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 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.41K- 7.49% |
$33.5K - $33.5K
|
17.4K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-2.11K- 4.64% |
$50K - $50K
|
43.3K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.17K- 23.69% |
$51.5K - $51.5K
|
6.99K
$166K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.28K- 0.98% |
$54.2K - $54.2K
|
231K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.35K- 3.14% |
$55.8K - $55.8K
|
72.5K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-2.36K- 18.59% |
$56.1K - $56.1K
|
10.3K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.65K- 7.26% |
$62.9K - $62.9K
|
33.9K
$804K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.65K- 17.8% |
$62.9K - $62.9K
|
12.2K
$290K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.43K- 4.65% |
$81.5K - $81.5K
|
70.3K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-4.25K- 65.94% |
$101K - $101K
|
2.2K
$52.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-4.39K- 26.49% |
$104K - $104K
|
12.2K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.46K- 0.45% |
$106K - $106K
|
976K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.83K- 12.91% |
$115K - $115K
|
32.5K
$773K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.84K- 18.53% |
$115K - $115K
|
21.3K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.34K- 0.73% |
$127K - $127K
|
727K
$17.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.37K- 4.02% |
$175K - $175K
|
176K
$4.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-8.2K- 17.65% |
$195K - $195K
|
38.2K
$908K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.22K- 5.96% |
$195K - $195K
|
130K
$3.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-8.27K- 6.01% |
$196K - $196K
|
129K
$3.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-8.3K- 4.59% |
$197K - $197K
|
172K
$4.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-9.43K- 5.48% |
$224K - $224K
|
163K
$3.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-10.8K- 33.11% |
$257K - $257K
|
21.9K
$520K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 9.08% |
$259K - $259K
|
109K
$2.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.2K- 4.18% |
$266K - $266K
|
257K
$6.1M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.2K- 4.18% |
$266K - $266K
|
257K
$6.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.8K- 1.79% |
$280K - $280K
|
646K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 49.73% |
$289K - $289K
|
12.3K
$292K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-23.4K- 2.56% |
$556K - $556K
|
891K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26K- 30.71% |
$617K - $617K
|
58.6K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-26.8K- 16.33% |
$636K - $636K
|
137K
$3.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-28.7K- 52.02% |
$681K - $681K
|
26.4K
$628K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31.6K- 14.84% |
$749K - $749K
|
181K
$4.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-46.7K- 25.15% |
$1.11M - $1.11M
|
139K
$3.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-54.3K- 22.87% |
$1.29M - $1.29M
|
183K
$4.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-70.6K- 11.17% |
$1.68M - $1.68M
|
562K
$13.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-83.4K- 63.23% |
$1.98M - $1.98M
|
48.5K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-84.3K- 99.89% |
$2M - $2M
|
89
$2.11K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84.5K- 11.35% |
$2.01M - $2.01M
|
660K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-87K- 74.62% |
$2.07M - $2.07M
|
29.6K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-93.4K- 11.63% |
$2.22M - $2.22M
|
710K
$16.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-131K- 11.93% |
$3.12M - $3.12M
|
970K
$23M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-177K- 99.27% |
$4.21M - $4.21M
|
1.3K
$30.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-248K- 27.31% |
$5.9M - $5.9M
|
661K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-906K- 64.29% |
$21.5M - $21.5M
|
503K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.53M- 64.55% |
$36.4M - $36.4M
|
842K
$20M
|