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 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
10.1K+ 13.98% |
$238K - $246K
|
82K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.5K+ 8.55% |
$225K - $232K
|
121K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9.29KNew |
$219K - $227K
|
9.29K
$222K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9.15KNew |
$216K - $223K
|
9.15K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.12KNew |
$216K - $223K
|
9.12K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9.08K+ 1.68% |
$215K - $222K
|
549K
$13.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
8.89K+ 51.37% |
$210K - $217K
|
26.2K
$626K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.76K+ 1.6% |
$207K - $214K
|
558K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.72KNew |
$206K - $213K
|
8.72K
$209K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.69K+ 7.4% |
$205K - $212K
|
126K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
8.58K+ 11.93% |
$203K - $209K
|
80.5K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
8.38KNew |
$198K - $205K
|
8.38K
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.28K+ 6.52% |
$196K - $202K
|
135K
$3.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.18K+ 97.85% |
$193K - $200K
|
16.5K
$395K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.06K+ 7.33% |
$191K - $197K
|
118K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
7.93K+ 4.58% |
$187K - $194K
|
181K
$4.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.76K+ 796.92% |
$183K - $190K
|
8.74K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.43K+ 5.48% |
$175K - $181K
|
143K
$3.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.16K+ 21.99% |
$169K - $175K
|
39.7K
$949K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.99K+ 7.68% |
$165K - $171K
|
98K
$2.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.93K+ 13.51% |
$164K - $169K
|
58.2K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.89K+ 4.32% |
$163K - $168K
|
166K
$3.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.85K+ 12.23% |
$162K - $167K
|
62.9K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.7K+ 30.87% |
$158K - $164K
|
28.4K
$679K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.65K+ 17.58% |
$157K - $162K
|
44.5K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.6K+ 20.54% |
$156K - $161K
|
38.7K
$926K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.47K+ 6.5% |
$153K - $158K
|
106K
$2.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.24K+ 13.15% |
$147K - $152K
|
53.7K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.9K+ 15.36% |
$139K - $144K
|
44.3K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.77K+ 12.06% |
$136K - $141K
|
53.6K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
5.65K+ 16.6% |
$133K - $138K
|
39.7K
$948K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.64K+ 13.16% |
$133K - $138K
|
48.5K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.6K+ 4.43% |
$132K - $137K
|
132K
$3.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
5.43K+ 1.72% |
$128K - $133K
|
321K
$7.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.28K+ 2.28% |
$125K - $129K
|
237K
$5.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.28K+ 3.23% |
$125K - $129K
|
169K
$4.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.75K+ 54.11% |
$112K - $116K
|
13.5K
$324K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.47K+ 30.34% |
$106K - $109K
|
19.2K
$460K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4.47K+ 9.51% |
$106K - $109K
|
51.4K
$1.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.21K+ 8.07% |
$99.5K - $103K
|
56.4K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.14K+ 131.22% |
$97.8K - $101K
|
7.3K
$174K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.75K+ 2500.0% |
$88.6K - $91.6K
|
3.9K
$93.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
3.71K+ 13.27% |
$87.5K - $90.5K
|
31.6K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.7K+ 28.46% |
$87.4K - $90.4K
|
16.7K
$399K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.65K+ 9.48% |
$86.2K - $89.1K
|
42.1K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3.4K+ 12.23% |
$80.3K - $83K
|
31.2K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
3.33K+ 9.42% |
$78.6K - $81.2K
|
38.7K
$924K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.3K+ 4.68% |
$77.9K - $80.5K
|
73.7K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.15K+ 25.08% |
$74.4K - $76.9K
|
15.7K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.09K+ 4.19% |
$73.1K - $75.5K
|
76.9K
$1.84M
|