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 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.62K- 0.65% |
$156K - $162K
|
1.02M
$24.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-8.2K- 4.34% |
$194K - $200K
|
181K
$4.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-8.22K- 17.71% |
$194K - $201K
|
38.2K
$914K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-8.28K- 10.01% |
$196K - $202K
|
74.5K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.08K- 61.96% |
$215K - $222K
|
5.58K
$133K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-10.1K- 5.86% |
$239K - $247K
|
162K
$3.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 15.4% |
$266K - $275K
|
61.9K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.7K- 16.83% |
$301K - $311K
|
62.8K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22K- 28.46% |
$520K - $538K
|
55.3K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-23.2K- 14.5% |
$547K - $565K
|
137K
$3.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-24.6K- 15.1% |
$580K - $600K
|
138K
$3.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-27.7K- 51.01% |
$655K - $677K
|
26.6K
$637K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-35.1K- 26.07% |
$828K - $856K
|
99.4K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-37.8K- 29.71% |
$893K - $922K
|
89.4K
$2.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-38K- 16.08% |
$898K - $928K
|
198K
$4.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-43.4K- 7.97% |
$1.03M - $1.06M
|
501K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-49K- 44.61% |
$1.16M - $1.2M
|
60.9K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51.5K- 57.7% |
$1.22M - $1.26M
|
37.7K
$903K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-130K- 11.85% |
$3.08M - $3.18M
|
969K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.32M- 67.02% |
$78.3M - $81M
|
1.63M
$39M
|