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 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$7.1K - $7.21K
|
300
$7.17K
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
278+ 2.6% |
$6.58K - $6.68K
|
11K
$262K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
235+ 4.26% |
$5.56K - $5.65K
|
5.75K
$137K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
112New |
$2.65K - $2.69K
|
112
$2.68K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
94+ 0.06% |
$2.22K - $2.26K
|
168K
$4.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
92+ 0.6% |
$2.18K - $2.21K
|
15.4K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
86+ 10.68% |
$2.04K - $2.07K
|
891
$21.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
82+ 0.71% |
$1.94K - $1.97K
|
11.6K
$277K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
74+ 0.1% |
$1.75K - $1.78K
|
72.7K
$1.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
62+ 0.16% |
$1.47K - $1.49K
|
38.3K
$915K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52+ 0.7% |
$1.23K - $1.25K
|
7.45K
$178K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
15+ 0.08% |
$355 - $360
|
17.9K
$428K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
14+ 0.1% |
$331 - $336
|
13.7K
$327K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10+ 0.7% |
$237 - $240
|
1.43K
$34.2K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.05% |
$118 - $120
|
11.1K
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.68% |
$118 - $120
|
745
$17.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.12% |
$23.7 - $24
|
833
$19.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13- 0.91% |
$308 - $312
|
1.42K
$34K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-35- 0.09% |
$828 - $841
|
40.5K
$968K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 33.33% |
$2.37K - $2.4K
|
200
$4.78K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-257- 2.36% |
$6.08K - $6.18K
|
10.6K
$254K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-323- 2.59% |
$7.65K - $7.76K
|
12.1K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-395- 0.5% |
$9.35K - $9.49K
|
78.3K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-404- 0.74% |
$9.56K - $9.71K
|
54K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-405- 1.03% |
$9.59K - $9.73K
|
38.8K
$927K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-625- 0.24% |
$14.8K - $15K
|
255K
$6.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-802- 1.42% |
$19K - $19.3K
|
55.7K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-871- 0.27% |
$20.6K - $20.9K
|
326K
$7.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-967- 0.75% |
$22.9K - $23.2K
|
128K
$3.07M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.02K- 0.09% |
$24K - $24.4K
|
1.09M
$26M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.12K- 4.51% |
$26.6K - $27K
|
23.7K
$568K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.22K- 6.2% |
$28.8K - $29.2K
|
18.4K
$440K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 10.91% |
$29.1K - $29.5K
|
10K
$240K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.23K- 6.7% |
$29.1K - $29.5K
|
17.1K
$409K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.37K- 2.77% |
$32.4K - $32.9K
|
48.1K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.5K- 7.58% |
$35.5K - $36K
|
18.3K
$437K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.83K- 9.14% |
$43.4K - $44K
|
18.2K
$436K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.92K- 11.36% |
$45.5K - $46.2K
|
15K
$359K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2K- 3.1% |
$47.3K - $48K
|
62.4K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.35K- 10.01% |
$55.6K - $56.5K
|
21.1K
$505K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.7K- 1.45% |
$63.8K - $64.8K
|
183K
$4.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.76K- 7.85% |
$65.4K - $66.4K
|
32.4K
$776K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.11K- 11.17% |
$73.6K - $74.7K
|
24.7K
$591K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.54K- 14.71% |
$83.7K - $85K
|
20.5K
$490K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.77K- 0.5% |
$89.1K - $90.5K
|
742K
$17.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-3.79K- 2.89% |
$89.6K - $91K
|
127K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.96K- 10.92% |
$93.7K - $95.2K
|
32.3K
$773K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.26K- 7.37% |
$101K - $102K
|
53.5K
$1.28M
|