Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.97K+ 8.31% |
$142K - $143K
|
77.9K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.5K+ 4.54% |
$131K - $132K
|
127K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
5.4K+ 16.85% |
$128K - $129K
|
37.4K
$888K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.21K+ 8.6% |
$124K - $125K
|
65.7K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.15K+ 45.42% |
$122K - $124K
|
16.5K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
5K+ 34.48% |
$119K - $120K
|
19.5K
$463K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.72K+ 1.33% |
$112K - $113K
|
360K
$8.54M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.58K+ 7.1% |
$109K - $110K
|
69.1K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
4.3K+ 11.55% |
$102K - $103K
|
41.5K
$986K
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.3K+ 6.09% |
$102K - $103K
|
74.8K
$1.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.14K+ 1.59% |
$98.4K - $99.3K
|
265K
$6.3M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
4.06K+ 11.47% |
$96.4K - $97.3K
|
39.4K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.87K+ 24.59% |
$92K - $92.9K
|
19.6K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.78K+ 4.64% |
$89.8K - $90.6K
|
85.2K
$2.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.6K+ 5.21% |
$85.5K - $86.3K
|
72.8K
$1.73M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.54K+ 4.1% |
$84.1K - $84.9K
|
89.8K
$2.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
3.44K+ 3.62% |
$81.7K - $82.4K
|
98.3K
$2.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.21K+ 9.37% |
$76.3K - $77K
|
37.5K
$890K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
3.14KNew |
$74.7K - $75.4K
|
3.14K
$74.7K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.86K+ 1.87% |
$68K - $68.7K
|
156K
$3.71M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.81K+ 2.49% |
$66.7K - $67.3K
|
116K
$2.75M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.79KNew |
$66.4K - $67K
|
2.79K
$66.4K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.76KNew |
$65.5K - $66.1K
|
2.76K
$65.4K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.74K+ 5.35% |
$65.2K - $65.8K
|
54.1K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.66K+ 1.17% |
$63.2K - $63.8K
|
230K
$5.47M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.58K+ 2.92% |
$61.4K - $61.9K
|
91K
$2.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.52KNew |
$59.9K - $60.4K
|
2.52K
$59.9K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.39K+ 5.17% |
$56.8K - $57.3K
|
48.6K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.33K+ 3.21% |
$55.3K - $55.8K
|
74.8K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.21K+ 14.65% |
$52.4K - $52.9K
|
17.3K
$410K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.18K+ 1.34% |
$51.8K - $52.3K
|
165K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.1KNew |
$49.9K - $50.4K
|
2.1K
$49.9K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.09K+ 5.63% |
$49.7K - $50.1K
|
39.2K
$931K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.05K+ 11.49% |
$48.6K - $49.1K
|
19.9K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.95K+ 2.09% |
$46.3K - $46.8K
|
95.3K
$2.26M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.82K+ 8.06% |
$43.2K - $43.6K
|
24.4K
$579K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.76K+ 1.35% |
$41.9K - $42.3K
|
132K
$3.14M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.76K+ 8.57% |
$41.8K - $42.2K
|
22.3K
$529K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.75K+ 13.22% |
$41.5K - $41.9K
|
15K
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.64K+ 5.16% |
$38.8K - $39.2K
|
33.3K
$791K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.61K+ 1.06% |
$38.1K - $38.5K
|
153K
$3.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.54K+ 8.72% |
$36.6K - $36.9K
|
19.2K
$456K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.52K+ 15.19% |
$36.2K - $36.5K
|
11.6K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.39K+ 277.4% |
$33K - $33.3K
|
1.89K
$44.8K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.36K+ 0.77% |
$32.2K - $32.5K
|
178K
$4.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.27K+ 5.46% |
$30.2K - $30.5K
|
24.5K
$582K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 1.61% |
$30.1K - $30.3K
|
80K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.21K+ 50.37% |
$28.8K - $29.1K
|
3.62K
$85.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.2K+ 2.18% |
$28.5K - $28.8K
|
56.3K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.2K+ 855.71% |
$28.5K - $28.7K
|
1.34K
$31.8K
|