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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
10K+ 83.42% |
$238K - $238K
|
22.1K
$524K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.89KNew |
$235K - $235K
|
9.89K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9.3KNew |
$221K - $221K
|
9.3K
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
9.27K+ 1.67% |
$220K - $220K
|
563K
$13.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.24K+ 50.32% |
$219K - $219K
|
27.6K
$655K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.17KNew |
$218K - $218K
|
9.17K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
9.13K+ 13.41% |
$217K - $217K
|
77.2K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.97K+ 6.97% |
$213K - $213K
|
138K
$3.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.93K+ 14.3% |
$212K - $212K
|
71.4K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.92KNew |
$212K - $212K
|
8.92K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.92KNew |
$212K - $212K
|
8.92K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
8.84K+ 9.77% |
$210K - $210K
|
99.3K
$2.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.39KNew |
$199K - $199K
|
8.39K
$199K
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.28K+ 6.52% |
$197K - $197K
|
135K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
7.95K+ 9.3% |
$189K - $189K
|
93.3K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
7.9K+ 25.69% |
$188K - $188K
|
38.7K
$918K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.52K+ 5.4% |
$179K - $179K
|
147K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7.5K+ 19.13% |
$178K - $178K
|
46.7K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
7.44K+ 22.09% |
$177K - $177K
|
41.1K
$977K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.33K+ 2.67% |
$174K - $174K
|
281K
$6.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
7.07K+ 30.89% |
$168K - $168K
|
30K
$712K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.04K+ 11.93% |
$167K - $167K
|
66.1K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.86K+ 7.55% |
$163K - $163K
|
97.7K
$2.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.72K+ 32.46% |
$160K - $160K
|
27.4K
$651K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
6.68K+ 5.48% |
$159K - $159K
|
129K
$3.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.67K+ 8.35% |
$158K - $158K
|
86.6K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.67K+ 11.67% |
$158K - $158K
|
63.8K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
6.62K+ 41.34% |
$157K - $157K
|
22.6K
$537K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.6K+ 6.13% |
$157K - $157K
|
114K
$2.71M
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
6.1K+ 2.09% |
$145K - $145K
|
298K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
5.86K+ 17.06% |
$139K - $139K
|
40.2K
$954K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.78K+ 4.92% |
$137K - $137K
|
123K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
5.78K+ 7.63% |
$137K - $137K
|
81.4K
$1.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.73K+ 4.56% |
$136K - $136K
|
132K
$3.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.6K+ 12.74% |
$133K - $133K
|
49.6K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
5.42K+ 13.61% |
$129K - $129K
|
45.3K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.28K+ 158.73% |
$125K - $125K
|
8.61K
$204K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
5.11K+ 0.74% |
$121K - $121K
|
695K
$16.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
4.89KNew |
$116K - $116K
|
4.89K
$116K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.88K+ 5.49% |
$116K - $116K
|
93.8K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.61K+ 32.21% |
$110K - $110K
|
18.9K
$450K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
4.6K+ 11.71% |
$109K - $109K
|
43.9K
$1.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.49K+ 75.67% |
$107K - $107K
|
10.4K
$247K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.44K+ 5.73% |
$105K - $105K
|
81.8K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.31K+ 0.36% |
$102K - $102K
|
1.22M
$28.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
4.25K+ 5.69% |
$101K - $101K
|
79K
$1.88M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.23K+ 2.06% |
$100K - $100K
|
209K
$4.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4K+ 1.91% |
$94.9K - $94.9K
|
214K
$5.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.99K+ 0.96% |
$94.7K - $94.7K
|
419K
$9.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.95K+ 2.4% |
$93.8K - $93.8K
|
169K
$4M
|