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
|
Buffington Mohr Mc Neal
|
BUY
|
- |
5.1K+ 41.37% |
$121K - $123K
|
17.4K
$417K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
4.8K+ 11.06% |
$114K - $115K
|
48.2K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.78K+ 6.72% |
$113K - $115K
|
75.8K
$1.81M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.73K+ 8.05% |
$112K - $114K
|
63.6K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.36K+ 2.78% |
$103K - $105K
|
161K
$3.86M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.32K+ 16.14% |
$102K - $104K
|
31.1K
$743K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
4.3K+ 11.48% |
$102K - $103K
|
41.7K
$997K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.2K+ 13.0% |
$99.3K - $101K
|
36.5K
$872K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4KNew |
$94.7K - $96.1K
|
4K
$95.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3.96K+ 360.84% |
$93.8K - $95.2K
|
5.06K
$121K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.77K+ 3.28% |
$89.3K - $90.7K
|
119K
$2.84M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.77K+ 10.37% |
$89.3K - $90.6K
|
40.1K
$960K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.76K+ 152.22% |
$89.1K - $90.4K
|
6.24K
$149K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.76K+ 34.73% |
$89K - $90.4K
|
14.6K
$349K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.56K+ 4.1% |
$84.3K - $85.5K
|
90.3K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
3.47K+ 3.63% |
$82.1K - $83.3K
|
98.9K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.28K+ 55.77% |
$77.6K - $78.8K
|
9.16K
$219K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.16KNew |
$74.7K - $75.8K
|
3.16K
$75.4K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.15K+ 3.85% |
$74.5K - $75.6K
|
84.9K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.92K+ 4.29% |
$69.1K - $70.1K
|
71K
$1.7M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.8K+ 50.16% |
$66.2K - $67.2K
|
8.37K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.73KNew |
$64.7K - $65.7K
|
2.73K
$65.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
2.61K+ 28.87% |
$61.7K - $62.6K
|
11.6K
$278K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48K+ 9.52% |
$58.8K - $59.7K
|
28.6K
$683K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.3K+ 6.54% |
$54.3K - $55.1K
|
37.4K
$893K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.14K+ 4.85% |
$50.6K - $51.3K
|
46.1K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
2.1KNew |
$49.6K - $50.4K
|
2.1K
$50.1K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.01KNew |
$47.6K - $48.3K
|
2.01K
$48.1K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.83K+ 16.7% |
$43.3K - $44K
|
12.8K
$306K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.78K+ 4.68% |
$42.1K - $42.8K
|
39.8K
$952K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.74K+ 1.25% |
$41.2K - $41.9K
|
141K
$3.37M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.54KNew |
$36.5K - $37.1K
|
1.54K
$36.9K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.49K+ 11.16% |
$35.4K - $35.9K
|
14.9K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.3KNew |
$30.7K - $31.2K
|
1.3K
$31K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 2.45% |
$30.5K - $31K
|
54K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.2K+ 855.0% |
$28.3K - $28.8K
|
1.34K
$32K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.07K+ 5.17% |
$25.2K - $25.6K
|
21.7K
$518K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.07K+ 41.98% |
$25.2K - $25.6K
|
3.6K
$86.1K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.05K+ 3.1% |
$24.7K - $25.1K
|
34.7K
$831K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
861New |
$20.4K - $20.7K
|
861
$20.6K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
849New |
$20.1K - $20.4K
|
849
$20.3K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
844+ 7.69% |
$20K - $20.3K
|
11.8K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$18.9K - $19.2K
|
800
$19.1K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
696New |
$16.5K - $16.7K
|
696
$16.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
630+ 6.1% |
$14.9K - $15.1K
|
11K
$262K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
629+ 12.67% |
$14.9K - $15.1K
|
5.59K
$134K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
500+ 1.48% |
$11.8K - $12K
|
34.2K
$818K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
474+ 2.06% |
$11.2K - $11.4K
|
23.5K
$562K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
420+ 1.49% |
$9.94K - $10.1K
|
28.7K
$685K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
360+ 1.37% |
$8.52K - $8.65K
|
26.7K
$638K
|