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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.2K+ 11.16% |
$26.3K - $27.1K
|
11.9K
$264K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.16K+ 2.0% |
$25.5K - $26.4K
|
59.2K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.15KNew |
$25.3K - $26.1K
|
1.15K
$25.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.1K+ 9.16% |
$24.2K - $25K
|
13.2K
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.04K+ 2.4% |
$22.8K - $23.6K
|
44.3K
$980K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
927+ 4.79% |
$20.4K - $21K
|
20.3K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
697+ 5.07% |
$15.3K - $15.8K
|
14.4K
$320K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
510+ 5.39% |
$11.2K - $11.6K
|
9.98K
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
488New |
$10.7K - $11.1K
|
488
$10.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
475New |
$10.4K - $10.8K
|
475
$10.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
458+ 11.58% |
$10.1K - $10.4K
|
4.41K
$97.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
455+ 2.13% |
$9.99K - $10.3K
|
21.8K
$482K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
380+ 0.07% |
$8.34K - $8.62K
|
544K
$12M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
279New |
$6.13K - $6.33K
|
279
$6.17K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
271+ 0.93% |
$5.95K - $6.15K
|
29.5K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
190+ 0.18% |
$4.17K - $4.31K
|
108K
$2.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
146+ 0.5% |
$3.21K - $3.31K
|
29.2K
$646K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
145+ 0.88% |
$3.18K - $3.29K
|
16.5K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
135+ 0.49% |
$2.96K - $3.06K
|
27.9K
$617K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
133+ 1.01% |
$2.92K - $3.02K
|
13.3K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
131+ 0.43% |
$2.88K - $2.97K
|
30.8K
$680K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
122+ 0.29% |
$2.68K - $2.77K
|
42.8K
$946K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
105+ 0.67% |
$2.31K - $2.38K
|
15.7K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 0.77% |
$2.15K - $2.22K
|
12.8K
$283K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 1.0% |
$439 - $454
|
2.01K
$44.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 1.0% |
$351 - $363
|
1.62K
$35.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$43.9 - $45.4
|
3.3K
$73K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-9- 15.25% |
$198 - $204
|
50
$1.11K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-60- 0.36% |
$1.32K - $1.36K
|
16.4K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-173- 1.88% |
$3.8K - $3.93K
|
9.01K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-202- 0.58% |
$4.44K - $4.58K
|
34.4K
$762K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-310- 0.94% |
$6.81K - $7.03K
|
32.7K
$724K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-327- 12.89% |
$7.18K - $7.42K
|
2.21K
$48.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-468- 2.21% |
$10.3K - $10.6K
|
20.7K
$458K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-598- 1.4% |
$13.1K - $13.6K
|
42.2K
$933K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-910- 0.47% |
$20K - $20.6K
|
191K
$4.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-1.13K- 5.19% |
$24.8K - $25.6K
|
20.6K
$457K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 8.43% |
$28.8K - $29.8K
|
14.3K
$315K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.39K- 7.71% |
$30.4K - $31.4K
|
16.6K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.13K- 2.75% |
$46.7K - $48.3K
|
75.2K
$1.66M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5K- 9.09% |
$110K - $113K
|
50K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.59K- 5.58% |
$123K - $127K
|
94.7K
$2.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.22K- 22.4% |
$137K - $141K
|
21.5K
$476K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-10.2K- 46.69% |
$224K - $231K
|
11.6K
$257K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-11.8K- 26.12% |
$260K - $268K
|
33.4K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.3K- 39.24% |
$335K - $347K
|
23.7K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.2K- 20.16% |
$356K - $368K
|
64.3K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.8K- 10.74% |
$435K - $449K
|
165K
$3.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-23K- 4.63% |
$504K - $521K
|
473K
$10.5M
|