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 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
397+ 1.09% |
$9.32K - $9.44K
|
36.7K
$877K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
338+ 0.93% |
$7.94K - $8.03K
|
36.8K
$880K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
315New |
$7.4K - $7.49K
|
315
$7.53K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300New |
$7.04K - $7.13K
|
300
$7.17K
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
279+ 0.2% |
$6.55K - $6.63K
|
141K
$3.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
254+ 1.76% |
$5.96K - $6.04K
|
14.7K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
238+ 0.74% |
$5.59K - $5.66K
|
32.6K
$778K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
218+ 2.54% |
$5.12K - $5.18K
|
8.79K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
164+ 1.1% |
$3.85K - $3.9K
|
15.1K
$362K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
159+ 1.09% |
$3.73K - $3.78K
|
14.7K
$353K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
150New |
$3.52K - $3.57K
|
150
$3.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
125+ 14.72% |
$2.94K - $2.97K
|
974
$23.3K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
101+ 3.4% |
$2.37K - $2.4K
|
3.07K
$73.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
97+ 0.84% |
$2.28K - $2.31K
|
11.7K
$279K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
82+ 0.4% |
$1.93K - $1.95K
|
20.8K
$498K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
81+ 0.74% |
$1.9K - $1.93K
|
11K
$264K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
74+ 0.19% |
$1.74K - $1.76K
|
38.3K
$917K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
50+ 0.99% |
$1.17K - $1.19K
|
5.11K
$122K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
39+ 1.08% |
$916 - $927
|
3.64K
$87.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16+ 1.12% |
$376 - $380
|
1.45K
$34.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.07% |
$188 - $190
|
753
$18K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$70.4 - $71.3
|
5.6K
$134K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.79% |
$47 - $47.5
|
114
$2.73K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.24% |
$47 - $47.5
|
835
$20K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-5- 0.01% |
$117 - $119
|
59.3K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-48- 1.2% |
$1.13K - $1.14K
|
3.95K
$94.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-94- 0.07% |
$2.21K - $2.23K
|
134K
$3.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-196- 0.93% |
$4.6K - $4.66K
|
20.9K
$501K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-236- 0.32% |
$5.54K - $5.61K
|
73.2K
$1.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-275- 0.22% |
$6.46K - $6.54K
|
127K
$3.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-292- 0.75% |
$6.86K - $6.94K
|
38.5K
$920K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-465- 52.19% |
$10.9K - $11.1K
|
426
$10.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-517- 3.35% |
$12.1K - $12.3K
|
14.9K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-596- 3.26% |
$14K - $14.2K
|
17.7K
$423K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-616- 1.52% |
$14.5K - $14.6K
|
39.9K
$953K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-631- 0.78% |
$14.8K - $15K
|
80.2K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-646- 92.82% |
$15.2K - $15.4K
|
50
$1.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-700- 1.17% |
$16.4K - $16.6K
|
59.3K
$1.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-732- 2.11% |
$17.2K - $17.4K
|
34K
$813K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-750- 2.19% |
$17.6K - $17.8K
|
33.5K
$800K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-850- 3.62% |
$20K - $20.2K
|
22.6K
$541K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-996- 0.8% |
$23.4K - $23.7K
|
123K
$2.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.03K- 0.8% |
$24.2K - $24.5K
|
127K
$3.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.09K- 76.6% |
$25.6K - $25.9K
|
333
$7.96K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.19K- 89.23% |
$28K - $28.4K
|
144
$3.44K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.22K- 1.09% |
$28.7K - $29.1K
|
111K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.43K- 1.27% |
$33.6K - $34K
|
112K
$2.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.44K- 2.58% |
$33.8K - $34.2K
|
54.4K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.45K- 0.79% |
$34K - $34.4K
|
182K
$4.35M
|