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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
218K+ 31.78% |
$5.37M - $5.58M
|
904K
$22.8M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
174K+ 7.26% |
$4.28M - $4.45M
|
2.57M
$64.7M
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
173K+ 45.91% |
$4.26M - $4.42M
|
549K
$13.8M
|
|
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
$30.4M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
76.2K+ 10.43% |
$1.88M - $1.95M
|
807K
$20.3M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
69.8K+ 216.34% |
$1.72M - $1.79M
|
102K
$2.57M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.5K+ 16.29% |
$1.37M - $1.42M
|
396K
$9.99M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
48.6K+ 4.51% |
$1.2M - $1.24M
|
1.13M
$28.4M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
48.2K+ 20.43% |
$1.19M - $1.23M
|
284K
$7.16M
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
32.9K+ 101.22% |
$811K - $843K
|
65.5K
$1.65M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
31.5K+ 12.59% |
$775K - $805K
|
281K
$7.09M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
25.9K+ 16.98% |
$639K - $664K
|
179K
$4.5M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
21.7K+ 46.06% |
$534K - $555K
|
68.7K
$1.73M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
21.2K+ 40.35% |
$522K - $543K
|
73.8K
$1.86M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
19.4K+ 5.62% |
$477K - $496K
|
364K
$9.18M
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.7K+ 16.33% |
$461K - $479K
|
133K
$3.36M
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
17K+ 86.19% |
$418K - $434K
|
36.6K
$924K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
16.7K+ 94.67% |
$411K - $427K
|
34.3K
$865K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 21.37% |
$385K - $400K
|
88.8K
$2.24M
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
13.3K+ 54.39% |
$327K - $340K
|
37.7K
$951K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.1K+ 14.14% |
$297K - $309K
|
97.5K
$2.46M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11.7KNew |
$288K - $300K
|
11.7K
$295K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.6K+ 23.87% |
$285K - $296K
|
60K
$1.51M
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9.94K+ 22.87% |
$245K - $254K
|
53.4K
$1.35M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9.92K+ 215.31% |
$244K - $254K
|
14.5K
$366K
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
9.84K+ 10.47% |
$242K - $252K
|
104K
$2.61M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.67K+ 20.28% |
$238K - $248K
|
57.4K
$1.45M
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
9.63KNew |
$237K - $246K
|
9.63K
$243K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.73K+ 16.26% |
$215K - $223K
|
62.4K
$1.57M
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.28K+ 6.52% |
$204K - $212K
|
135K
$3.41M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.1K+ 18.39% |
$199K - $207K
|
52.2K
$1.31M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7.33K+ 20.85% |
$180K - $188K
|
42.5K
$1.07M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.12K+ 8.45% |
$175K - $182K
|
91.4K
$2.3M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.98K+ 40.48% |
$172K - $179K
|
24.2K
$611K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.88K+ 5.38% |
$169K - $176K
|
135K
$3.39M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.71K+ 27.38% |
$165K - $172K
|
31.2K
$786K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.25K+ 25.5% |
$154K - $160K
|
30.7K
$774K
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
3.92K+ 19.46% |
$96.4K - $100K
|
24K
$606K
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.59K+ 28.89% |
$88.4K - $91.9K
|
16K
$404K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.51K+ 8.39% |
$86.5K - $89.9K
|
45.4K
$1.14M
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 1.79% |
$82.6K - $85.9K
|
191K
$4.82M
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.11K+ 1.51% |
$76.5K - $79.5K
|
209K
$5.26M
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.44K+ 3.52% |
$60.1K - $62.4K
|
71.7K
$1.81M
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.41K+ 4.18% |
$59.3K - $61.7K
|
60.1K
$1.51M
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2.39K+ 5.43% |
$58.8K - $61.2K
|
46.4K
$1.17M
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.2K+ 4.17% |
$54.2K - $56.3K
|
54.9K
$1.38M
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.48K+ 1.53% |
$36.4K - $37.9K
|
98.5K
$2.48M
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.43K+ 3.46% |
$35.1K - $36.5K
|
42.6K
$1.07M
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
874+ 2.9% |
$21.5K - $22.4K
|
31K
$781K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
845New |
$20.8K - $21.6K
|
845
$21.3K
|