Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
9.88K+ 5.98% |
$240K - $255K
|
175K
$4.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
9.66K+ 52.71% |
$235K - $250K
|
28K
$690K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.09K+ 235.23% |
$221K - $235K
|
13K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.61KNew |
$209K - $222K
|
8.61K
$212K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.09KNew |
$197K - $209K
|
8.09K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.71K+ 7.36% |
$163K - $173K
|
97.9K
$2.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.18K+ 11.08% |
$150K - $160K
|
61.9K
$1.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
5.99K+ 1.7% |
$146K - $155K
|
358K
$8.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.89K+ 18.88% |
$143K - $152K
|
37.1K
$915K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.15KNew |
$125K - $133K
|
5.15K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.36K+ 3.58% |
$106K - $113K
|
126K
$3.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.16K+ 15.83% |
$101K - $107K
|
30.4K
$750K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.11K+ 15.8% |
$100K - $106K
|
30.2K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.98K+ 14.89% |
$96.8K - $103K
|
30.7K
$757K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.74K+ 4.21% |
$91.1K - $96.7K
|
92.5K
$2.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
3.66K+ 10.79% |
$89.2K - $94.6K
|
37.6K
$928K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.63K+ 10.28% |
$88.3K - $93.7K
|
38.9K
$960K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.62K+ 4.14% |
$88.2K - $93.6K
|
91.2K
$2.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 10.2% |
$75.4K - $80K
|
33.4K
$825K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
3.05K+ 3.76% |
$74.1K - $78.7K
|
83.9K
$2.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3K+ 7.89% |
$73K - $77.5K
|
41K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.62K+ 1.47% |
$63.7K - $67.6K
|
181K
$4.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.11K+ 54.08% |
$51.4K - $54.6K
|
6.02K
$148K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.1K+ 4.49% |
$51.1K - $54.2K
|
48.8K
$1.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
1.98KNew |
$48.2K - $51.1K
|
1.98K
$48.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.95K+ 22.24% |
$47.3K - $50.2K
|
10.7K
$264K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.78KNew |
$43.3K - $46K
|
1.78K
$43.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.68K+ 4.08% |
$40.9K - $43.4K
|
42.8K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.68KNew |
$40.8K - $43.3K
|
1.68K
$41.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.5K+ 5.73% |
$36.5K - $38.7K
|
27.7K
$683K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.34K+ 1.15% |
$32.5K - $34.5K
|
117K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.08K+ 1.16% |
$26.3K - $27.9K
|
94.6K
$2.33M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
947+ 0.58% |
$23K - $24.5K
|
165K
$4.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
940+ 3.61% |
$22.9K - $24.3K
|
27K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
932+ 6.39% |
$22.7K - $24.1K
|
15.5K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
878New |
$21.4K - $22.7K
|
878
$21.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
792+ 1.35% |
$19.3K - $20.5K
|
59.5K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
733+ 4.33% |
$17.8K - $18.9K
|
17.7K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
638+ 4.91% |
$15.5K - $16.5K
|
13.6K
$336K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
415+ 4.97% |
$10.1K - $10.7K
|
8.77K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
413+ 3.96% |
$10.1K - $10.7K
|
10.8K
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
206New |
$5.01K - $5.32K
|
206
$5.08K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
200+ 0.53% |
$4.87K - $5.17K
|
37.9K
$935K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
135+ 1.3% |
$3.29K - $3.49K
|
10.5K
$260K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-174- 0.17% |
$4.24K - $4.49K
|
102K
$2.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-249- 20.16% |
$6.06K - $6.43K
|
986
$24.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.34K- 6.41% |
$32.5K - $34.5K
|
19.5K
$481K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.67K- 11.04% |
$40.5K - $43K
|
13.4K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.75K- 2.02% |
$42.6K - $45.2K
|
84.7K
$2.09M
|