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 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
215+ 1.82% |
$5.08K - $5.25K
|
12K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
196+ 2.03% |
$4.63K - $4.79K
|
9.86K
$236K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
187+ 0.83% |
$4.42K - $4.57K
|
22.7K
$543K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
181+ 0.15% |
$4.28K - $4.42K
|
121K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
167+ 1.1% |
$3.95K - $4.08K
|
15.3K
$366K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
151+ 0.21% |
$3.57K - $3.69K
|
72.7K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
151+ 0.59% |
$3.57K - $3.69K
|
25.6K
$612K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
137+ 0.71% |
$3.24K - $3.35K
|
19.5K
$466K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
129+ 1.11% |
$3.05K - $3.15K
|
11.8K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
112+ 1.24% |
$2.65K - $2.74K
|
9.11K
$218K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
80New |
$1.89K - $1.95K
|
80
$1.91K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
70+ 0.51% |
$1.65K - $1.71K
|
13.7K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
56+ 0.49% |
$1.32K - $1.37K
|
11.5K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
53+ 0.69% |
$1.25K - $1.29K
|
7.7K
$184K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
40+ 1.1% |
$945 - $977
|
3.68K
$88K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
35New |
$827 - $855
|
35
$837
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16+ 1.11% |
$378 - $391
|
1.46K
$35K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.2% |
$213 - $220
|
762
$18.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.12% |
$70.9 - $73.3
|
2.44K
$58.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.9% |
$70.9 - $73.3
|
336
$8.03K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.24% |
$47.3 - $48.8
|
837
$20K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-50- 0.98% |
$1.18K - $1.22K
|
5.06K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-74- 0.86% |
$1.75K - $1.81K
|
8.48K
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-176- 4.45% |
$4.16K - $4.3K
|
3.78K
$90.3K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-233- 1.32% |
$5.51K - $5.69K
|
17.4K
$417K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-313- 3.03% |
$7.4K - $7.64K
|
10K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-371- 0.19% |
$8.77K - $9.06K
|
191K
$4.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-426- 1.59% |
$10.1K - $10.4K
|
26.4K
$631K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-433- 0.47% |
$10.2K - $10.6K
|
92.3K
$2.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-451- 5.19% |
$10.7K - $11K
|
8.24K
$197K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-550- 1.93% |
$13K - $13.4K
|
28K
$669K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-700- 25.93% |
$16.5K - $17.1K
|
2K
$47.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-754- 0.59% |
$17.8K - $18.4K
|
126K
$3.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-777- 0.43% |
$18.4K - $19K
|
181K
$4.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-950- 2.84% |
$22.4K - $23.2K
|
32.5K
$778K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.41K- 2.54% |
$33.4K - $34.5K
|
54.2K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 16.69% |
$40K - $41.3K
|
8.45K
$202K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.73K- 0.47% |
$40.8K - $42.2K
|
369K
$8.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2K- 3.74% |
$47.3K - $48.8K
|
51.5K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.15K- 23.63% |
$50.8K - $52.5K
|
6.95K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-2.17K- 4.75% |
$51.3K - $53.1K
|
43.6K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.35K- 15.76% |
$55.5K - $57.4K
|
12.6K
$300K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.93K- 4.94% |
$69.2K - $71.6K
|
56.3K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.18K- 8.33% |
$75.1K - $77.7K
|
35K
$836K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-3.44K- 6.91% |
$81.3K - $84K
|
46.4K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.67K- 15.44% |
$86.8K - $89.7K
|
20.1K
$481K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.99K- 7.45% |
$94.2K - $97.3K
|
49.5K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.04K- 2.98% |
$119K - $123K
|
164K
$3.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-6.11K- 2.05% |
$144K - $149K
|
292K
$6.98M
|