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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.06K+ 3.04% |
$100K - $102K
|
137K
$3.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.92K+ 35.15% |
$96.9K - $98.6K
|
15.1K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.7K+ 6.84% |
$91.3K - $93K
|
57.8K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.59K+ 5.63% |
$88.7K - $90.3K
|
67.4K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
3.47K+ 3.79% |
$85.7K - $87.3K
|
94.9K
$2.39M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.42K+ 2.37% |
$84.4K - $86K
|
148K
$3.73M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.32K+ 11.72% |
$81.8K - $83.3K
|
31.6K
$796K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.2K+ 138.28% |
$78.9K - $80.4K
|
5.51K
$139K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.04K+ 5.22% |
$75.1K - $76.5K
|
61.3K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Reliant Wealth Planning
|
BUY
|
- |
2.74K+ 17.23% |
$67.7K - $69K
|
18.7K
$470K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.69K+ 23.79% |
$66.4K - $67.6K
|
14K
$353K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.63K+ 13.08% |
$64.8K - $66K
|
22.7K
$572K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
2.53K+ 24.58% |
$62.5K - $63.7K
|
12.8K
$324K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.26K+ 10.31% |
$55.7K - $56.7K
|
24.1K
$609K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.06K+ 14.16% |
$50.9K - $51.8K
|
16.6K
$419K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
2KNew |
$49.4K - $50.3K
|
2K
$50.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2KNew |
$49.4K - $50.3K
|
2K
$50.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.92K+ 57.53% |
$47.4K - $48.3K
|
5.26K
$133K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.67K+ 5.58% |
$41.2K - $42K
|
31.6K
$797K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.61KNew |
$39.7K - $40.4K
|
1.61K
$40.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.38K+ 9.57% |
$33.9K - $34.6K
|
15.8K
$397K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.23K+ 2682.61% |
$30.5K - $31K
|
1.28K
$32.3K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.22KNew |
$30.2K - $30.8K
|
1.22K
$30.9K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.2K+ 22.68% |
$29.5K - $30K
|
6.46K
$163K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.2K+ 13.94% |
$29.5K - $30K
|
9.77K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.19KNew |
$29.3K - $29.8K
|
1.19K
$29.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.11K+ 0.55% |
$27.5K - $28K
|
204K
$5.14M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.03K+ 5.28% |
$25.3K - $25.8K
|
20.5K
$516K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
836+ 186.61% |
$20.6K - $21K
|
1.28K
$32.4K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19.8K - $20.1K
|
800
$20.2K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
753New |
$18.6K - $18.9K
|
753
$19K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
601+ 12.59% |
$14.8K - $15.1K
|
5.37K
$135K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
600+ 7.44% |
$14.8K - $15.1K
|
8.66K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
445+ 3.68% |
$11K - $11.2K
|
12.5K
$316K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
400New |
$9.88K - $10.1K
|
400
$10.1K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
393New |
$9.7K - $9.88K
|
393
$9.91K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
248+ 2.4% |
$6.12K - $6.23K
|
10.6K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
88New |
$2.17K - $2.21K
|
88
$2.22K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
77+ 0.77% |
$1.9K - $1.94K
|
10.1K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
75+ 3.41% |
$1.85K - $1.89K
|
2.28K
$57.4K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58+ 0.28% |
$1.43K - $1.46K
|
20.5K
$516K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
34+ 0.13% |
$839 - $855
|
27K
$680K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
34New |
$839 - $855
|
34
$857
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32+ 0.3% |
$790 - $804
|
10.5K
$265K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 0.82% |
$321 - $327
|
1.6K
$40.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.83% |
$148 - $151
|
726
$18.3K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.05% |
$123 - $126
|
10.6K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-396- 0.72% |
$9.78K - $9.96K
|
54.5K
$1.37M
|