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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
36.3K+ 7.9% |
$853K - $863K
|
496K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
35.7K+ 6.29% |
$838K - $849K
|
604K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
35K+ 10.72% |
$822K - $832K
|
361K
$8.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.8K+ 9.23% |
$816K - $826K
|
411K
$9.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.5KNew |
$764K - $773K
|
32.5K
$778K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
31.1K+ 104.15% |
$730K - $739K
|
61K
$1.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
31KNew |
$728K - $737K
|
31K
$741K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
30.8K+ 57.02% |
$723K - $732K
|
84.8K
$2.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
30.3K+ 10.85% |
$712K - $721K
|
310K
$7.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
29.1K+ 35.96% |
$683K - $691K
|
110K
$2.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.2K+ 11.34% |
$639K - $647K
|
267K
$6.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
27.1K+ 16.73% |
$636K - $644K
|
189K
$4.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.1K+ 15.81% |
$613K - $621K
|
191K
$4.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
25.2K+ 22.65% |
$592K - $600K
|
137K
$3.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.6K+ 23.53% |
$577K - $585K
|
129K
$3.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
23.6K+ 6.39% |
$555K - $561K
|
393K
$9.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
22.3K+ 3.0% |
$524K - $530K
|
765K
$18.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21.9K+ 95.97% |
$513K - $519K
|
44.6K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
21K+ 120.32% |
$492K - $498K
|
38.4K
$918K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.2K+ 26.69% |
$475K - $481K
|
96K
$2.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.8K+ 110.76% |
$464K - $469K
|
37.6K
$899K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
19.7K+ 38.89% |
$463K - $469K
|
70.4K
$1.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
17.3K+ 15.66% |
$407K - $412K
|
128K
$3.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
17.3K+ 7.76% |
$405K - $410K
|
239K
$5.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.2K+ 40.14% |
$403K - $408K
|
59.9K
$1.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17.1K+ 26.95% |
$402K - $407K
|
80.7K
$1.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
17K+ 1.71% |
$400K - $405K
|
1.01M
$24.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
17K+ 28.77% |
$398K - $403K
|
75.9K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
16.3K+ 3.05% |
$382K - $387K
|
550K
$13.2M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
16.2K+ 71.1% |
$381K - $385K
|
39K
$933K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
16.1KNew |
$378K - $383K
|
16.1K
$385K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.1K+ 15.52% |
$377K - $382K
|
119K
$2.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
15.8K+ 2.96% |
$370K - $375K
|
549K
$13.1M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
15.6K+ 1.41% |
$367K - $371K
|
1.12M
$26.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
15.3K+ 121.51% |
$358K - $362K
|
27.8K
$665K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.4K+ 80.29% |
$338K - $342K
|
32.3K
$773K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
14.1K+ 2.74% |
$331K - $335K
|
530K
$12.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.9K+ 56.53% |
$326K - $330K
|
38.4K
$918K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
13.8K+ 120.43% |
$325K - $329K
|
25.3K
$606K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
13.7K+ 219.23% |
$321K - $325K
|
19.9K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
13KNew |
$305K - $309K
|
13K
$311K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
12.9K+ 26.8% |
$303K - $307K
|
61.1K
$1.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.5K+ 16.02% |
$293K - $296K
|
90.3K
$2.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
12.2K+ 73.62% |
$287K - $291K
|
28.8K
$689K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12KNew |
$282K - $285K
|
12K
$287K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.7K+ 26.52% |
$276K - $279K
|
56K
$1.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.7K+ 32.37% |
$275K - $278K
|
47.8K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7KNew |
$275K - $278K
|
11.7K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
11.6KNew |
$271K - $275K
|
11.6K
$276K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
11.1K+ 5.81% |
$262K - $265K
|
203K
$4.85M
|