Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBMM) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2024 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.2K- 34.14% |
$264K - $265K
|
19.6K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.5K- 14.96% |
$325K - $326K
|
71.1K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-14.6K- 45.73% |
$378K - $380K
|
17.3K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.6K- 25.75% |
$406K - $408K
|
45.1K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-15.9K- 46.14% |
$412K - $414K
|
18.5K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19.8K- 21.46% |
$515K - $518K
|
72.6K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20.5K- 5.34% |
$532K - $535K
|
363K
$9.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.7K- 12.46% |
$590K - $593K
|
160K
$4.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-24.4K- 16.57% |
$635K - $638K
|
123K
$3.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-27.2K- 4.96% |
$706K - $710K
|
521K
$13.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-27.7K- 17.14% |
$719K - $723K
|
134K
$3.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.8K- 25.42% |
$1.03M - $1.04M
|
117K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-40.5K- 14.59% |
$1.05M - $1.06M
|
237K
$6.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.8K- 22.57% |
$1.09M - $1.09M
|
143K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-47.5K- 11.58% |
$1.23M - $1.24M
|
363K
$9.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-67.8K- 21.36% |
$1.76M - $1.77M
|
250K
$6.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-93.6K- 21.23% |
$2.43M - $2.45M
|
347K
$9.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-112K- 22.32% |
$2.91M - $2.93M
|
390K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-124K- 7.39% |
$3.23M - $3.25M
|
1.56M
$40.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-391K- 85.1% |
$10.2M - $10.2M
|
68.5K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-564K- 84.08% |
$14.7M - $14.7M
|
107K
$2.78M
|