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 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.4KNew |
$341K - $346K
|
14.4K
$344K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 5.31% |
$339K - $344K
|
284K
$6.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
14K+ 19.68% |
$333K - $338K
|
85.5K
$2.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13.9K+ 21.79% |
$329K - $334K
|
77.8K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.1KNew |
$310K - $315K
|
13.1K
$313K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12.8K+ 54.44% |
$303K - $307K
|
36.3K
$867K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12.4K+ 5.92% |
$294K - $298K
|
222K
$5.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
12.4K+ 4.23% |
$293K - $298K
|
306K
$7.31M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
11.7K+ 52.06% |
$277K - $281K
|
34.1K
$817K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
11.5KNew |
$272K - $276K
|
11.5K
$275K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.2K+ 83.55% |
$264K - $268K
|
24.5K
$587K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
11.1KNew |
$263K - $267K
|
11.1K
$265K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.8K+ 28.53% |
$255K - $259K
|
48.6K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.8K+ 19.34% |
$255K - $258K
|
66.4K
$1.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.4K+ 113.46% |
$247K - $251K
|
19.7K
$470K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$240K - $244K
|
10.1K
$242K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
9.87K+ 8.55% |
$234K - $237K
|
125K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.78KNew |
$231K - $235K
|
9.78K
$234K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
9.55K+ 42.78% |
$226K - $229K
|
31.9K
$762K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.53K+ 12.08% |
$226K - $229K
|
88.4K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.4K+ 8.36% |
$222K - $226K
|
122K
$2.91M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.39K+ 0.79% |
$222K - $226K
|
1.2M
$28.8M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
9.15K+ 52.59% |
$217K - $220K
|
26.6K
$635K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.08K+ 103.68% |
$215K - $218K
|
17.8K
$426K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
8.76K+ 44.27% |
$207K - $210K
|
28.5K
$683K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.57KNew |
$203K - $206K
|
8.57K
$205K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.46KNew |
$200K - $203K
|
8.46K
$202K
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.39K+ 4.57% |
$198K - $202K
|
192K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.36K+ 21.71% |
$198K - $201K
|
46.8K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
8.1K+ 46.73% |
$192K - $195K
|
25.4K
$608K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7.92K+ 5.14% |
$187K - $190K
|
162K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.27K+ 68.24% |
$172K - $175K
|
17.9K
$429K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.01K+ 45.09% |
$166K - $168K
|
22.6K
$539K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
6.99K+ 47.43% |
$166K - $168K
|
21.7K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.86K+ 6.42% |
$162K - $165K
|
114K
$2.72M
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
6.82K+ 13.0% |
$161K - $164K
|
59.3K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
6.71K+ 6.17% |
$159K - $161K
|
115K
$2.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.66K+ 3.15% |
$158K - $160K
|
218K
$5.22M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.59K+ 47.83% |
$156K - $158K
|
20.4K
$487K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.42K+ 6.33% |
$152K - $154K
|
108K
$2.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.4K+ 28.53% |
$151K - $154K
|
28.8K
$689K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.29K+ 21.83% |
$149K - $151K
|
35.1K
$839K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.24K+ 1.22% |
$148K - $150K
|
516K
$12.3M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.12K+ 16.71% |
$145K - $147K
|
42.7K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.01K+ 13.23% |
$142K - $144K
|
51.4K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.72K+ 190.01% |
$135K - $138K
|
8.74K
$209K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5.65K+ 8.68% |
$134K - $136K
|
70.7K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.65K+ 12.33% |
$134K - $136K
|
51.5K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.57K+ 12.34% |
$132K - $134K
|
50.7K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.39K+ 2.36% |
$128K - $130K
|
234K
$5.6M
|