Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
791KNew |
$19.6M - $19.8M
|
791K
$19.9M
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
285KNew |
$7.07M - $7.14M
|
285K
$7.16M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
170K+ 36.75% |
$4.22M - $4.27M
|
633K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
170K+ 36.75% |
$4.22M - $4.27M
|
633K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
140K+ 10.16% |
$3.47M - $3.5M
|
1.51M
$38M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
78.7K+ 12.79% |
$1.95M - $1.97M
|
694K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
54.7K+ 14.7% |
$1.36M - $1.37M
|
427K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.8K+ 7.32% |
$1.24M - $1.25M
|
729K
$18.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.9K+ 161.14% |
$1.16M - $1.18M
|
75.9K
$1.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
46.1K+ 29.32% |
$1.14M - $1.16M
|
203K
$5.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
38K+ 136.54% |
$944K - $954K
|
65.9K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35.7K+ 3.98% |
$887K - $896K
|
935K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.8K+ 35.63% |
$815K - $824K
|
125K
$3.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
31.2K+ 55.74% |
$774K - $782K
|
87.1K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.7K+ 3.91% |
$714K - $721K
|
764K
$19.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25K+ 3.07% |
$622K - $628K
|
842K
$21.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
21.4KNew |
$530K - $536K
|
21.4K
$537K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
20.9K+ 39.41% |
$519K - $524K
|
73.9K
$1.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.1K+ 75.04% |
$449K - $453K
|
42.2K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 9.04% |
$434K - $438K
|
211K
$5.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16.8K+ 17.36% |
$417K - $421K
|
113K
$2.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.7K+ 164.92% |
$415K - $419K
|
26.8K
$674K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
16.2K+ 62.8% |
$402K - $406K
|
42K
$1.06M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
16.1KNew |
$399K - $403K
|
16.1K
$404K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.9K+ 12.37% |
$370K - $374K
|
135K
$3.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2K+ 4.07% |
$353K - $356K
|
363K
$9.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
13.1KNew |
$326K - $329K
|
13.1K
$330K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
13K+ 1.96% |
$324K - $327K
|
676K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.66K+ 4.13% |
$240K - $242K
|
243K
$6.12M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
9.33K+ 30.14% |
$232K - $234K
|
40.3K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
8.79K+ 18.37% |
$218K - $220K
|
56.6K
$1.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.13KNew |
$202K - $204K
|
8.13K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.77K+ 36.96% |
$193K - $195K
|
28.8K
$724K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.18K+ 12.42% |
$154K - $155K
|
56K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
6.18K+ 9.55% |
$153K - $155K
|
70.8K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
6.12K+ 2.1% |
$152K - $154K
|
297K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.75K+ 11.56% |
$143K - $144K
|
55.5K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.69K+ 16.44% |
$141K - $143K
|
40.3K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
5.13K+ 13.43% |
$127K - $129K
|
43.3K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.07K+ 7.79% |
$126K - $127K
|
70.2K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.06K+ 6.3% |
$126K - $127K
|
85.5K
$2.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5K+ 7.65% |
$124K - $125K
|
70.3K
$1.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.49K+ 1.11% |
$112K - $113K
|
408K
$10.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.05K+ 10.23% |
$101K - $102K
|
43.7K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.44K+ 3.7% |
$85.5K - $86.4K
|
96.5K
$2.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.21K+ 22.55% |
$79.7K - $80.5K
|
17.4K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.76K+ 15.67% |
$68.6K - $69.3K
|
20.4K
$513K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.52KNew |
$62.7K - $63.3K
|
2.52K
$63.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.02K+ 5.17% |
$50.2K - $50.7K
|
41.2K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.99KNew |
$49.4K - $49.9K
|
1.99K
$50K
|