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
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-780- 3.71% |
$19K - $19.4K
|
20.2K
$509K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-780- 8.76% |
$19K - $19.4K
|
8.13K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-780- 1.35% |
$19K - $19.4K
|
57K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-815- 5.39% |
$19.9K - $20.3K
|
14.3K
$360K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-995- 0.84% |
$24.3K - $24.7K
|
118K
$2.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 4.97% |
$24.9K - $25.4K
|
19.5K
$490K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 7.82% |
$27.4K - $27.9K
|
13.2K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.14K- 89.06% |
$27.8K - $28.3K
|
140
$3.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.3K- 11.56% |
$31.8K - $32.4K
|
9.97K
$251K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.32K- 5.8% |
$32.1K - $32.7K
|
21.4K
$538K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 9.51% |
$32.8K - $33.4K
|
12.8K
$322K
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.57K- 3.66% |
$38.2K - $38.9K
|
41.2K
$1.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.69K- 11.21% |
$41.3K - $42K
|
13.4K
$337K
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-1.83K- 0.97% |
$44.5K - $45.4K
|
186K
$4.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.08K- 1.49% |
$50.8K - $51.7K
|
138K
$3.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.98K- 19.99% |
$72.7K - $74.1K
|
11.9K
$300K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.05K- 1.13% |
$74.4K - $75.8K
|
266K
$6.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.48K- 8.12% |
$84.9K - $86.5K
|
39.4K
$990K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.62K- 17.48% |
$88.4K - $90.1K
|
17.1K
$430K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.04K- 2.94% |
$98.6K - $100K
|
133K
$3.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4.74K- 16.2% |
$116K - $118K
|
24.5K
$616K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5.78K- 2.63% |
$141K - $144K
|
214K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.95K- 35.8% |
$145K - $148K
|
10.7K
$268K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-7.42K- 14.58% |
$181K - $185K
|
43.5K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-8.02K- 3.26% |
$196K - $199K
|
238K
$5.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.5K- 33.2% |
$256K - $261K
|
21.1K
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.2K- 15.06% |
$322K - $328K
|
74.3K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.1K- 10.2% |
$345K - $351K
|
124K
$3.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-15.8K- 15.62% |
$385K - $393K
|
85.3K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20K- 2.88% |
$488K - $497K
|
673K
$16.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.5K- 10.76% |
$574K - $584K
|
195K
$4.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-25.1K- 10.95% |
$613K - $625K
|
204K
$5.14M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36K- 35.42% |
$879K - $895K
|
65.7K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-38.4K- 3.5% |
$936K - $954K
|
1.06M
$26.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-39.9K- 2.86% |
$974K - $993K
|
1.36M
$34.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.7K- 30.02% |
$1.02M - $1.04M
|
97.3K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.7K- 3.15% |
$1.16M - $1.18M
|
1.46M
$36.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-56.9K- 39.71% |
$1.39M - $1.41M
|
86.4K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-58.9K- 8.98% |
$1.44M - $1.47M
|
598K
$15M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-63.8K- 7.16% |
$1.56M - $1.59M
|
828K
$20.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.9K- 44.68% |
$1.56M - $1.59M
|
79.1K
$1.99M
|