Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
567K+ 33.42% |
$13.3M - $13.5M
|
2.26M
$54.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
516K+ 2080.73% |
$12.1M - $12.3M
|
541K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
358K+ 5.22% |
$8.4M - $8.51M
|
7.21M
$172M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
337K+ 57.81% |
$7.92M - $8.02M
|
921K
$22M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
329K+ 6.43% |
$7.74M - $7.83M
|
5.45M
$130M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
235K+ 27.16% |
$5.51M - $5.58M
|
1.1M
$26.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
205K+ 12.93% |
$4.81M - $4.87M
|
1.79M
$42.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
200K+ 4.2% |
$4.69M - $4.74M
|
4.95M
$118M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
190K+ 12.23% |
$4.47M - $4.53M
|
1.75M
$41.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
184K+ 6.19% |
$4.33M - $4.38M
|
3.16M
$75.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
184K+ 6.19% |
$4.33M - $4.38M
|
3.16M
$75.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
175K+ 12.56% |
$4.1M - $4.15M
|
1.56M
$37.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
167K+ 56.67% |
$3.93M - $3.98M
|
463K
$11.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
164K+ 5.24% |
$3.85M - $3.9M
|
3.3M
$78.8M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
161K+ 15.53% |
$3.79M - $3.84M
|
1.2M
$28.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
150K+ 47.74% |
$3.53M - $3.57M
|
465K
$11.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
145K+ 12.03% |
$3.4M - $3.44M
|
1.35M
$32.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
140K+ 8.01% |
$3.28M - $3.32M
|
1.88M
$45M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
132K+ 7.08% |
$3.11M - $3.15M
|
2M
$47.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
127KNew |
$2.99M - $3.02M
|
127K
$3.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
124K+ 27.15% |
$2.91M - $2.95M
|
581K
$13.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
110KNew |
$2.58M - $2.61M
|
110K
$2.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
100K+ 5.7% |
$2.35M - $2.38M
|
1.85M
$44.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
88K+ 26.65% |
$2.07M - $2.09M
|
418K
$10M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
87.4K+ 120.79% |
$2.05M - $2.08M
|
160K
$3.82M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
85.9K+ 11.99% |
$2.02M - $2.04M
|
803K
$19.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.8K+ 14.53% |
$1.83M - $1.85M
|
613K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75K+ 32.76% |
$1.76M - $1.78M
|
304K
$7.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
74.7K+ 3.89% |
$1.75M - $1.78M
|
2M
$47.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.5K+ 10.88% |
$1.7M - $1.72M
|
739K
$17.7M
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
71.9KNew |
$1.69M - $1.71M
|
71.9K
$1.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
68.6KNew |
$1.61M - $1.63M
|
68.6K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
67.2K+ 36.64% |
$1.58M - $1.6M
|
251K
$5.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
66.8KNew |
$1.57M - $1.59M
|
66.8K
$1.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
65K+ 16.11% |
$1.53M - $1.54M
|
468K
$11.2M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
62.6KNew |
$1.47M - $1.49M
|
62.6K
$1.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53.2K+ 40.99% |
$1.25M - $1.26M
|
183K
$4.37M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50.1K+ 27.6% |
$1.18M - $1.19M
|
232K
$5.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
49.6K+ 28.38% |
$1.16M - $1.18M
|
224K
$5.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
48K+ 49.0% |
$1.13M - $1.14M
|
146K
$3.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
46.9KNew |
$1.1M - $1.12M
|
46.9K
$1.12M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
44.7KNew |
$1.05M - $1.06M
|
44.7K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.9K+ 7.14% |
$1.01M - $1.02M
|
644K
$15.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
42.2K+ 283.66% |
$991K - $1M
|
57.1K
$1.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
42.1K+ 3.65% |
$989K - $1M
|
1.2M
$28.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
41.1K+ 13.07% |
$964K - $976K
|
355K
$8.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
40.6K+ 24.04% |
$953K - $965K
|
209K
$5.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
39.9K+ 50.97% |
$937K - $949K
|
118K
$2.83M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
38.7K+ 348.82% |
$909K - $920K
|
49.8K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
36.4K+ 1.94% |
$855K - $866K
|
1.91M
$45.7M
|