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 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.56K+ 4.19% |
$83.6K - $84.6K
|
88.5K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.55K+ 10.93% |
$83.3K - $84.3K
|
36K
$861K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
3.47K+ 10.88% |
$81.4K - $82.4K
|
35.3K
$845K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.42K+ 3.17% |
$80.3K - $81.2K
|
111K
$2.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.4K+ 18.65% |
$79.8K - $80.8K
|
21.6K
$517K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.3K+ 11.44% |
$77.5K - $78.4K
|
32.1K
$768K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.23K+ 6.71% |
$75.7K - $76.7K
|
51.3K
$1.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.22K+ 56.05% |
$75.6K - $76.5K
|
8.97K
$214K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.13K+ 12.65% |
$73.4K - $74.4K
|
27.9K
$666K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.92K+ 31.85% |
$68.5K - $69.3K
|
12.1K
$289K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.9K+ 13.88% |
$68.1K - $68.9K
|
23.8K
$569K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.89K+ 14.17% |
$67.8K - $68.6K
|
23.3K
$556K
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
2.85K+ 10.68% |
$66.9K - $67.7K
|
29.5K
$706K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.83K+ 4.92% |
$66.5K - $67.3K
|
60.4K
$1.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.61K+ 1.97% |
$61.4K - $62.1K
|
135K
$3.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.61K+ 3.67% |
$61.2K - $62K
|
73.6K
$1.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
2.03K+ 2.05% |
$47.7K - $48.3K
|
101K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2K+ 1.68% |
$46.8K - $47.4K
|
121K
$2.89M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.79K+ 4.49% |
$42K - $42.5K
|
41.6K
$995K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.74K+ 4.45% |
$40.9K - $41.4K
|
40.9K
$979K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.66K+ 16.94% |
$38.9K - $39.4K
|
11.4K
$273K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.65K+ 1.32% |
$38.8K - $39.3K
|
127K
$3.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.63K+ 3.02% |
$38.3K - $38.8K
|
55.7K
$1.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.59K+ 18.19% |
$37.3K - $37.8K
|
10.3K
$247K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.46K+ 0.57% |
$34.2K - $34.6K
|
256K
$6.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.43K+ 9.36% |
$33.6K - $34K
|
16.7K
$399K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.41K+ 7.84% |
$33K - $33.4K
|
19.3K
$463K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.27K+ 0.79% |
$29.9K - $30.3K
|
163K
$3.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.24K+ 0.34% |
$29.1K - $29.5K
|
371K
$8.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.24K+ 1.75% |
$29K - $29.4K
|
72K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.22K+ 6.61% |
$28.6K - $28.9K
|
19.6K
$469K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.22K+ 6.61% |
$28.6K - $28.9K
|
19.6K
$469K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.21K+ 3.23% |
$28.4K - $28.7K
|
38.6K
$922K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.15K+ 1.58% |
$26.9K - $27.3K
|
73.8K
$1.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$23.5K - $23.8K
|
1K
$23.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1KNew |
$23.5K - $23.8K
|
1K
$23.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
906+ 12.16% |
$21.3K - $21.5K
|
8.36K
$200K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
846+ 3.9% |
$19.9K - $20.1K
|
22.5K
$539K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
845+ 4.94% |
$19.8K - $20.1K
|
18K
$429K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
844+ 5.41% |
$19.8K - $20.1K
|
16.5K
$393K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
835+ 6.53% |
$19.6K - $19.8K
|
13.6K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
809+ 3.41% |
$19K - $19.2K
|
24.5K
$587K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
763+ 6.98% |
$17.9K - $18.1K
|
11.7K
$280K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
761+ 1.48% |
$17.9K - $18.1K
|
52.2K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
682+ 0.75% |
$16K - $16.2K
|
91K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
615+ 58.52% |
$14.4K - $14.6K
|
1.67K
$39.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
534+ 6.31% |
$12.5K - $12.7K
|
9K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
422+ 21.0% |
$9.91K - $10K
|
2.43K
$58.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
403+ 3.32% |
$9.46K - $9.58K
|
12.6K
$300K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
397+ 1.09% |
$9.32K - $9.44K
|
36.7K
$877K
|