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
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.52K- 19.08% |
$35.9K - $36.2K
|
6.45K
$153K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.65K- 10.32% |
$39K - $39.3K
|
14.3K
$340K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.65K- 5.06% |
$39.1K - $39.4K
|
31K
$736K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.12K- 2.67% |
$50.2K - $50.5K
|
77.4K
$1.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.33K- 4.04% |
$55K - $55.4K
|
55.2K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.35K- 8.74% |
$55.5K - $55.9K
|
24.5K
$582K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 1.93% |
$55.9K - $56.3K
|
120K
$2.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.7K- 6.75% |
$63.9K - $64.4K
|
37.4K
$887K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.81K- 9.7% |
$66.4K - $66.9K
|
26.1K
$621K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.9K- 1.37% |
$68.6K - $69.1K
|
210K
$4.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.26K- 4.95% |
$77K - $77.6K
|
62.5K
$1.48M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-3.4K- 0.6% |
$80.5K - $81K
|
566K
$13.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3.47K- 9.57% |
$81.9K - $82.5K
|
32.7K
$777K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.49K- 45.24% |
$82.5K - $83.1K
|
4.22K
$100K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.56K- 5.42% |
$84.2K - $84.8K
|
62.2K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.68K- 1.39% |
$86.9K - $87.5K
|
262K
$6.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.7K- 21.59% |
$87.5K - $88.1K
|
13.4K
$319K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.72K- 0.38% |
$87.9K - $88.5K
|
981K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.82K- 2.31% |
$90.4K - $91K
|
161K
$3.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5.56K- 60.61% |
$131K - $132K
|
3.61K
$85.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.64K- 3.93% |
$133K - $134K
|
138K
$3.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5.96K- 2.59% |
$141K - $142K
|
224K
$5.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.43K- 34.13% |
$152K - $153K
|
12.4K
$295K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.3K- 1.14% |
$173K - $174K
|
632K
$15M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7.92K- 6.86% |
$187K - $189K
|
108K
$2.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-8.54K- 12.6% |
$202K - $203K
|
59.2K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.3K- 12.08% |
$243K - $244K
|
74.7K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.6K- 44.94% |
$275K - $277K
|
14.2K
$338K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12K- 29.24% |
$283K - $285K
|
29K
$688K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 5.37% |
$285K - $287K
|
213K
$5.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-14K- 2.43% |
$330K - $333K
|
560K
$13.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-14.1K- 23.32% |
$334K - $336K
|
46.4K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.3K- 17.02% |
$410K - $413K
|
84.6K
$2.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-21K- 27.36% |
$496K - $499K
|
55.7K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27.3K- 3.6% |
$647K - $651K
|
732K
$17.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29.2K- 21.8% |
$690K - $695K
|
105K
$2.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-34K- 19.79% |
$803K - $809K
|
138K
$3.27M
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-45K- 65.07% |
$1.07M - $1.07M
|
24.2K
$574K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-57K- 7.97% |
$1.35M - $1.36M
|
658K
$15.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-57.5K- 5.91% |
$1.36M - $1.37M
|
914K
$21.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-58.5K- 33.41% |
$1.38M - $1.39M
|
117K
$2.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-60.6K- 20.33% |
$1.43M - $1.44M
|
237K
$5.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-60.8K- 4.59% |
$1.44M - $1.45M
|
1.26M
$30M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-71.3K- 7.68% |
$1.69M - $1.7M
|
857K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-76.4K- 5.93% |
$1.81M - $1.82M
|
1.21M
$28.8M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-94.1K- 66.18% |
$2.22M - $2.24M
|
48.1K
$1.14M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-713K- 98.41% |
$16.9M - $17M
|
11.5K
$273K
|