Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
88.1KNew |
$1.93M - $2M
|
88.1K
$1.97M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
48.6K+ 30.95% |
$1.07M - $1.1M
|
206K
$4.61M
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
41.5KNew |
$910K - $941K
|
41.5K
$928K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
36.5K+ 10.82% |
$802K - $829K
|
374K
$8.37M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
34.2K+ 104.94% |
$750K - $775K
|
66.7K
$1.49M
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
33.7K+ 18.01% |
$741K - $766K
|
221K
$4.95M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
33.4K+ 14.17% |
$734K - $758K
|
269K
$6.03M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
29.5K+ 70.24% |
$648K - $669K
|
71.5K
$1.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.3K+ 4.03% |
$644K - $665K
|
757K
$16.9M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
25.6K+ 6.48% |
$561K - $580K
|
420K
$9.4M
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
22.9KNew |
$503K - $519K
|
22.9K
$512K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.8K+ 2.68% |
$456K - $472K
|
795K
$17.8M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17.2K+ 19.76% |
$378K - $390K
|
104K
$2.33M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
13.6K+ 2.98% |
$299K - $309K
|
471K
$10.5M
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
13K+ 26.88% |
$285K - $294K
|
61.2K
$1.37M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.5K+ 9.17% |
$275K - $284K
|
149K
$3.34M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.9K+ 23.25% |
$261K - $270K
|
63.1K
$1.41M
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
11.8KNew |
$260K - $269K
|
11.8K
$265K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10.6K+ 57.8% |
$233K - $241K
|
29K
$649K
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.96KNew |
$219K - $226K
|
9.96K
$223K
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.88K+ 39.9% |
$195K - $201K
|
31.1K
$697K
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
8.54K+ 3778.32% |
$188K - $194K
|
8.77K
$196K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.81K+ 78.56% |
$172K - $177K
|
17.8K
$397K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.69K+ 33.92% |
$103K - $106K
|
18.5K
$414K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.39K+ 1.79% |
$74.4K - $76.9K
|
192K
$4.31M
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.73K+ 1.39% |
$38K - $39.3K
|
126K
$2.82M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.52K+ 14.48% |
$33.4K - $34.5K
|
12K
$269K
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 5.98% |
$32.4K - $33.5K
|
26.2K
$585K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.39KNew |
$30.5K - $31.6K
|
1.39K
$31.1K
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.16K+ 2.0% |
$25.5K - $26.4K
|
59.2K
$1.33M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.15KNew |
$25.3K - $26.1K
|
1.15K
$25.8K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
927+ 4.79% |
$20.4K - $21K
|
20.3K
$454K
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
510+ 5.39% |
$11.2K - $11.6K
|
9.98K
$223K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
475New |
$10.4K - $10.8K
|
475
$10.6K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
455+ 2.13% |
$9.99K - $10.3K
|
21.8K
$488K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
380+ 0.07% |
$8.34K - $8.62K
|
544K
$12.2M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
105+ 0.67% |
$2.31K - $2.38K
|
15.7K
$352K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 0.77% |
$2.15K - $2.22K
|
12.8K
$286K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$43.9 - $45.4
|
3.3K
$73.9K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-60- 0.36% |
$1.32K - $1.36K
|
16.4K
$367K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-310- 0.94% |
$6.81K - $7.03K
|
32.7K
$732K
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-468- 2.21% |
$10.3K - $10.6K
|
20.7K
$463K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-598- 1.4% |
$13.1K - $13.6K
|
42.2K
$944K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 8.43% |
$28.8K - $29.8K
|
14.3K
$319K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.22K- 22.4% |
$137K - $141K
|
21.5K
$482K
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-11.8K- 26.12% |
$260K - $268K
|
33.4K
$748K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-23K- 4.63% |
$504K - $521K
|
473K
$10.6M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-36.9K- 24.33% |
$811K - $838K
|
115K
$2.57M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52.6K- 8.78% |
$1.15M - $1.19M
|
546K
$12.2M
|