Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBDX) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
746K+ 1241.5% |
$18.3M - $18.8M
|
806K
$19.9M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
568K+ 97.16% |
$13.9M - $14.3M
|
1.15M
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
532K+ 48.49% |
$13M - $13.4M
|
1.63M
$40.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
472K+ 844.72% |
$11.6M - $11.9M
|
528K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
414K+ 88.42% |
$10.1M - $10.4M
|
881K
$21.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
316K+ 31.08% |
$7.73M - $7.95M
|
1.33M
$32.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
298K+ 211.61% |
$7.3M - $7.51M
|
439K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
275K+ 46.84% |
$6.74M - $6.93M
|
862K
$21.4M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
188K+ 20.87% |
$4.6M - $4.73M
|
1.09M
$26.9M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
149KNew |
$3.66M - $3.76M
|
149K
$3.7M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
136K+ 45.03% |
$3.34M - $3.43M
|
439K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
122KNew |
$2.98M - $3.07M
|
122K
$3.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
117KNew |
$2.86M - $2.94M
|
117K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.8K+ 54.31% |
$2.08M - $2.14M
|
241K
$5.97M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81.8K+ 55.36% |
$2M - $2.06M
|
230K
$5.69M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
72.1K+ 80.51% |
$1.77M - $1.82M
|
162K
$4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
69.7K+ 17.02% |
$1.71M - $1.76M
|
479K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
58.4K+ 5.04% |
$1.43M - $1.47M
|
1.22M
$30.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
57.4K+ 44.63% |
$1.41M - $1.45M
|
186K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.1KNew |
$1.4M - $1.44M
|
57.1K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
53.7KNew |
$1.32M - $1.35M
|
53.7K
$1.33M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.7K+ 14.29% |
$1.24M - $1.28M
|
406K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.7K+ 14.29% |
$1.24M - $1.28M
|
406K
$10M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
47.7K+ 3.78% |
$1.17M - $1.2M
|
1.31M
$32.4M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
44.1K+ 83.48% |
$1.08M - $1.11M
|
97K
$2.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38K+ 112.8% |
$932K - $959K
|
71.8K
$1.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
36.9K+ 12.46% |
$904K - $930K
|
333K
$8.25M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.8K+ 29.11% |
$901K - $927K
|
163K
$4.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
36.1K+ 72.37% |
$884K - $909K
|
85.9K
$2.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.7K+ 7.35% |
$874K - $899K
|
521K
$12.9M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
33.1K+ 86.88% |
$812K - $835K
|
71.3K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.8K+ 7.14% |
$755K - $777K
|
462K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.8K+ 176.12% |
$754K - $776K
|
48.3K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.4KNew |
$719K - $740K
|
29.4K
$727K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.1KNew |
$688K - $707K
|
28.1K
$695K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.4KNew |
$672K - $691K
|
27.4K
$679K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
25.4K+ 12.21% |
$623K - $641K
|
234K
$5.79M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
25.3K+ 4.79% |
$621K - $639K
|
555K
$13.7M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
25.2KNew |
$618K - $636K
|
25.2K
$624K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
24.4K+ 31.78% |
$598K - $615K
|
101K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.8K+ 227.46% |
$582K - $599K
|
34.2K
$847K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.8K+ 51.63% |
$558K - $574K
|
66.9K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
20.4K+ 17.91% |
$500K - $515K
|
134K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.4KNew |
$499K - $513K
|
20.4K
$504K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
19.8KNew |
$484K - $498K
|
19.8K
$489K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
19K+ 87.52% |
$466K - $480K
|
40.8K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
19K+ 58.18% |
$465K - $479K
|
51.6K
$1.28M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
17.1K+ 27.25% |
$418K - $430K
|
79.7K
$1.97M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
16.1K+ 70.75% |
$395K - $406K
|
38.9K
$963K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
15.8K+ 164.41% |
$386K - $397K
|
25.3K
$627K
|