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 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
845New |
$20.8K - $21.6K
|
845
$21.3K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
789+ 14.67% |
$19.4K - $20.2K
|
6.17K
$155K
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
712+ 4.81% |
$17.5K - $18.2K
|
15.5K
$391K
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
372+ 0.44% |
$9.16K - $9.52K
|
85.7K
$2.16M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
151+ 1.43% |
$3.72K - $3.86K
|
10.7K
$270K
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
18+ 1.11% |
$443 - $461
|
1.64K
$41.3K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.23% |
$222 - $230
|
743
$18.7K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-117- 0.45% |
$2.88K - $2.99K
|
26.1K
$658K
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-777- 0.57% |
$19.1K - $19.9K
|
137K
$3.45M
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-988- 9.04% |
$24.3K - $25.3K
|
9.95K
$251K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 1.91% |
$28.7K - $29.8K
|
59.7K
$1.5M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.38K- 2.46% |
$34K - $35.3K
|
54.7K
$1.38M
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-1.62K- 3.45% |
$39.8K - $41.4K
|
45.3K
$1.14M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.8K- 13.62% |
$44.3K - $46.1K
|
11.4K
$288K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.85K- 10.83% |
$45.6K - $47.4K
|
15.3K
$385K
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.65K- 6.73% |
$65.2K - $67.8K
|
36.7K
$925K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3K- 1.98% |
$73.9K - $76.8K
|
148K
$3.74M
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.19K- 1.2% |
$78.4K - $81.5K
|
263K
$6.63M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.54K- 6.42% |
$112K - $116K
|
66.2K
$1.67M
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-12.7K- 7.42% |
$313K - $325K
|
159K
$4M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 2.94% |
$459K - $477K
|
615K
$15.5M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-21.9K- 27.06% |
$539K - $561K
|
59.1K
$1.49M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-25.5K- 16.27% |
$627K - $652K
|
131K
$3.3M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-31.8K- 15.54% |
$782K - $813K
|
173K
$4.35M
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-79.9K- 43.06% |
$1.97M - $2.04M
|
106K
$2.66M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-126K- 12.0% |
$3.1M - $3.22M
|
922K
$23.2M
|