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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
32.1K+ 52.58% |
$757K - $783K
|
93K
$2.22M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
31.7K+ 35.12% |
$749K - $774K
|
122K
$2.92M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
29.4K+ 36.37% |
$694K - $717K
|
110K
$2.63M
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
28.7K+ 37.78% |
$677K - $700K
|
105K
$2.5M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28.5KNew |
$673K - $695K
|
28.5K
$681K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
27.4K+ 1.44% |
$649K - $670K
|
1.94M
$46.4M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1K+ 33.83% |
$641K - $662K
|
107K
$2.57M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.1K+ 10.15% |
$641K - $662K
|
294K
$7.04M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
26.7K+ 5.03% |
$630K - $651K
|
557K
$13.3M
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
26.1K+ 14.31% |
$616K - $637K
|
208K
$4.98M
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
26.1K+ 4.49% |
$616K - $637K
|
607K
$14.5M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.7K+ 5.49% |
$607K - $628K
|
494K
$11.8M
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
25.2K+ 5.41% |
$595K - $615K
|
490K
$11.7M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25K+ 19.39% |
$592K - $611K
|
154K
$3.69M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.5K+ 5.96% |
$579K - $599K
|
436K
$10.4M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.9K+ 11.4% |
$564K - $583K
|
233K
$5.58M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23.5K+ 18.32% |
$555K - $573K
|
152K
$3.62M
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
22.9K+ 3.8% |
$542K - $560K
|
626K
$15M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.3KNew |
$527K - $544K
|
22.3K
$533K
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
21.9KNew |
$518K - $535K
|
21.9K
$524K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.9K+ 1.04% |
$493K - $510K
|
2.02M
$48.4M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
20.8K+ 5.74% |
$491K - $507K
|
382K
$9.14M
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
20.7K+ 54.02% |
$490K - $506K
|
59.1K
$1.41M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
19.9K+ 8.88% |
$471K - $487K
|
244K
$5.84M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
19.6KNew |
$462K - $478K
|
19.6K
$468K
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
19.4K+ 16.25% |
$459K - $474K
|
139K
$3.32M
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
19.2K+ 62.17% |
$454K - $470K
|
50.2K
$1.2M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
18.4K+ 30.17% |
$436K - $450K
|
79.6K
$1.9M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 1.62% |
$430K - $445K
|
1.14M
$27.3M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
17.1K+ 81.49% |
$403K - $417K
|
38K
$909K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.5K+ 43.96% |
$390K - $403K
|
54.1K
$1.29M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.1K+ 2.34% |
$356K - $368K
|
659K
$15.8M
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14.7K+ 50.98% |
$347K - $359K
|
43.5K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.7K+ 13.12% |
$346K - $358K
|
126K
$3.02M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
14.6K+ 39.88% |
$345K - $357K
|
51.3K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.5K+ 872.03% |
$343K - $355K
|
16.2K
$387K
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
14K+ 43.59% |
$331K - $342K
|
46.1K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.8K+ 2.78% |
$326K - $337K
|
510K
$12.2M
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
13.4K+ 10.54% |
$316K - $327K
|
140K
$3.35M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.2K+ 23.12% |
$312K - $322K
|
70.3K
$1.68M
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
12.4K+ 39.96% |
$293K - $303K
|
43.4K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.9K+ 1.56% |
$280K - $290K
|
773K
$18.5M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$275K - $284K
|
11.6K
$278K
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11.4KNew |
$270K - $279K
|
11.4K
$273K
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.4KNew |
$270K - $279K
|
11.4K
$273K
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
11.4K+ 9.62% |
$269K - $278K
|
130K
$3.1M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11K+ 38.52% |
$259K - $268K
|
39.5K
$944K
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
10.8K+ 42.61% |
$255K - $264K
|
36.2K
$864K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$253K - $262K
|
10.7K
$256K
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10.4K+ 21.36% |
$246K - $254K
|
59K
$1.41M
|