Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.86K+ 77.68% |
$175K - $179K
|
18K
$412K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.11K+ 28.76% |
$158K - $162K
|
31.8K
$730K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.07K+ 47.72% |
$158K - $161K
|
21.9K
$502K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.07K+ 9.06% |
$113K - $115K
|
61K
$1.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.6K+ 33.09% |
$102K - $105K
|
18.5K
$424K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.51K+ 18.95% |
$100K - $103K
|
28.3K
$649K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
4.46K+ 32.33% |
$99.3K - $101K
|
18.2K
$418K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
4.37K+ 12.2% |
$97.3K - $99.4K
|
40.1K
$920K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.26K+ 8.17% |
$94.8K - $96.9K
|
56.3K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.71K+ 67.05% |
$82.8K - $84.5K
|
9.25K
$212K
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.56K+ 19.54% |
$79.3K - $81K
|
21.8K
$499K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.53K+ 2.85% |
$78.7K - $80.4K
|
127K
$2.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.2K+ 9.76% |
$71.4K - $73K
|
36K
$826K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.09KNew |
$68.8K - $70.3K
|
3.09K
$70.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.06K+ 31.85% |
$68.1K - $69.6K
|
12.7K
$290K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
3K+ 28.11% |
$66.8K - $68.2K
|
13.7K
$313K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
2.97K+ 16.97% |
$66.2K - $67.6K
|
20.5K
$469K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.88K+ 35.87% |
$64.2K - $65.6K
|
10.9K
$250K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.68K+ 1.16% |
$59.7K - $61K
|
234K
$5.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.56K+ 11.64% |
$57K - $58.2K
|
24.5K
$562K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.45K+ 19.58% |
$54.7K - $55.9K
|
15K
$344K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.24K+ 5.38% |
$49.8K - $50.9K
|
43.8K
$1M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.84K+ 1.66% |
$40.9K - $41.8K
|
113K
$2.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.83K+ 5.13% |
$40.7K - $41.6K
|
37.4K
$858K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.8K+ 12.52% |
$40.1K - $41K
|
16.2K
$371K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.74K+ 15.58% |
$38.8K - $39.6K
|
12.9K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.74K+ 18.66% |
$38.7K - $39.6K
|
11.1K
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.72K+ 3.02% |
$38.3K - $39.1K
|
58.7K
$1.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 6.09% |
$37.2K - $38K
|
29.1K
$668K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.63K+ 1.68% |
$36.3K - $37.1K
|
98.4K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.53K+ 3.05% |
$34K - $34.7K
|
51.5K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.47K+ 8.79% |
$32.7K - $33.4K
|
18.1K
$416K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.44KNew |
$32K - $32.7K
|
1.44K
$32.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.36K+ 0.94% |
$30.4K - $31.1K
|
147K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.35K+ 316.12% |
$30.2K - $30.8K
|
1.78K
$40.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.33K+ 12.99% |
$29.6K - $30.2K
|
11.5K
$264K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$22.3K - $22.8K
|
1K
$22.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
992+ 0.58% |
$22.1K - $22.6K
|
173K
$3.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
816+ 0.99% |
$18.2K - $18.6K
|
83.3K
$1.91M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
816+ 0.99% |
$18.2K - $18.6K
|
83.3K
$1.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
800New |
$17.8K - $18.2K
|
800
$18.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
452+ 1.19% |
$10.1K - $10.3K
|
38.3K
$879K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
448+ 4.66% |
$9.99K - $10.2K
|
10.1K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
366+ 0.13% |
$8.16K - $8.33K
|
288K
$6.6M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
329New |
$7.33K - $7.49K
|
329
$7.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
297+ 1.22% |
$6.62K - $6.76K
|
24.6K
$564K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
178+ 4.16% |
$3.97K - $4.05K
|
4.46K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
133+ 0.32% |
$2.96K - $3.03K
|
41.4K
$949K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 3.37% |
$780 - $797
|
1.08K
$24.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35New |
$780 - $797
|
35
$803
|