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 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.92K+ 77.81% |
$93K - $93K
|
8.95K
$213K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.75K+ 173.29% |
$89.1K - $89.1K
|
5.91K
$140K
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
3.61K+ 13.04% |
$85.7K - $85.7K
|
31.3K
$743K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.55K+ 9.47% |
$84.2K - $84.2K
|
41K
$973K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.47K+ 4.02% |
$82.4K - $82.4K
|
89.8K
$2.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.86K+ 3.11% |
$67.9K - $67.9K
|
94.9K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.79K+ 21.49% |
$66.2K - $66.2K
|
15.8K
$374K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.62K+ 8.17% |
$62.3K - $62.3K
|
34.7K
$825K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.53K+ 7.08% |
$60K - $60K
|
38.2K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.5KNew |
$59.4K - $59.4K
|
2.5K
$59.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.39K+ 1.05% |
$56.8K - $56.8K
|
229K
$5.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.34K+ 0.51% |
$55.6K - $55.6K
|
462K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.29K+ 2.61% |
$54.3K - $54.3K
|
89.8K
$2.13M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.25K+ 1.46% |
$53.4K - $53.4K
|
156K
$3.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 0.96% |
$53.1K - $53.1K
|
236K
$5.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.23K+ 0.85% |
$52.8K - $52.8K
|
264K
$6.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.04K+ 3.26% |
$48.5K - $48.5K
|
64.6K
$1.53M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
2.04K+ 2.04% |
$48.5K - $48.5K
|
102K
$2.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.03K+ 0.64% |
$48.2K - $48.2K
|
319K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.81KNew |
$42.9K - $42.9K
|
1.81K
$42.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.8K+ 1.34% |
$42.8K - $42.8K
|
136K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.77K+ 3.69% |
$42.1K - $42.1K
|
49.8K
$1.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.64K+ 1.65% |
$38.9K - $38.9K
|
101K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.5K+ 8.14% |
$35.6K - $35.6K
|
19.9K
$473K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.49K+ 4.08% |
$35.3K - $35.3K
|
37.9K
$901K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.44KNew |
$34.2K - $34.2K
|
1.44K
$34.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.39K+ 7.18% |
$33K - $33K
|
20.7K
$492K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.32K+ 2.63% |
$31.4K - $31.4K
|
51.5K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.32K+ 0.77% |
$31.2K - $31.2K
|
172K
$4.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.27K+ 2.46% |
$30.1K - $30.1K
|
52.9K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.25K+ 7.39% |
$29.7K - $29.7K
|
18.2K
$432K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.25K+ 1.02% |
$29.7K - $29.7K
|
124K
$2.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.22K+ 5.12% |
$28.9K - $28.9K
|
25K
$593K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.2KNew |
$28.4K - $28.4K
|
1.2K
$28.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.15K+ 6.59% |
$27.2K - $27.2K
|
18.5K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 207.27% |
$27.1K - $27.1K
|
1.69K
$40.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.09K+ 1.15% |
$26K - $26K
|
95.9K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.05K+ 43.09% |
$24.9K - $24.9K
|
3.48K
$82.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.03K+ 9.8% |
$24.4K - $24.4K
|
11.5K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
973+ 2.08% |
$23.1K - $23.1K
|
47.8K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
919+ 3.2% |
$21.8K - $21.8K
|
29.6K
$703K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
887+ 2.86% |
$21.1K - $21.1K
|
31.9K
$757K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
831+ 14.91% |
$19.7K - $19.7K
|
6.41K
$152K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
791+ 5.6% |
$18.8K - $18.8K
|
14.9K
$354K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
665New |
$15.8K - $15.8K
|
665
$15.8K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
640+ 0.68% |
$15.2K - $15.2K
|
94.6K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
546+ 1.87% |
$13K - $13K
|
29.7K
$705K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
534+ 5.09% |
$12.7K - $12.7K
|
11K
$262K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
533+ 0.29% |
$12.7K - $12.7K
|
182K
$4.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
527+ 16.76% |
$12.5K - $12.5K
|
3.67K
$87.2K
|