Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
860K+ 38.01% |
$20.3M - $21M
|
3.12M
$74.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
464K+ 50.37% |
$11M - $11.3M
|
1.39M
$33.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
410KNew |
$9.68M - $10M
|
410K
$9.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
409K+ 1136.3% |
$9.66M - $9.99M
|
445K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
352K+ 2504.42% |
$8.32M - $8.6M
|
366K
$8.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
346K+ 74.69% |
$8.17M - $8.44M
|
809K
$19.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
264K+ 47.95% |
$6.23M - $6.44M
|
814K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
252K+ 12.61% |
$5.95M - $6.15M
|
2.25M
$53.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
238KNew |
$5.63M - $5.82M
|
238K
$5.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
220K+ 16.3% |
$5.19M - $5.37M
|
1.57M
$37.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
205K+ 6.21% |
$4.84M - $5M
|
3.5M
$83.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
197K+ 25.78% |
$4.66M - $4.81M
|
962K
$23M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
157K+ 8.49% |
$3.72M - $3.84M
|
2.01M
$48.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
149K+ 41.66% |
$3.52M - $3.64M
|
506K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
133K+ 8.49% |
$3.14M - $3.24M
|
1.7M
$40.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 3.99% |
$2.99M - $3.08M
|
3.29M
$78.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
111K+ 36.4% |
$2.61M - $2.7M
|
414K
$9.91M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
96.5K+ 247.49% |
$2.28M - $2.36M
|
136K
$3.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
89.4K+ 7.46% |
$2.11M - $2.18M
|
1.29M
$30.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
86.4K+ 338.24% |
$2.04M - $2.11M
|
112K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
83.9K+ 259.68% |
$1.98M - $2.05M
|
116K
$2.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.8K+ 4.79% |
$1.98M - $2.05M
|
1.83M
$43.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.9K+ 1.12% |
$1.91M - $1.98M
|
7.29M
$174M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
73.1K+ 9.1% |
$1.73M - $1.78M
|
876K
$20.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
68.8KNew |
$1.63M - $1.68M
|
68.8K
$1.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
68.8K+ 154.07% |
$1.62M - $1.68M
|
113K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
67.4K+ 16.13% |
$1.59M - $1.65M
|
486K
$11.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.5K+ 9.0% |
$1.57M - $1.62M
|
805K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
65.6K+ 164.6% |
$1.55M - $1.6M
|
105K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61.4K+ 45.39% |
$1.45M - $1.5M
|
197K
$4.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
61.3K+ 15.58% |
$1.45M - $1.5M
|
455K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
60.7K+ 88.6% |
$1.44M - $1.48M
|
129K
$3.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
59.1K+ 19.14% |
$1.4M - $1.44M
|
368K
$8.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
57.5K+ 4.99% |
$1.36M - $1.4M
|
1.21M
$28.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
56.9K+ 94.99% |
$1.34M - $1.39M
|
117K
$2.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
56.7K+ 24.45% |
$1.34M - $1.38M
|
288K
$6.9M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54.3KNew |
$1.28M - $1.33M
|
54.3K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52K+ 54.14% |
$1.23M - $1.27M
|
148K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.7K+ 27.72% |
$1.2M - $1.24M
|
234K
$5.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
50.2K+ 59.17% |
$1.19M - $1.23M
|
135K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.7K+ 2.65% |
$1.18M - $1.21M
|
1.93M
$46.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.4K+ 4.03% |
$1.14M - $1.18M
|
1.25M
$29.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
42K+ 115.44% |
$993K - $1.03M
|
78.4K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
41K+ 61.39% |
$968K - $1M
|
108K
$2.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.9K+ 6.66% |
$966K - $998K
|
654K
$15.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
39.3K+ 26.96% |
$929K - $960K
|
185K
$4.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
36.6K+ 11.8% |
$864K - $893K
|
346K
$8.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
36.4K+ 3.59% |
$860K - $889K
|
1.05M
$25.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
34K+ 13.59% |
$804K - $831K
|
285K
$6.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
32.5K+ 106.71% |
$769K - $795K
|
63K
$1.51M
|