Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)

IBDT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 15, 2024 Q1 2024
Northwestern Mutual Wealth Management CO

BUY
 -
35.1K
+ 67.12%
$865K - $881K
87.3K $2.19M
Apr 24, 2024 Q1 2024
Central Trust CO

Jefferson City, MO
BUY
 -
34.7K
+ 18.54%
$856K - $871K
222K $5.57M
Apr 23, 2024 Q1 2024
Global Retirement Partners, LLC

BUY
 -
31.3K
+ 110.06%
$774K - $788K
59.8K $1.5M
Apr 23, 2024 Q1 2024
Platte River Wealth Advisors, LLC

BUY
 -
31.1K
+ 15.68%
$768K - $782K
229K $5.77M
May 06, 2024 Q1 2024
Spinnaker Trust

BUY
 -
30.8K
+ 33.34%
$760K - $773K
123K $3.09M
Apr 23, 2024 Q1 2024
Hamel Associates, Inc.

BUY
 -
29.4K
+ 14.28%
$725K - $738K
235K $5.91M
Apr 25, 2024 Q1 2024
Sigma Investment Counselors Inc

BUY
 -
27.5K
+ 2.8%
$680K - $692K
1.01M $25.4M
Apr 29, 2024 Q1 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
26.9K
+ 9.57%
$664K - $676K
308K $7.74M
Apr 18, 2024 Q1 2024
Ff Advisors,Llc

Manhattan Beach, CA
BUY
 -
26.7K
+ 39.08%
$659K - $671K
95K $2.39M
May 13, 2024 Q1 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
26.1K
New
$645K - $657K
26.1K $657K
Apr 25, 2024 Q1 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
24.7K
+ 20.65%
$610K - $621K
144K $3.63M
May 14, 2024 Q1 2024
Old Mission Capital LLC

BUY
 -
24.1K
New
$594K - $605K
24.1K $606K
May 07, 2024 Q1 2024
Stonebrook Private Inc.

Northville, MI
BUY
 -
23.9K
+ 73.4%
$590K - $601K
56.4K $1.42M
May 01, 2024 Q1 2024
Klingman & Associates, LLC

BUY
 -
22.8K
+ 2.13%
$564K - $574K
1.1M $27.6M
Apr 29, 2024 Q1 2024
Harbor Advisory Corp

BUY
 -
22K
+ 24.89%
$542K - $552K
110K $2.77M
Apr 05, 2024 Q1 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
21.9K
New
$541K - $551K
21.9K $551K
May 13, 2024 Q1 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
21.8K
+ 41.55%
$538K - $547K
74.2K $1.87M
Apr 24, 2024 Q1 2024
4 Thought Financial Group Inc.

BUY
 -
21.3K
+ 18.87%
$526K - $536K
134K $3.38M
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
21.2K
+ 107.04%
$524K - $533K
41K $1.03M
May 13, 2024 Q1 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
21K
+ 3.46%
$518K - $527K
627K $15.8M
Apr 17, 2024 Q1 2024
Northstar Group, Inc.

BUY
 -
20.6K
New
$509K - $518K
20.6K $518K
May 13, 2024 Q1 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
20.3K
New
$502K - $511K
20.3K $511K
Apr 30, 2024 Q1 2024
Foundry Financial Group, Inc.

Laconia, NH
BUY
 -
20.2K
+ 78.55%
$499K - $508K
45.9K $1.15M
May 29, 2024 Q1 2024
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
19.2K
+ 43.74%
$474K - $483K
63.1K $1.59M
Apr 05, 2024 Q1 2024
Cwm, LLC

BUY
 -
18.5K
+ 16.19%
$456K - $464K
133K $3.33M
May 01, 2024 Q1 2024
Resonant Capital Advisors, LLC

BUY
 -
18.4K
New
$454K - $462K
18.4K $463K
Apr 24, 2024 Q1 2024
Strid Group, LLC

BUY
 -
18.2K
New
$450K - $458K
18.2K $458K
Apr 24, 2024 Q1 2024
First Fiduciary Investment Counsel, Inc.

BUY
 -
17.5K
+ 83.84%
$433K - $441K
38.5K $967K
Apr 16, 2024 Q1 2024
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
17.1K
+ 16.74%
$422K - $429K
119K $3M
Apr 29, 2024 Q1 2024
Fulton Breakefield Broenniman LLC

BUY
 -
17K
+ 23.48%
$420K - $428K
89.5K $2.25M
Apr 24, 2024 Q1 2024
Leavell Investment Management, Inc.

BUY
 -
17K
+ 84.68%
$420K - $427K
37.1K $932K
Apr 23, 2024 Q1 2024
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
16.2K
+ 19.41%
$399K - $406K
99.5K $2.5M
Apr 15, 2024 Q1 2024
Hengehold Capital Management LLC

BUY
 -
15.8K
+ 3.75%
$391K - $398K
438K $11M
Apr 15, 2024 Q1 2024
Chesley Taft & Associates LLC

BUY
 -
15.4K
+ 59.46%
$380K - $387K
41.3K $1.04M
Apr 09, 2024 Q1 2024
Montecito Bank & Trust

BUY
 -
15.3K
New
$378K - $385K
15.3K $385K
May 21, 2024 Q1 2024
Arrow Financial Corp

BUY
 -
15.3K
+ 3.05%
$378K - $384K
517K $13M
May 09, 2024 Q1 2024
Journey Advisory Group, LLC

BUY
 -
14.9K
New
$368K - $375K
14.9K $375K
May 08, 2024 Q1 2024
Belpointe Asset Management LLC

BUY
 -
14.8K
New
$366K - $372K
14.8K $372K
Apr 29, 2024 Q1 2024
Princeton Global Asset Management LLC

BUY
 -
14.5K
+ 56.28%
$357K - $363K
40.1K $1.01M
May 01, 2024 Q1 2024
Meitav Dash Investments LTD

BUY
 -
14.4K
+ 32.37%
$356K - $363K
59K $1.48M
May 14, 2024 Q1 2024
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
14.4K
+ 5.89%
$354K - $361K
258K $6.49M
Apr 30, 2024 Q1 2024
Valley Forge Investment Consultants Inc Adv

BUY
 -
14.3K
New
$354K - $361K
14.3K $361K
Apr 23, 2024 Q1 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
14.1K
New
$349K - $355K
14.1K $355K
May 02, 2024 Q1 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
14.1K
+ 31.99%
$347K - $353K
58K $1.46M
May 13, 2024 Q1 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
13.9K
+ 3060.35%
$343K - $349K
14.3K $361K
May 09, 2024 Q1 2024
Private Portfolio Partners LLC

BUY
 -
13.3K
New
$328K - $334K
13.3K $334K
Apr 05, 2024 Q1 2024
Rvw Wealth, LLC

BUY
 -
12.8K
+ 2.01%
$315K - $321K
648K $16.3M
May 03, 2024 Q1 2024
Valmark Advisers, Inc.

BUY
 -
12.4K
New
$307K - $313K
12.4K $313K
May 13, 2024 Q1 2024
Venture Visionary Partners LLC

BUY
 -
12.3K
+ 9.14%
$305K - $310K
147K $3.71M

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