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 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
10.9K+ 9.44% |
$256K - $259K
|
126K
$3.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 25.52% |
$256K - $259K
|
53.5K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.6KNew |
$250K - $253K
|
10.6K
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
10.3K+ 25.6% |
$241K - $244K
|
50.4K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
10.1K+ 3.3% |
$237K - $240K
|
316K
$7.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
9.86K+ 37.14% |
$232K - $234K
|
36.4K
$871K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.67KNew |
$227K - $230K
|
9.67K
$231K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.55KNew |
$224K - $227K
|
9.55K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
9.48K+ 5.81% |
$223K - $225K
|
173K
$4.13M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
9.41K+ 5.43% |
$221K - $224K
|
183K
$4.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.35K+ 7.4% |
$219K - $222K
|
136K
$3.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
9.2K+ 42.32% |
$216K - $219K
|
30.9K
$740K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
8.81K+ 9.71% |
$207K - $209K
|
99.5K
$2.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
8.69KNew |
$204K - $206K
|
8.69K
$208K
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
8.67K+ 45.02% |
$204K - $206K
|
27.9K
$668K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.5K+ 100.0% |
$200K - $202K
|
17K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8.25K+ 4.74% |
$194K - $196K
|
182K
$4.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
8.25K+ 2.84% |
$194K - $196K
|
298K
$7.13M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.2KNew |
$193K - $195K
|
8.2K
$196K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
7.32K+ 29.52% |
$172K - $174K
|
32.1K
$768K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.26K+ 2.41% |
$171K - $173K
|
309K
$7.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6.68K+ 1.25% |
$157K - $159K
|
540K
$12.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.67K+ 62.87% |
$157K - $159K
|
17.3K
$413K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.65K+ 30.42% |
$156K - $158K
|
28.5K
$681K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.63K+ 25.71% |
$156K - $158K
|
32.4K
$776K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.35K+ 33.08% |
$149K - $151K
|
25.6K
$611K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.32K+ 22.05% |
$148K - $150K
|
35K
$836K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.26K+ 26.05% |
$147K - $149K
|
30.3K
$724K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
6.22K+ 15.72% |
$146K - $148K
|
45.8K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.15K+ 9.26% |
$144K - $146K
|
72.5K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
6.06K+ 7.09% |
$142K - $144K
|
91.5K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.91K+ 3.75% |
$139K - $141K
|
164K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.69K+ 68.02% |
$134K - $135K
|
14.1K
$336K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
5.66K+ 48.66% |
$133K - $135K
|
17.3K
$414K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.36K+ 32.81% |
$126K - $127K
|
21.7K
$519K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
5.23K+ 7.84% |
$123K - $124K
|
71.9K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.05K+ 7.16% |
$119K - $120K
|
75.6K
$1.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4.94K+ 2.94% |
$116K - $118K
|
173K
$4.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
4.93K+ 36.05% |
$116K - $117K
|
18.6K
$444K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.52K+ 1.5% |
$106K - $107K
|
306K
$7.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.49K+ 16.97% |
$105K - $107K
|
30.9K
$740K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.46K+ 19.95% |
$105K - $106K
|
26.8K
$641K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.28K+ 4.84% |
$101K - $102K
|
92.7K
$2.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4.16K+ 0.36% |
$97.6K - $98.8K
|
1.15M
$27.6M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.13K+ 2.66% |
$96.9K - $98.1K
|
160K
$3.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.12K+ 1.89% |
$96.8K - $98K
|
222K
$5.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.04K+ 7.97% |
$94.9K - $96K
|
54.7K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
4K+ 11.73% |
$94K - $95.2K
|
38.2K
$912K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
3.89K+ 251.88% |
$91.3K - $92.4K
|
5.43K
$130K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.79K+ 3.34% |
$89K - $90.1K
|
117K
$2.81M
|