Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
3.18MNew |
$69.5M - $70.3M
|
3.18M
$70.4M
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
547KNew |
$11.9M - $12.1M
|
547K
$12.1M
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
283K+ 162.74% |
$6.18M - $6.26M
|
457K
$10.1M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
264KNew |
$5.76M - $5.83M
|
264K
$5.84M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
157K+ 35.06% |
$3.42M - $3.46M
|
603K
$13.4M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
152KNew |
$3.31M - $3.35M
|
152K
$3.36M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
141K+ 10.77% |
$3.09M - $3.12M
|
1.45M
$32.2M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
133KNew |
$2.9M - $2.94M
|
133K
$2.94M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
131K+ 51.56% |
$2.86M - $2.9M
|
385K
$8.53M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
129K+ 387.89% |
$2.81M - $2.84M
|
162K
$3.58M
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
111K+ 57.06% |
$2.41M - $2.44M
|
304K
$6.73M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
109K+ 27.2% |
$2.37M - $2.4M
|
509K
$11.3M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.6K+ 85.89% |
$2.17M - $2.2M
|
216K
$4.77M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
83K+ 26.67% |
$1.81M - $1.83M
|
394K
$8.73M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.4K+ 2.51% |
$1.69M - $1.71M
|
3.16M
$70M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.4K+ 2.51% |
$1.69M - $1.71M
|
3.16M
$70M
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
75.7K+ 28.89% |
$1.65M - $1.67M
|
338K
$7.47M
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
72.9KNew |
$1.59M - $1.61M
|
72.9K
$1.61M
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
60.6KNew |
$1.32M - $1.34M
|
60.6K
$1.34M
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
58.6K+ 45.53% |
$1.28M - $1.29M
|
187K
$4.15M
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
58.6K+ 33.06% |
$1.28M - $1.29M
|
236K
$5.22M
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
57.8K+ 11.9% |
$1.26M - $1.28M
|
544K
$12M
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
55KNew |
$1.2M - $1.22M
|
55K
$1.22M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
50.3K+ 6.94% |
$1.1M - $1.11M
|
774K
$17.1M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
40.2K+ 54.18% |
$879K - $889K
|
115K
$2.53M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
40.1KNew |
$874K - $885K
|
40.1K
$886K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 14.83% |
$820K - $829K
|
291K
$6.43M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37.4K+ 95.13% |
$817K - $827K
|
76.8K
$1.7M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36K+ 3.42% |
$787K - $796K
|
1.09M
$24.1M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33.5K+ 27.1% |
$731K - $740K
|
157K
$3.48M
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
31.7K+ 6.24% |
$691K - $700K
|
539K
$11.9M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
30.4K+ 4.75% |
$664K - $672K
|
671K
$14.9M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30K+ 124.0% |
$655K - $662K
|
54.2K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
29.2KNew |
$638K - $646K
|
29.2K
$647K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.7K+ 7.49% |
$626K - $633K
|
411K
$9.11M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.1K+ 121.17% |
$612K - $620K
|
51.2K
$1.13M
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
26K+ 162.5% |
$568K - $574K
|
42K
$929K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.7K+ 15.45% |
$538K - $545K
|
184K
$4.08M
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
23.7KNew |
$517K - $523K
|
23.7K
$524K
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
23.1K+ 11.0% |
$503K - $509K
|
233K
$5.15M
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
22.3KNew |
$486K - $492K
|
22.3K
$492K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.1K+ 3.84% |
$483K - $489K
|
599K
$13.2M
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
21.6KNew |
$472K - $477K
|
21.6K
$478K
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
21.3KNew |
$466K - $471K
|
21.3K
$472K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.8K+ 18.62% |
$433K - $438K
|
126K
$2.8M
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 29.33% |
$431K - $436K
|
87K
$1.93M
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
19.4K+ 201.15% |
$424K - $429K
|
29.1K
$644K
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
19.3KNew |
$422K - $427K
|
19.3K
$428K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.8K+ 2.65% |
$410K - $415K
|
727K
$16.1M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.6K+ 62.33% |
$406K - $411K
|
48.4K
$1.07M
|