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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
17.2K+ 65.79% |
$375K - $379K
|
43.3K
$957K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.1K+ 26.48% |
$351K - $355K
|
76.7K
$1.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
15.6KNew |
$341K - $345K
|
15.6K
$345K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.6K+ 37.25% |
$296K - $300K
|
50K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
13.2K+ 10.62% |
$289K - $293K
|
138K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.1K+ 24.15% |
$286K - $289K
|
67.3K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.7K+ 116.22% |
$278K - $281K
|
23.7K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.5K+ 7.47% |
$273K - $276K
|
180K
$3.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.8K+ 48.58% |
$258K - $261K
|
36.1K
$799K
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
11.8K+ 25.45% |
$257K - $260K
|
58.1K
$1.28M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.5KNew |
$229K - $232K
|
10.5K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.2K+ 14.48% |
$222K - $225K
|
80.5K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.89K+ 3.94% |
$216K - $219K
|
261K
$5.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.36K+ 73.67% |
$204K - $207K
|
22.1K
$488K
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
9.33K+ 40.29% |
$204K - $206K
|
32.5K
$719K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
9.19KNew |
$201K - $203K
|
9.19K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.96K+ 48.17% |
$196K - $198K
|
27.6K
$610K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.89K+ 12.83% |
$194K - $196K
|
78.2K
$1.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
8.13K+ 16.08% |
$177K - $179K
|
58.6K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
7.95K+ 54.49% |
$173K - $176K
|
22.5K
$498K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.5K+ 70.75% |
$164K - $166K
|
18.1K
$400K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.38KNew |
$161K - $163K
|
7.38K
$163K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
6.91K+ 270.05% |
$151K - $153K
|
9.47K
$209K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5.16K+ 13.72% |
$113K - $114K
|
42.8K
$946K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.75K+ 0.97% |
$104K - $105K
|
493K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.6K+ 17.7% |
$101K - $102K
|
30.6K
$677K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.06K+ 17.58% |
$88.7K - $89.8K
|
27.2K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.06K+ 17.15% |
$88.6K - $89.6K
|
27.7K
$613K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.84K+ 2.52% |
$83.9K - $84.9K
|
156K
$3.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.95K+ 4.22% |
$64.4K - $65.1K
|
72.7K
$1.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.47K+ 494.8% |
$54K - $54.7K
|
2.97K
$65.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.34K+ 9.22% |
$51.1K - $51.7K
|
27.8K
$614K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.17K+ 72.05% |
$47.4K - $48K
|
5.19K
$115K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.97K+ 5.04% |
$43.1K - $43.6K
|
41.1K
$909K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.82K+ 19.91% |
$39.6K - $40.1K
|
10.9K
$242K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.68K+ 73.89% |
$36.7K - $37.1K
|
3.96K
$87.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.54K+ 9.49% |
$33.6K - $34K
|
17.8K
$393K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.52K+ 0.8% |
$33.2K - $33.6K
|
192K
$4.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.33K+ 1.3% |
$29.1K - $29.4K
|
104K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.32K+ 11.15% |
$28.8K - $29.1K
|
13.1K
$291K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.2K+ 15.13% |
$26.2K - $26.5K
|
9.12K
$202K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.15K+ 9.04% |
$25K - $25.3K
|
13.8K
$306K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.14K+ 5.53% |
$24.9K - $25.2K
|
21.8K
$482K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.1K+ 8.88% |
$24K - $24.3K
|
13.5K
$298K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
974+ 2.33% |
$21.3K - $21.5K
|
42.8K
$946K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
863+ 5.56% |
$18.8K - $19.1K
|
16.4K
$363K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
592+ 2.46% |
$12.9K - $13.1K
|
24.7K
$546K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
456+ 4.13% |
$9.95K - $10.1K
|
11.5K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
438+ 2.54% |
$9.56K - $9.68K
|
17.7K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
424+ 3.22% |
$9.26K - $9.37K
|
13.6K
$301K
|