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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49.1K+ 3.2% |
$1.16M - $1.18M
|
1.58M
$37.9M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
48.5K+ 266.32% |
$1.15M - $1.16M
|
66.7K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
47.7K+ 24.78% |
$1.13M - $1.15M
|
240K
$5.74M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
46.2K+ 405.38% |
$1.09M - $1.11M
|
57.6K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
45.2K+ 38.32% |
$1.07M - $1.09M
|
163K
$3.9M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
39.6KNew |
$936K - $951K
|
39.6K
$946K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
35.9K+ 179.66% |
$849K - $862K
|
55.8K
$1.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
32.5K+ 6.49% |
$768K - $780K
|
533K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
29.8K+ 5.54% |
$705K - $716K
|
568K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.4K+ 71.33% |
$695K - $705K
|
70.5K
$1.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28.2K+ 10.3% |
$666K - $677K
|
301K
$7.21M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.1K+ 27.7% |
$666K - $676K
|
130K
$3.1M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.7K+ 17.98% |
$655K - $665K
|
182K
$4.34M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27.2K+ 32.57% |
$644K - $654K
|
111K
$2.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26.5KNew |
$628K - $638K
|
26.5K
$635K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
26.5K+ 2.74% |
$628K - $638K
|
996K
$23.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
26.4KNew |
$626K - $635K
|
26.4K
$632K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
26.4K+ 43.82% |
$626K - $635K
|
86.8K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.4K+ 106.06% |
$624K - $633K
|
51.2K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
26.3K+ 9.13% |
$622K - $632K
|
314K
$7.51M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
25K+ 73.76% |
$592K - $601K
|
58.9K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
25K+ 97.22% |
$591K - $600K
|
50.7K
$1.21M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
24.8KNew |
$587K - $596K
|
24.8K
$593K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
24.2K+ 66.32% |
$573K - $581K
|
60.7K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
24KNew |
$568K - $577K
|
24K
$574K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
23.8K+ 15.85% |
$563K - $572K
|
174K
$4.16M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.5K+ 4.06% |
$556K - $564K
|
601K
$14.4M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
22.8KNew |
$540K - $548K
|
22.8K
$545K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
22.8KNew |
$539K - $547K
|
22.8K
$544K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
21.9KNew |
$517K - $525K
|
21.9K
$522K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 42.29% |
$516K - $524K
|
73.4K
$1.75M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
21.3K+ 14.05% |
$505K - $513K
|
173K
$4.14M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.8KNew |
$491K - $499K
|
20.8K
$496K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19.2KNew |
$455K - $461K
|
19.2K
$459K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
18.9K+ 79.9% |
$448K - $455K
|
42.6K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
18.8KNew |
$445K - $452K
|
18.8K
$450K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
18.5K+ 3.6% |
$438K - $445K
|
533K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
18.4KNew |
$436K - $443K
|
18.4K
$440K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.3K+ 102.05% |
$432K - $439K
|
36.1K
$864K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 12.41% |
$432K - $438K
|
165K
$3.95M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
17.9KNew |
$425K - $431K
|
17.9K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17.9K+ 20.6% |
$423K - $429K
|
105K
$2.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
17.5K+ 141.44% |
$414K - $420K
|
29.9K
$714K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
17.4K+ 18.33% |
$413K - $419K
|
113K
$2.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
17.3K+ 16.15% |
$409K - $415K
|
124K
$2.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.7K+ 19.25% |
$395K - $401K
|
103K
$2.47M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
16.6KNew |
$393K - $399K
|
16.6K
$397K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.3KNew |
$387K - $393K
|
16.3K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
15.2K+ 5.55% |
$361K - $366K
|
290K
$6.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
15KNew |
$354K - $360K
|
15K
$358K
|