
$28.2K - $28.4K
|
146
$3.47K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.2K- 0.94% |
$28.3K - $28.5K
|
126K
$2.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.22K- 0.98% |
$28.8K - $29K
|
123K
$2.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.22K- 2.17% |
$28.9K - $29.1K
|
55.1K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.34K- 70.85% |
$31.6K - $31.8K
|
550
$13.1K
|