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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
521New |
$12.4K - $12.4K
|
521
$12.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
429+ 2.35% |
$10.2K - $10.2K
|
18.7K
$444K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
413+ 2.66% |
$9.81K - $9.81K
|
15.9K
$379K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
373+ 0.65% |
$8.86K - $8.86K
|
57.5K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
359+ 2.52% |
$8.53K - $8.53K
|
14.6K
$346K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
350+ 0.94% |
$8.31K - $8.31K
|
37.7K
$894K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
291New |
$6.91K - $6.91K
|
291
$6.91K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
235+ 4.76% |
$5.58K - $5.58K
|
5.17K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
219+ 1.06% |
$5.2K - $5.2K
|
20.9K
$496K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
202+ 0.42% |
$4.8K - $4.8K
|
47.8K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
188+ 0.84% |
$4.47K - $4.47K
|
22.6K
$537K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
175+ 1.51% |
$4.16K - $4.16K
|
11.8K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
172+ 0.92% |
$4.09K - $4.09K
|
18.8K
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
166+ 0.72% |
$3.94K - $3.94K
|
23.2K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
160+ 1.06% |
$3.8K - $3.8K
|
15.2K
$362K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
151+ 1.06% |
$3.59K - $3.59K
|
14.4K
$342K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
145+ 0.59% |
$3.44K - $3.44K
|
24.7K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
118+ 1.32% |
$2.8K - $2.8K
|
9.07K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
106+ 9.41% |
$2.52K - $2.52K
|
1.23K
$29.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
93+ 0.69% |
$2.21K - $2.21K
|
13.6K
$324K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
66+ 0.31% |
$1.57K - $1.57K
|
21.5K
$511K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
66+ 0.19% |
$1.57K - $1.57K
|
35K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51+ 0.02% |
$1.21K - $1.21K
|
299K
$7.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
40+ 0.18% |
$950 - $950
|
21.9K
$521K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
29+ 0.04% |
$689 - $689
|
81.7K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
22+ 0.05% |
$523 - $523
|
48.2K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 0.91% |
$356 - $356
|
1.66K
$39.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7+ 0.05% |
$166 - $166
|
14.3K
$340K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-89- 0.07% |
$2.11K - $2.11K
|
125K
$2.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-170- 0.11% |
$4.04K - $4.04K
|
155K
$3.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-247- 2.46% |
$5.87K - $5.87K
|
9.81K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-259- 6.13% |
$6.15K - $6.15K
|
3.97K
$94.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-275- 0.77% |
$6.53K - $6.53K
|
35.6K
$846K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-426- 1.59% |
$10.1K - $10.1K
|
26.4K
$627K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-599- 1.6% |
$14.2K - $14.2K
|
36.8K
$874K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-638- 1.8% |
$15.2K - $15.2K
|
34.8K
$826K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-691- 4.17% |
$16.4K - $16.4K
|
15.9K
$378K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-695- 0.22% |
$16.5K - $16.5K
|
317K
$7.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-700- 25.93% |
$16.6K - $16.6K
|
2K
$47.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-766- 3.19% |
$18.2K - $18.2K
|
23.2K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-927- 3.82% |
$22K - $22K
|
23.3K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-930- 97.48% |
$22.1K - $22.1K
|
24
$570
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-942- 7.6% |
$22.4K - $22.4K
|
11.5K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-943- 0.82% |
$22.4K - $22.4K
|
113K
$2.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1K- 62.5% |
$23.8K - $23.8K
|
600
$14.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.03K- 28.51% |
$24.5K - $24.5K
|
2.58K
$61.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.05K- 0.39% |
$24.9K - $24.9K
|
265K
$6.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.17K- 0.54% |
$27.8K - $27.8K
|
216K
$5.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.37K- 2.25% |
$32.6K - $32.6K
|
59.7K
$1.42M
|