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 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
25.9K+ 16.98% |
$639K - $664K
|
179K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
25.3K+ 192.08% |
$622K - $647K
|
38.4K
$967K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.9K+ 9.05% |
$612K - $636K
|
299K
$7.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
24KNew |
$590K - $613K
|
24K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.6KNew |
$581K - $603K
|
23.6K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.7K+ 11.56% |
$559K - $581K
|
219K
$5.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
22.5K+ 8.34% |
$553K - $575K
|
292K
$7.34M
|
|
|
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
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.7K+ 3.07% |
$509K - $529K
|
694K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20.5K+ 13.01% |
$504K - $524K
|
178K
$4.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20.4K+ 36.65% |
$503K - $523K
|
76.2K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.5K+ 13.01% |
$481K - $500K
|
170K
$4.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
19.4K+ 5.62% |
$477K - $496K
|
364K
$9.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.3K+ 20.01% |
$475K - $494K
|
116K
$2.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.3K+ 30.59% |
$475K - $493K
|
82.3K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.1K+ 29.12% |
$471K - $489K
|
84.8K
$2.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.7K+ 16.33% |
$461K - $479K
|
133K
$3.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
18.6KNew |
$457K - $475K
|
18.6K
$467K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.4K+ 62.62% |
$452K - $470K
|
47.7K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.4K+ 2.76% |
$452K - $470K
|
684K
$17.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
17K+ 86.19% |
$418K - $434K
|
36.6K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.8KNew |
$413K - $429K
|
16.8K
$422K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
16.7K+ 94.67% |
$411K - $427K
|
34.3K
$863K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.7KNew |
$387K - $403K
|
15.7K
$396K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 21.37% |
$385K - $400K
|
88.8K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14.6K+ 2.33% |
$361K - $375K
|
643K
$16.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14K+ 51.15% |
$346K - $359K
|
41.5K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14KNew |
$346K - $359K
|
14K
$353K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
13.6KNew |
$336K - $349K
|
13.6K
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.6K+ 14.49% |
$335K - $348K
|
107K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13.4K+ 111.53% |
$330K - $343K
|
25.4K
$639K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.3KNew |
$328K - $341K
|
13.3K
$335K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
13.3K+ 54.39% |
$327K - $340K
|
37.7K
$949K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.3K+ 54.19% |
$303K - $315K
|
35K
$880K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.1K+ 14.14% |
$297K - $309K
|
97.5K
$2.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11.7KNew |
$288K - $300K
|
11.7K
$294K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11.6K+ 1023.31% |
$286K - $298K
|
12.8K
$321K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.6K+ 23.87% |
$285K - $296K
|
60K
$1.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
11K+ 2.06% |
$270K - $281K
|
542K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.7K+ 2.08% |
$262K - $273K
|
524K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.2K+ 325.69% |
$251K - $261K
|
13.3K
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9.94K+ 22.87% |
$245K - $254K
|
53.4K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9.92K+ 215.31% |
$244K - $254K
|
14.5K
$365K
|
|
|
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
$1.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
9.63KNew |
$237K - $246K
|
9.63K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.49K+ 45.21% |
$234K - $243K
|
30.5K
$767K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
9.32K+ 4.36% |
$229K - $238K
|
223K
$5.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.73K+ 16.26% |
$215K - $223K
|
62.4K
$1.57M
|