Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31KNew |
$736K - $736K
|
31K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
30.9K+ 5.83% |
$734K - $734K
|
561K
$13.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
30.6K+ 3.04% |
$727K - $727K
|
1.04M
$24.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
29.7K+ 39.27% |
$705K - $705K
|
105K
$2.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
27.8K+ 12.39% |
$660K - $660K
|
252K
$5.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27.3K+ 20.37% |
$648K - $648K
|
161K
$3.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
27.2KNew |
$647K - $647K
|
27.2K
$647K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
27KNew |
$641K - $641K
|
27K
$641K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.7K+ 3.51% |
$611K - $611K
|
759K
$18M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24.7K+ 8.43% |
$587K - $587K
|
318K
$7.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
23.6K+ 7.81% |
$561K - $561K
|
326K
$7.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
23.3K+ 6.45% |
$554K - $554K
|
385K
$9.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23.1K+ 12.23% |
$549K - $549K
|
212K
$5.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
22.9K+ 3.11% |
$544K - $544K
|
759K
$18M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
22.3K+ 3.63% |
$530K - $530K
|
638K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
21.4K+ 55.12% |
$507K - $507K
|
60.1K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
21.2KNew |
$505K - $505K
|
21.2K
$505K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.1K+ 7.4% |
$501K - $501K
|
306K
$7.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
20.5K+ 5.84% |
$486K - $486K
|
371K
$8.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
19.6K+ 16.6% |
$467K - $467K
|
138K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.8K+ 4.83% |
$447K - $447K
|
408K
$9.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18.5K+ 33.21% |
$439K - $439K
|
74.2K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
18.3K+ 3.23% |
$434K - $434K
|
585K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.9K+ 11.08% |
$424K - $424K
|
179K
$4.25M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
17.6KNew |
$417K - $417K
|
17.6K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
17K+ 8.65% |
$403K - $403K
|
213K
$5.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.5K+ 29.29% |
$393K - $393K
|
73K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14.7K+ 49.06% |
$349K - $349K
|
44.7K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.2KNew |
$337K - $337K
|
14.2K
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
14K+ 42.33% |
$332K - $332K
|
47K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
13.7K+ 1.49% |
$326K - $326K
|
931K
$22.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
13.6K+ 3.52% |
$323K - $323K
|
400K
$9.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.1K+ 17.57% |
$312K - $312K
|
87.8K
$2.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.9K+ 23.33% |
$306K - $306K
|
68.1K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.7K+ 2.43% |
$301K - $301K
|
533K
$12.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.6KNew |
$299K - $299K
|
12.6K
$299K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12.4K+ 32.74% |
$295K - $295K
|
50.4K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.4K+ 52.95% |
$293K - $293K
|
35.7K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.7K+ 1112.0% |
$277K - $277K
|
12.7K
$302K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.7KNew |
$277K - $277K
|
11.7K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.7KNew |
$277K - $277K
|
11.7K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
11.5K+ 29.3% |
$274K - $274K
|
50.9K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
11.5K+ 2.67% |
$273K - $273K
|
442K
$10.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.3K+ 10.62% |
$269K - $269K
|
118K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
11.1KNew |
$262K - $262K
|
11.1K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11KNew |
$262K - $262K
|
11K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10.6K+ 17.85% |
$251K - $251K
|
69.8K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10.3KNew |
$245K - $245K
|
10.3K
$245K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.2K+ 1.78% |
$243K - $243K
|
584K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.2K+ 2.06% |
$243K - $243K
|
506K
$12M
|