Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.3K+ 25.49% |
$304K - $310K
|
60.7K
$1.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.3KNew |
$303K - $309K
|
12.3K
$309K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12.2K+ 54.37% |
$302K - $308K
|
34.7K
$873K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12K+ 98.52% |
$295K - $300K
|
24.1K
$606K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
11.9K+ 27.96% |
$294K - $300K
|
54.6K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.7K+ 49.78% |
$288K - $293K
|
35.1K
$883K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.5K+ 18.77% |
$283K - $288K
|
72.5K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.3KNew |
$278K - $283K
|
11.3K
$284K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
11.2K+ 51.67% |
$276K - $281K
|
32.8K
$825K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.1KNew |
$273K - $278K
|
11.1K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.8K+ 123.49% |
$267K - $271K
|
19.5K
$491K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.6K+ 87.5% |
$261K - $265K
|
22.6K
$569K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
10.5KNew |
$260K - $265K
|
10.5K
$265K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
10.2KNew |
$253K - $257K
|
10.2K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 106.56% |
$250K - $254K
|
19.6K
$493K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.1KNew |
$249K - $254K
|
10.1K
$254K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.99K+ 116.07% |
$247K - $251K
|
18.6K
$468K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.38K+ 5.68% |
$232K - $236K
|
175K
$4.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.09K+ 74.65% |
$224K - $228K
|
21.3K
$535K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.01K+ 33.16% |
$223K - $227K
|
36.2K
$910K
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
8.85KNew |
$219K - $222K
|
8.85K
$223K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
8.58K+ 23.47% |
$212K - $216K
|
45.1K
$1.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.51K+ 17.64% |
$210K - $214K
|
56.8K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.32K+ 12.64% |
$205K - $209K
|
74.1K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.08K+ 45.27% |
$200K - $203K
|
25.9K
$652K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.93K+ 5.39% |
$196K - $199K
|
155K
$3.9M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
7.52K+ 2.87% |
$186K - $189K
|
269K
$6.77M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
7.33K+ 3.45% |
$181K - $184K
|
219K
$5.52M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7.24K+ 4.91% |
$179K - $182K
|
155K
$3.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7.15K+ 75.27% |
$177K - $180K
|
16.7K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.96K+ 61.43% |
$172K - $175K
|
18.3K
$460K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.74K+ 4.49% |
$166K - $169K
|
157K
$3.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.66K+ 17.75% |
$164K - $167K
|
44.2K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
6.54K+ 18.89% |
$161K - $164K
|
41.2K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.2K+ 43.34% |
$153K - $156K
|
20.5K
$516K
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.17K+ 3.55% |
$152K - $155K
|
180K
$4.53M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.77K+ 6.71% |
$142K - $145K
|
91.7K
$2.31M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.71K+ 5.93% |
$141K - $143K
|
102K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.63KNew |
$139K - $142K
|
5.63K
$142K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
5.62K+ 59.18% |
$139K - $141K
|
15.1K
$380K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
5.44K+ 40.26% |
$134K - $137K
|
18.9K
$477K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.74K+ 19.33% |
$117K - $119K
|
29.2K
$735K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.63KNew |
$114K - $116K
|
4.63K
$116K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.55K+ 42.03% |
$112K - $114K
|
15.4K
$387K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.48K+ 2.45% |
$111K - $113K
|
187K
$4.71M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
4.42K+ 8.65% |
$109K - $111K
|
55.5K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.34K+ 2.87% |
$107K - $109K
|
155K
$3.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
4.2K+ 45.09% |
$104K - $106K
|
13.5K
$340K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.1K+ 1.58% |
$101K - $103K
|
263K
$6.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.09K+ 4.22% |
$101K - $103K
|
101K
$2.54M
|