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 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
23.7K+ 127.05% |
$578K - $589K
|
42.4K
$1.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23.6K+ 98.06% |
$576K - $587K
|
47.7K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
23.4K+ 113.83% |
$572K - $583K
|
44K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$554K - $564K
|
22.7K
$568K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
22.5K+ 2.23% |
$549K - $559K
|
1.03M
$25.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
$544K - $554K
|
22.3K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20.8K+ 10.21% |
$509K - $518K
|
225K
$5.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
20.3K+ 15.3% |
$495K - $504K
|
153K
$3.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
20.1KNew |
$491K - $500K
|
20.1K
$503K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
19.9K+ 4.79% |
$484K - $493K
|
435K
$10.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.7K+ 26.5% |
$480K - $489K
|
93.8K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19.1K+ 6.21% |
$466K - $475K
|
327K
$8.18M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.1K+ 21.88% |
$466K - $475K
|
106K
$2.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.7K+ 50.42% |
$456K - $465K
|
55.8K
$1.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18.5K+ 13.3% |
$451K - $459K
|
157K
$3.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
18.3K+ 14.89% |
$447K - $455K
|
141K
$3.54M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
17.3K+ 67.34% |
$423K - $431K
|
43.1K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
17.2K+ 9.82% |
$418K - $426K
|
192K
$4.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.9K+ 135.91% |
$413K - $420K
|
29.3K
$734K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.9K+ 21.22% |
$412K - $419K
|
96.4K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
16.2K+ 28.79% |
$396K - $404K
|
72.7K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
16.2K+ 23.99% |
$394K - $402K
|
83.6K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
16.1KNew |
$393K - $400K
|
16.1K
$403K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
15.9KNew |
$388K - $395K
|
15.9K
$398K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
15.5K+ 15.23% |
$379K - $386K
|
117K
$2.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.1K+ 15.22% |
$369K - $376K
|
115K
$2.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.5K+ 6.53% |
$353K - $359K
|
236K
$5.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
14.3K+ 2.77% |
$350K - $356K
|
531K
$13.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14K+ 76.57% |
$342K - $348K
|
32.3K
$808K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14K+ 24.59% |
$341K - $347K
|
70.7K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
13.2KNew |
$321K - $327K
|
13.2K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13.2K+ 2.14% |
$321K - $327K
|
628K
$15.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
12.7K+ 11.54% |
$310K - $316K
|
123K
$3.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$303K - $309K
|
12.4K
$311K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.2K+ 33.81% |
$299K - $304K
|
48.4K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
12.1K+ 79.23% |
$296K - $302K
|
27.5K
$687K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
11.5K+ 4.46% |
$281K - $286K
|
270K
$6.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
11.4K+ 27.67% |
$278K - $283K
|
52.6K
$1.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
11.4KNew |
$277K - $282K
|
11.4K
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.7K+ 2.14% |
$262K - $267K
|
513K
$12.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
10.7K+ 7.04% |
$262K - $267K
|
163K
$4.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10.4KNew |
$253K - $258K
|
10.4K
$260K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.3K+ 47.15% |
$252K - $257K
|
32.3K
$807K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.3KNew |
$251K - $256K
|
10.3K
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.1K+ 44.68% |
$247K - $251K
|
32.7K
$819K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10K+ 3.81% |
$245K - $249K
|
273K
$6.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.93K+ 89.79% |
$242K - $247K
|
21K
$525K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
9.76K+ 16.25% |
$238K - $243K
|
69.8K
$1.75M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
9.09K+ 6.77% |
$222K - $226K
|
143K
$3.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.87K+ 59.93% |
$216K - $221K
|
23.7K
$592K
|