Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
605K+ 33.43% |
$14.8M - $15M
|
2.41M
$60.7M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
388K+ 5.98% |
$9.47M - $9.65M
|
6.88M
$173M
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
377KNew |
$9.19M - $9.36M
|
377K
$9.47M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
368K+ 15.29% |
$8.99M - $9.16M
|
2.78M
$69.8M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
368K+ 15.29% |
$8.99M - $9.16M
|
2.78M
$69.8M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
286K+ 132.33% |
$6.97M - $7.11M
|
502K
$12.6M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
269KNew |
$6.57M - $6.69M
|
269K
$6.77M
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
255K+ 134.74% |
$6.21M - $6.33M
|
444K
$11.2M
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
248K+ 56.67% |
$6.06M - $6.17M
|
686K
$17.3M
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
220K+ 26.6% |
$5.37M - $5.47M
|
1.05M
$26.3M
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
202K+ 9.19% |
$4.92M - $5.01M
|
2.39M
$60.2M
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
142K+ 50.99% |
$3.47M - $3.54M
|
422K
$10.6M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 12.63% |
$3.11M - $3.17M
|
1.14M
$28.6M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 10.43% |
$3.07M - $3.13M
|
1.33M
$33.5M
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
123K+ 5.39% |
$2.99M - $3.05M
|
2.4M
$60.3M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 20.48% |
$2.63M - $2.68M
|
633K
$15.9M
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
104KNew |
$2.54M - $2.59M
|
104K
$2.62M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.7K+ 5.96% |
$2.43M - $2.48M
|
1.77M
$44.6M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
93.4K+ 5.57% |
$2.28M - $2.32M
|
1.77M
$44.5M
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
88.2K+ 6.89% |
$2.15M - $2.19M
|
1.37M
$34.4M
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
82.8K+ 12.79% |
$2.02M - $2.06M
|
731K
$18.4M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.1K+ 8.99% |
$2M - $2.04M
|
995K
$25M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.1K+ 8.13% |
$1.95M - $1.99M
|
1.07M
$26.8M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
74.6K+ 75.94% |
$1.82M - $1.86M
|
173K
$4.35M
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
71.7K+ 40.22% |
$1.75M - $1.78M
|
250K
$6.28M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70K+ 6.6% |
$1.71M - $1.74M
|
1.13M
$28.4M
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
66.1KNew |
$1.61M - $1.64M
|
66.1K
$1.66M
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
61.1K+ 55.43% |
$1.49M - $1.52M
|
171K
$4.31M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
58.7K+ 27.15% |
$1.43M - $1.46M
|
275K
$6.91M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
57.8K+ 17.3% |
$1.41M - $1.44M
|
392K
$9.85M
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
50.2K+ 6.43% |
$1.22M - $1.25M
|
830K
$20.9M
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
49.6KNew |
$1.21M - $1.23M
|
49.6K
$1.25M
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
46.9KNew |
$1.14M - $1.17M
|
46.9K
$1.18M
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
43.2KNew |
$1.05M - $1.07M
|
43.2K
$1.09M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40.6K+ 26.05% |
$990K - $1.01M
|
196K
$4.94M
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
38.7K+ 16.47% |
$944K - $962K
|
274K
$6.88M
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
38.2K+ 6.29% |
$932K - $950K
|
645K
$16.2M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38.1K+ 108.45% |
$929K - $946K
|
73.2K
$1.84M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38K+ 6.05% |
$926K - $944K
|
665K
$16.7M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
33.3K+ 163.92% |
$813K - $829K
|
53.7K
$1.35M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.2K+ 10.78% |
$809K - $825K
|
341K
$8.57M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
32.9K+ 10.54% |
$802K - $818K
|
345K
$8.67M
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
31.3K+ 2.99% |
$764K - $778K
|
1.08M
$27.1M
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
28.5K+ 12.19% |
$694K - $707K
|
262K
$6.58M
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
26.7K+ 17.24% |
$650K - $663K
|
181K
$4.56M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
26.5K+ 36.37% |
$646K - $658K
|
99.3K
$2.5M
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
25.8K+ 121.43% |
$630K - $642K
|
47.1K
$1.18M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.6K+ 42.84% |
$625K - $637K
|
85.4K
$2.15M
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
25.6K+ 25.01% |
$625K - $637K
|
128K
$3.22M
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
24.4KNew |
$596K - $607K
|
24.4K
$615K
|