Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
918K+ 38.02% |
$22.6M - $23.5M
|
3.33M
$83.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
820KNew |
$20.2M - $21M
|
820K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
445K+ 32.84% |
$11M - $11.4M
|
1.8M
$45M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
338K+ 938.55% |
$8.32M - $8.65M
|
374K
$9.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
288K+ 10.38% |
$7.1M - $7.38M
|
3.07M
$76.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
278K+ 62.56% |
$6.83M - $7.1M
|
721K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
263K+ 52.5% |
$6.49M - $6.74M
|
765K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
241K+ 24.22% |
$5.93M - $6.17M
|
1.24M
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
230K+ 102.22% |
$5.67M - $5.89M
|
455K
$11.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
218K+ 31.78% |
$5.37M - $5.58M
|
904K
$22.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
211K+ 11.92% |
$5.21M - $5.41M
|
1.98M
$49.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
189K+ 2.75% |
$4.66M - $4.84M
|
7.07M
$177M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
174K+ 7.26% |
$4.28M - $4.45M
|
2.57M
$64.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
173K+ 45.91% |
$4.26M - $4.42M
|
549K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
161K+ 25.03% |
$3.98M - $4.13M
|
807K
$20.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
137K+ 5.72% |
$3.38M - $3.51M
|
2.53M
$63.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129K+ 12.14% |
$3.19M - $3.31M
|
1.2M
$29.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
122K+ 547.46% |
$3M - $3.12M
|
144K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
116K+ 6.55% |
$2.85M - $2.96M
|
1.88M
$47.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 8.42% |
$2.76M - $2.87M
|
1.44M
$36.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
105K+ 65.21% |
$2.6M - $2.7M
|
267K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103K+ 105.74% |
$2.53M - $2.63M
|
200K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
103KNew |
$2.53M - $2.63M
|
103K
$2.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
96.6K+ 7.06% |
$2.38M - $2.47M
|
1.47M
$36.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
80.2K+ 248.27% |
$1.97M - $2.05M
|
112K
$2.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77.8K+ 6.88% |
$1.92M - $1.99M
|
1.21M
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.6K+ 5.3% |
$1.91M - $1.99M
|
1.54M
$38.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
76.2K+ 10.43% |
$1.88M - $1.95M
|
807K
$20.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
69.8K+ 216.34% |
$1.72M - $1.79M
|
102K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68.2K+ 64.13% |
$1.68M - $1.75M
|
175K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61.7K+ 47.88% |
$1.52M - $1.58M
|
190K
$4.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
58.8K+ 118.66% |
$1.45M - $1.51M
|
108K
$2.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.5K+ 16.29% |
$1.37M - $1.42M
|
396K
$9.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
53.5K+ 4.7% |
$1.32M - $1.37M
|
1.19M
$29.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
51.7K+ 78.27% |
$1.27M - $1.32M
|
118K
$2.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
48.6K+ 4.51% |
$1.2M - $1.24M
|
1.13M
$28.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
48.2K+ 20.43% |
$1.19M - $1.23M
|
284K
$7.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
46.4K+ 17.71% |
$1.14M - $1.19M
|
308K
$7.71M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
39.7K+ 92.16% |
$977K - $1.02M
|
82.8K
$2.07M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35.1K+ 38.59% |
$864K - $898K
|
126K
$3.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
33.8K+ 8.02% |
$833K - $865K
|
456K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
32.9K+ 101.22% |
$811K - $843K
|
65.5K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
32.4K+ 18.74% |
$798K - $829K
|
205K
$5.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
31.5K+ 12.59% |
$775K - $805K
|
281K
$7.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
31.2K+ 3.76% |
$768K - $798K
|
861K
$21.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
30.6K+ 2.97% |
$754K - $784K
|
1.06M
$26.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
29.4K+ 18.02% |
$724K - $752K
|
193K
$4.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
28.9K+ 20.42% |
$711K - $739K
|
170K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
28.1K+ 38.67% |
$692K - $719K
|
101K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
25.9K+ 16.98% |
$639K - $664K
|
179K
$4.47M
|