Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBDS) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.09M+ 15355.71% |
$120M - $122M
|
5.12M
$122M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.42M+ 257.17% |
$80.9M - $82.1M
|
4.75M
$114M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
784KNew |
$18.6M - $18.8M
|
784K
$18.7M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
675K+ 10.92% |
$16M - $16.2M
|
6.85M
$164M
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
457KNew |
$10.8M - $11M
|
457K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
409K+ 27.95% |
$9.67M - $9.82M
|
1.87M
$44.7M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
368K+ 1028.28% |
$8.7M - $8.83M
|
403K
$9.65M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
345K+ 33.08% |
$8.18M - $8.3M
|
1.39M
$33.2M
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
317K+ 11.25% |
$7.5M - $7.61M
|
3.13M
$74.9M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
266K+ 17.91% |
$6.31M - $6.4M
|
1.75M
$41.9M
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
244K+ 188.94% |
$5.77M - $5.86M
|
373K
$8.91M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
208K+ 13.99% |
$4.93M - $5M
|
1.7M
$40.6M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
173K+ 6.17% |
$4.1M - $4.16M
|
2.98M
$71.2M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
173K+ 6.17% |
$4.1M - $4.16M
|
2.98M
$71.2M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
160K+ 31.68% |
$3.8M - $3.85M
|
666K
$15.9M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
158KNew |
$3.74M - $3.8M
|
158K
$3.78M
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
150K+ 82.79% |
$3.54M - $3.59M
|
330K
$7.9M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
138K+ 439.27% |
$3.25M - $3.3M
|
169K
$4.04M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
110K+ 446.27% |
$2.6M - $2.64M
|
135K
$3.22M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
105K+ 29.71% |
$2.49M - $2.53M
|
460K
$11M
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
105K+ 10.05% |
$2.48M - $2.52M
|
1.15M
$27.5M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
104K+ 10.34% |
$2.46M - $2.49M
|
1.11M
$26.5M
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
102K+ 48.04% |
$2.42M - $2.46M
|
315K
$7.53M
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
97.3K+ 49.14% |
$2.3M - $2.34M
|
295K
$7.06M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.1K+ 6.43% |
$2.23M - $2.26M
|
1.56M
$37.2M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
93.8KNew |
$2.22M - $2.25M
|
93.8K
$2.24M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91.8K+ 32.25% |
$2.17M - $2.21M
|
376K
$9M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
90.9KNew |
$2.15M - $2.19M
|
90.9K
$2.17M
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
90.7KNew |
$2.15M - $2.18M
|
90.7K
$2.17M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
88.3K+ 17.83% |
$2.09M - $2.12M
|
584K
$14M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
84K+ 4.57% |
$1.99M - $2.02M
|
1.92M
$46M
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
83.9K+ 84.27% |
$1.99M - $2.02M
|
183K
$4.38M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
83.7K+ 18.51% |
$1.98M - $2.01M
|
536K
$12.8M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
83.6K+ 7.8% |
$1.98M - $2.01M
|
1.16M
$27.6M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
83.6KNew |
$1.98M - $2.01M
|
83.6K
$2M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
81.9K+ 8.56% |
$1.94M - $1.97M
|
1.04M
$24.8M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.8KNew |
$1.91M - $1.94M
|
80.8K
$1.93M
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
76.7K+ 443.17% |
$1.82M - $1.84M
|
94.1K
$2.25M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
71K+ 45.0% |
$1.68M - $1.71M
|
229K
$5.47M
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
69K+ 7.99% |
$1.63M - $1.66M
|
933K
$22.3M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
63.9K+ 13.6% |
$1.51M - $1.54M
|
534K
$12.8M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.4K+ 225.65% |
$1.5M - $1.52M
|
91.4K
$2.19M
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
63.3K+ 29.25% |
$1.5M - $1.52M
|
280K
$6.68M
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
60KNew |
$1.42M - $1.44M
|
60K
$1.43M
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
54.7K+ 53.22% |
$1.3M - $1.32M
|
158K
$3.77M
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
54.5K+ 125.81% |
$1.29M - $1.31M
|
97.9K
$2.34M
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
54.4K+ 303.6% |
$1.29M - $1.31M
|
72.3K
$1.73M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
53.1K+ 16.78% |
$1.26M - $1.28M
|
370K
$8.84M
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
51.8K+ 64.08% |
$1.23M - $1.24M
|
133K
$3.17M
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
51.6K+ 41.93% |
$1.22M - $1.24M
|
175K
$4.18M
|