Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.37M+ 159.38% |
$33M - $34M
|
2.24M
$55.6M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.05M+ 96.68% |
$25.2M - $26M
|
2.14M
$53.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
385K+ 33.43% |
$9.24M - $9.54M
|
1.54M
$38.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
303K+ 22.74% |
$7.26M - $7.5M
|
1.63M
$40.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
191K+ 334.13% |
$4.58M - $4.72M
|
248K
$6.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
157K+ 19.45% |
$3.76M - $3.88M
|
962K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
134KNew |
$3.22M - $3.32M
|
134K
$3.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
124K+ 82.99% |
$2.97M - $3.07M
|
273K
$6.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
117K+ 24.44% |
$2.81M - $2.9M
|
596K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
72K+ 5.92% |
$1.73M - $1.78M
|
1.29M
$32M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
66.2KNew |
$1.59M - $1.64M
|
66.2K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63K+ 3.87% |
$1.51M - $1.56M
|
1.69M
$42.1M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
49.1KNew |
$1.18M - $1.22M
|
49.1K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.7K+ 8.97% |
$1.12M - $1.16M
|
568K
$14.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
44.5K+ 19.06% |
$1.07M - $1.1M
|
278K
$6.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
40.3K+ 7.63% |
$966K - $997K
|
568K
$14.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
34KNew |
$815K - $841K
|
34K
$844K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31K+ 7.65% |
$745K - $769K
|
437K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31K+ 7.65% |
$745K - $769K
|
437K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.9K+ 8946.38% |
$741K - $765K
|
31.2K
$775K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
29.3K+ 56.68% |
$702K - $725K
|
80.9K
$2.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.8K+ 40.09% |
$690K - $713K
|
101K
$2.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.5K+ 11.55% |
$637K - $657K
|
256K
$6.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
25.5K+ 18.99% |
$613K - $632K
|
160K
$3.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
20.6K+ 8.27% |
$495K - $511K
|
270K
$6.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.2K+ 69.24% |
$486K - $501K
|
49.5K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
BUY
|
- |
18.9K+ 5.66% |
$453K - $468K
|
352K
$8.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.7K+ 29.49% |
$449K - $463K
|
82.1K
$2.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
18.3KNew |
$438K - $452K
|
18.3K
$453K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
18.1K+ 3.27% |
$435K - $449K
|
573K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
18K+ 25.25% |
$432K - $446K
|
89.3K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
16.3K+ 10.07% |
$391K - $403K
|
178K
$4.42M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
15.5KNew |
$371K - $383K
|
15.5K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.7K+ 8.71% |
$328K - $339K
|
171K
$4.24M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13KNew |
$312K - $322K
|
13K
$323K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
12.1K+ 31.1% |
$290K - $300K
|
51K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
12.1K+ 114.96% |
$290K - $299K
|
22.6K
$561K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.2KNew |
$268K - $276K
|
11.2K
$277K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11K+ 4.57% |
$264K - $273K
|
252K
$6.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9K+ 2.35% |
$260K - $269K
|
473K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 21.64% |
$251K - $259K
|
58.7K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
10.4KNew |
$250K - $258K
|
10.4K
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
9.4K+ 6.07% |
$226K - $233K
|
164K
$4.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
9.05K+ 11.35% |
$217K - $224K
|
88.8K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.04K+ 44.39% |
$217K - $224K
|
29.4K
$730K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
9K+ 31.03% |
$216K - $223K
|
38K
$944K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.94KNew |
$215K - $221K
|
8.94K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.71K+ 6.46% |
$209K - $216K
|
144K
$3.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.25K+ 49.73% |
$198K - $204K
|
24.8K
$617K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
8.16KNew |
$196K - $202K
|
8.16K
$203K
|