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 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.45KNew |
$208K - $216K
|
8.45K
$211K
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.28K+ 6.52% |
$204K - $212K
|
135K
$3.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.1K+ 18.39% |
$199K - $207K
|
52.2K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
7.91KNew |
$195K - $202K
|
7.91K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.77K+ 322.24% |
$191K - $199K
|
10.2K
$255K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7.33K+ 20.85% |
$180K - $188K
|
42.5K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
7.24K+ 10.37% |
$178K - $185K
|
77K
$1.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7.15K+ 2.62% |
$176K - $183K
|
281K
$7.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.12K+ 8.45% |
$175K - $182K
|
91.4K
$2.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.98K+ 40.48% |
$172K - $179K
|
24.2K
$606K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.94K+ 69.55% |
$171K - $177K
|
16.9K
$423K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.88K+ 5.38% |
$169K - $176K
|
135K
$3.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
6.84K+ 5.82% |
$168K - $175K
|
124K
$3.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.71K+ 27.38% |
$165K - $172K
|
31.2K
$781K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
6.42K+ 2.34% |
$158K - $164K
|
280K
$7.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.25K+ 25.5% |
$154K - $160K
|
30.7K
$769K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.07K+ 1.55% |
$149K - $155K
|
398K
$9.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.95K+ 4.84% |
$147K - $152K
|
129K
$3.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.86K+ 6.04% |
$144K - $150K
|
103K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
5.4K+ 12.74% |
$133K - $138K
|
47.8K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.92K+ 5.88% |
$121K - $126K
|
88.5K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
4.79K+ 1.1% |
$118K - $122K
|
439K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.35K+ 4.51% |
$107K - $111K
|
101K
$2.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
3.92K+ 19.46% |
$96.4K - $100K
|
24K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.62K+ 2.91% |
$89.1K - $92.7K
|
128K
$3.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.59K+ 28.89% |
$88.4K - $91.9K
|
16K
$401K
|
|
|
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 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.49K+ 9.63% |
$86K - $89.4K
|
39.8K
$995K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.45K+ 21.43% |
$84.9K - $88.3K
|
19.6K
$489K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 1.79% |
$82.6K - $85.9K
|
191K
$4.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.11K+ 1.51% |
$76.5K - $79.5K
|
209K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.92KNew |
$71.9K - $74.7K
|
2.92K
$73.1K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.86K+ 4.47% |
$70.5K - $73.3K
|
66.9K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.44K+ 3.52% |
$60.1K - $62.4K
|
71.7K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.41K+ 4.18% |
$59.3K - $61.7K
|
60.1K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.39K+ 0.23% |
$58.9K - $61.2K
|
1.06M
$26.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2.39K+ 5.43% |
$58.8K - $61.2K
|
46.4K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
2.34K+ 26.47% |
$57.6K - $59.8K
|
11.2K
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.32K+ 11.47% |
$57.2K - $59.4K
|
22.6K
$565K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.28K+ 6.97% |
$56.2K - $58.4K
|
35K
$876K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.2K+ 4.17% |
$54.2K - $56.3K
|
54.9K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.07K+ 1.44% |
$50.9K - $52.9K
|
145K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.04K+ 12.95% |
$50.2K - $52.2K
|
17.8K
$445K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.95K+ 19.27% |
$48.1K - $50K
|
12.1K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.88K+ 16.57% |
$46.4K - $48.2K
|
13.2K
$331K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.63K+ 6.39% |
$40K - $41.6K
|
27.1K
$677K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.53K+ 10.7% |
$37.7K - $39.2K
|
15.8K
$396K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.48K+ 1.53% |
$36.4K - $37.9K
|
98.5K
$2.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.48K+ 0.69% |
$36.3K - $37.7K
|
214K
$5.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.44K+ 11.61% |
$35.5K - $36.9K
|
13.9K
$347K
|