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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.7K+ 20.12% |
$346K - $357K
|
93.9K
$2.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.7KNew |
$345K - $357K
|
15.7K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
14.1K+ 65.19% |
$309K - $320K
|
35.7K
$789K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
13.9KNew |
$305K - $315K
|
13.9K
$307K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
13.6K+ 2.98% |
$299K - $309K
|
471K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13KNew |
$286K - $296K
|
13K
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
13K+ 26.88% |
$285K - $294K
|
61.2K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.7KNew |
$279K - $289K
|
12.7K
$281K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.5K+ 9.17% |
$275K - $284K
|
149K
$3.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 8.8% |
$267K - $275K
|
150K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.9KNew |
$262K - $271K
|
11.9K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.9K+ 23.25% |
$261K - $270K
|
63.1K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
11.8KNew |
$260K - $269K
|
11.8K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
11.5KNew |
$252K - $260K
|
11.5K
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11KNew |
$242K - $251K
|
11K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11K+ 58.22% |
$242K - $251K
|
30K
$664K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10.6K+ 57.8% |
$233K - $241K
|
29K
$642K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.6K+ 38.31% |
$233K - $241K
|
38.3K
$848K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.96KNew |
$219K - $226K
|
9.96K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9.53K+ 1.93% |
$209K - $216K
|
503K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.88K+ 39.9% |
$195K - $201K
|
31.1K
$689K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
8.54K+ 3778.32% |
$188K - $194K
|
8.77K
$194K
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
8.51K+ 26.18% |
$187K - $193K
|
41K
$907K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.4K+ 16.8% |
$184K - $190K
|
58.4K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.18K+ 14.44% |
$180K - $186K
|
64.8K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.81K+ 78.56% |
$172K - $177K
|
17.8K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.1K+ 2.42% |
$156K - $161K
|
300K
$6.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.8K+ 20.96% |
$149K - $154K
|
39.2K
$868K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
6.62KNew |
$145K - $150K
|
6.62K
$146K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.16K+ 8.47% |
$135K - $140K
|
78.9K
$1.75M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.59K+ 2.12% |
$123K - $127K
|
269K
$5.96M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
4.74K+ 11.08% |
$104K - $108K
|
47.5K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.69K+ 33.92% |
$103K - $106K
|
18.5K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.71K+ 20.51% |
$81.5K - $84.2K
|
21.8K
$483K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.39K+ 1.79% |
$74.4K - $76.9K
|
192K
$4.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.21K+ 7.62% |
$70.5K - $72.9K
|
45.4K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
3.05K+ 13.54% |
$67K - $69.2K
|
25.6K
$566K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.98KNew |
$65.4K - $67.6K
|
2.98K
$65.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.72KNew |
$59.6K - $61.6K
|
2.72K
$60.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.42K+ 3.59% |
$53.1K - $54.8K
|
69.7K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.87K+ 1.81% |
$41.2K - $42.5K
|
105K
$2.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.86K+ 1.19% |
$40.8K - $42.2K
|
158K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.78K+ 14.58% |
$39.1K - $40.4K
|
14K
$310K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.73K+ 1.39% |
$38K - $39.3K
|
126K
$2.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.72K+ 6.34% |
$37.8K - $39.1K
|
28.9K
$639K
|
|
|
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
$266K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 5.98% |
$32.4K - $33.5K
|
26.2K
$579K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.39KNew |
$30.5K - $31.6K
|
1.39K
$30.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.27K+ 9.33% |
$27.8K - $28.8K
|
14.9K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.25KNew |
$27.4K - $28.3K
|
1.25K
$27.6K
|