Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
347KNew |
$8.77M - $8.89M
|
347K
$8.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
99.1KNew |
$2.5M - $2.54M
|
99.1K
$2.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
68.9KNew |
$1.74M - $1.76M
|
68.9K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.8K+ 115.21% |
$1.59M - $1.61M
|
117K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61K+ 9.51% |
$1.54M - $1.56M
|
703K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
55.2K+ 21.23% |
$1.4M - $1.41M
|
315K
$8.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
51.9K+ 8.47% |
$1.31M - $1.33M
|
665K
$17M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
50K+ 6.89% |
$1.26M - $1.28M
|
776K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.2K+ 5.14% |
$1.17M - $1.18M
|
945K
$24.2M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
45.8K+ 8.46% |
$1.16M - $1.17M
|
587K
$15M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
42.8K+ 6.03% |
$1.08M - $1.1M
|
754K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.6K+ 32.39% |
$1M - $1.01M
|
162K
$4.14M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.6K+ 32.39% |
$1M - $1.01M
|
162K
$4.14M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.2KNew |
$865K - $877K
|
34.2K
$876K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.8KNew |
$804K - $815K
|
31.8K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31KNew |
$783K - $794K
|
31K
$793K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.7K+ 16.69% |
$725K - $735K
|
201K
$5.13M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
28.2KNew |
$713K - $722K
|
28.2K
$721K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
27.6K+ 40.75% |
$698K - $707K
|
95.4K
$2.44M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
26.9KNew |
$680K - $689K
|
26.9K
$688K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.5KNew |
$619K - $627K
|
24.5K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
23.8KNew |
$601K - $609K
|
23.8K
$608K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.6KNew |
$571K - $579K
|
22.6K
$578K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
21.9KNew |
$553K - $561K
|
21.9K
$560K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
17.3KNew |
$436K - $442K
|
17.3K
$441K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.2K+ 186.49% |
$436K - $442K
|
26.5K
$678K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
15.4K+ 7.54% |
$390K - $395K
|
220K
$5.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
14.8K+ 6.7% |
$374K - $379K
|
236K
$6.03M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
14K+ 75.18% |
$353K - $357K
|
32.5K
$832K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
12.6K+ 3.43% |
$317K - $322K
|
379K
$9.7M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
12.3K+ 43.27% |
$311K - $315K
|
40.7K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
11.7K+ 10.23% |
$296K - $300K
|
126K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11KNew |
$278K - $282K
|
11K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
10.8K+ 6.11% |
$274K - $277K
|
188K
$4.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
10.6K+ 96.7% |
$268K - $272K
|
21.6K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.61K+ 121.8% |
$243K - $246K
|
17.5K
$447K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
8.94K+ 23.69% |
$226K - $229K
|
46.6K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
8.66KNew |
$219K - $222K
|
8.66K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.49KNew |
$214K - $217K
|
8.49K
$217K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.16K+ 16.25% |
$206K - $209K
|
58.4K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.14K+ 57.11% |
$206K - $208K
|
22.4K
$573K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.28K+ 20.65% |
$184K - $186K
|
42.5K
$1.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
6.67K+ 22.38% |
$169K - $171K
|
36.5K
$933K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.69KNew |
$144K - $146K
|
5.69K
$146K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.14K+ 53.63% |
$130K - $132K
|
14.7K
$377K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
4.3K+ 12.23% |
$109K - $110K
|
39.4K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.22K+ 76.65% |
$107K - $108K
|
9.72K
$249K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.07K+ 0.85% |
$77.6K - $78.6K
|
363K
$9.29M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.73KNew |
$68.9K - $69.8K
|
2.73K
$69.7K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.93K+ 7.29% |
$48.8K - $49.5K
|
28.4K
$727K
|