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
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.73K+ 13.12% |
$64.6K - $66.8K
|
23.6K
$564K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.71K+ 5.37% |
$64K - $66.1K
|
53.1K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.69K+ 2.41% |
$63.5K - $65.7K
|
114K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.57K+ 1.41% |
$60.7K - $62.7K
|
185K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.5KNew |
$59.1K - $61.1K
|
2.5K
$59.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.49KNew |
$58.9K - $60.9K
|
2.49K
$59.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.39K+ 19.75% |
$56.4K - $58.2K
|
14.5K
$346K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.3K+ 1.13% |
$54.3K - $56.1K
|
205K
$4.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.28K+ 13.18% |
$53.8K - $55.6K
|
19.6K
$468K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.14K+ 0.84% |
$50.6K - $52.3K
|
258K
$6.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.12K+ 3.87% |
$50.1K - $51.8K
|
56.9K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.08K+ 10.43% |
$49.1K - $50.7K
|
22K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.02K+ 3.35% |
$47.8K - $49.4K
|
62.4K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2K+ 3.37% |
$47.3K - $48.8K
|
61.3K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.92K+ 6.21% |
$45.4K - $46.9K
|
32.9K
$786K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.89KNew |
$44.7K - $46.2K
|
1.89K
$45.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.84K+ 4.78% |
$43.6K - $45K
|
40.4K
$966K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.79K+ 0.88% |
$42.4K - $43.8K
|
205K
$4.89M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.77K+ 1.75% |
$41.8K - $43.2K
|
103K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.73K+ 18.15% |
$41K - $42.3K
|
11.3K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.72K+ 4.21% |
$40.7K - $42.1K
|
42.7K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.66K+ 7.34% |
$39.2K - $40.6K
|
24.3K
$581K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.58K+ 2.59% |
$37.3K - $38.6K
|
62.5K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.45K+ 7.8% |
$34.2K - $35.4K
|
20K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.36K+ 3.88% |
$32.1K - $33.2K
|
36.3K
$869K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.35K+ 5.5% |
$31.9K - $33K
|
25.9K
$619K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.34K+ 3.21% |
$31.6K - $32.6K
|
42.9K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.33K+ 1.08% |
$31.3K - $32.4K
|
125K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.11K+ 2220.0% |
$26.2K - $27.1K
|
1.16K
$27.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.09K+ 0.36% |
$25.8K - $26.6K
|
308K
$7.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.03K+ 10.27% |
$24.2K - $25K
|
11K
$263K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.02K+ 1.11% |
$24.1K - $24.9K
|
92.5K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.02KNew |
$24K - $24.8K
|
1.02K
$24.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
998+ 0.45% |
$23.6K - $24.4K
|
223K
$5.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
986New |
$23.3K - $24.1K
|
986
$23.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
900+ 4.58% |
$21.3K - $22K
|
20.5K
$491K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
828+ 14.79% |
$19.6K - $20.2K
|
6.43K
$154K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
746+ 5.46% |
$17.6K - $18.2K
|
14.4K
$344K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
640New |
$15.1K - $15.6K
|
640
$15.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
502+ 117.84% |
$11.9K - $12.3K
|
928
$22.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
494+ 0.67% |
$11.7K - $12.1K
|
74.1K
$1.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
457+ 0.32% |
$10.8K - $11.2K
|
142K
$3.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
412New |
$9.74K - $10.1K
|
412
$9.85K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
396+ 0.29% |
$9.36K - $9.67K
|
137K
$3.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
346+ 0.94% |
$8.18K - $8.45K
|
37.1K
$888K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
344+ 0.39% |
$8.13K - $8.4K
|
88.8K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
293+ 1.26% |
$6.92K - $7.16K
|
23.5K
$563K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
275+ 1.27% |
$6.5K - $6.72K
|
21.9K
$524K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
246+ 0.64% |
$5.81K - $6.01K
|
38.6K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
230+ 1.11% |
$5.43K - $5.62K
|
21K
$502K
|