Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
209K+ 12.65% |
$5.52M - $5.55M
|
1.86M
$49.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
76.8K+ 13.21% |
$2.02M - $2.03M
|
658K
$17.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
73.2KNew |
$1.93M - $1.94M
|
73.2K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.9K+ 29.24% |
$1.63M - $1.64M
|
274K
$7.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
50.6KNew |
$1.33M - $1.34M
|
50.6K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
50.4K+ 131.22% |
$1.33M - $1.34M
|
88.9K
$2.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.1K+ 69.26% |
$1.29M - $1.3M
|
120K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.9KNew |
$945K - $951K
|
35.9K
$957K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.2K+ 3.45% |
$848K - $853K
|
967K
$25.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
32.2K+ 7.45% |
$847K - $852K
|
464K
$12.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
32K+ 174.61% |
$843K - $847K
|
50.3K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
29.5K+ 13.01% |
$776K - $781K
|
256K
$6.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.6KNew |
$700K - $704K
|
26.6K
$709K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.9K+ 3.06% |
$655K - $659K
|
839K
$22.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24.1KNew |
$636K - $639K
|
24.1K
$643K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
21.5KNew |
$565K - $568K
|
21.5K
$572K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.2K+ 26.2% |
$557K - $560K
|
102K
$2.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
20.9KNew |
$551K - $554K
|
20.9K
$558K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.1K+ 5.16% |
$476K - $479K
|
369K
$9.82M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
17.1K+ 8.83% |
$451K - $453K
|
211K
$5.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
16.9K+ 14.97% |
$445K - $447K
|
130K
$3.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.5K+ 12.24% |
$435K - $437K
|
151K
$4.04M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
16.3K+ 7.19% |
$429K - $431K
|
243K
$6.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.5K+ 22.89% |
$409K - $412K
|
83.4K
$2.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
13.6K+ 21.62% |
$359K - $361K
|
76.7K
$2.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.4K+ 51.35% |
$352K - $354K
|
39.4K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 6.15% |
$265K - $267K
|
174K
$4.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.65KNew |
$254K - $256K
|
9.65K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
9.56K+ 15.2% |
$252K - $253K
|
72.5K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.29K+ 49.24% |
$245K - $246K
|
28.1K
$750K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.06K+ 3.56% |
$239K - $240K
|
264K
$7.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.06K+ 21.0% |
$239K - $240K
|
52.2K
$1.39M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
8.84K+ 30.4% |
$233K - $234K
|
37.9K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.6KNew |
$226K - $228K
|
8.6K
$229K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.58KNew |
$226K - $227K
|
8.58K
$229K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.01K+ 8.12% |
$211K - $212K
|
107K
$2.84M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.99K+ 8.73% |
$210K - $212K
|
99.5K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.66K+ 67.73% |
$202K - $203K
|
19K
$506K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7.57KNew |
$199K - $201K
|
7.57K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.4K+ 1.28% |
$169K - $170K
|
505K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.14K+ 26.15% |
$162K - $163K
|
29.6K
$789K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.66K+ 16.3% |
$149K - $150K
|
40.4K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.51K+ 6.67% |
$145K - $146K
|
88.2K
$2.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.57K+ 4.83% |
$120K - $121K
|
99.2K
$2.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.05K+ 2.68% |
$107K - $107K
|
156K
$4.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.95K+ 2.86% |
$104K - $105K
|
142K
$3.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.7KNew |
$97.5K - $98K
|
3.7K
$98.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.39K+ 2.42% |
$89.2K - $89.7K
|
143K
$3.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.15K+ 5.7% |
$83K - $83.5K
|
58.4K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3.06K+ 19.56% |
$80.5K - $81K
|
18.7K
$498K
|