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
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
423+ 2.04% |
$9.23K - $9.34K
|
21.2K
$468K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
399+ 0.96% |
$8.71K - $8.81K
|
42.2K
$933K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
315+ 0.74% |
$6.88K - $6.96K
|
42.7K
$944K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
306+ 0.95% |
$6.68K - $6.76K
|
32.6K
$721K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
241+ 1.48% |
$5.26K - $5.32K
|
16.5K
$365K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
238+ 2.2% |
$5.2K - $5.26K
|
11K
$244K
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
190+ 0.18% |
$4.15K - $4.2K
|
108K
$2.39M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
186+ 1.02% |
$4.06K - $4.11K
|
18.4K
$407K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
137+ 1.07% |
$2.99K - $3.03K
|
13K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
129New |
$2.82K - $2.85K
|
129
$2.85K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
101New |
$2.2K - $2.23K
|
101
$2.24K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
99+ 0.79% |
$2.16K - $2.19K
|
12.7K
$281K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 1.01% |
$437 - $442
|
1.99K
$44.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 1.01% |
$349 - $353
|
1.6K
$35.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9+ 18.0% |
$196 - $199
|
59
$1.31K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$65.5 - $66.3
|
3.3K
$73K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-23- 1.16% |
$502 - $508
|
1.96K
$43.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-66- 0.2% |
$1.44K - $1.46K
|
32.4K
$718K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-235- 4.1% |
$5.13K - $5.19K
|
5.5K
$122K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-565- 0.99% |
$12.3K - $12.5K
|
56.6K
$1.25M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-597- 0.44% |
$13K - $13.2K
|
137K
$3.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-882- 4.01% |
$19.3K - $19.5K
|
21.1K
$468K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-1.2K- 0.96% |
$26.3K - $26.6K
|
124K
$2.75M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.13K- 0.15% |
$46.4K - $46.9K
|
1.38M
$30.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.13K- 3.89% |
$68.3K - $69.1K
|
77.3K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.43K- 29.22% |
$96.6K - $97.7K
|
10.7K
$237K
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-6.75K- 23.64% |
$147K - $149K
|
21.8K
$482K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-12.3K- 16.49% |
$268K - $272K
|
62.3K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-14.7K- 12.78% |
$321K - $325K
|
100K
$2.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-15.7K- 25.73% |
$342K - $346K
|
45.3K
$1M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-20K- 26.67% |
$437K - $442K
|
55K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33K- 92.86% |
$720K - $729K
|
2.54K
$56.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-40.3K- 12.07% |
$879K - $889K
|
293K
$6.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-43.1K- 18.57% |
$941K - $952K
|
189K
$4.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-48.2K- 58.2% |
$1.05M - $1.07M
|
34.6K
$767K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-56.4K- 10.21% |
$1.23M - $1.25M
|
496K
$11M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-58.1K- 4.28% |
$1.27M - $1.28M
|
1.3M
$28.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-92.1K- 15.49% |
$2.01M - $2.03M
|
502K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-114K- 74.6% |
$2.5M - $2.53M
|
38.9K
$862K
|