Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
989K+ 1726.69% |
$24.4M - $24.9M
|
1.05M
$26M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
693KNew |
$17.1M - $17.4M
|
693K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
604K+ 10.25% |
$14.9M - $15.2M
|
6.49M
$162M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
426K+ 34.07% |
$10.5M - $10.7M
|
1.68M
$41.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
389K+ 57.92% |
$9.6M - $9.78M
|
1.06M
$26.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
305K+ 22.3% |
$7.54M - $7.67M
|
1.67M
$41.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
268K+ 23.81% |
$6.62M - $6.75M
|
1.4M
$34.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
260K+ 12.08% |
$6.41M - $6.53M
|
2.41M
$60M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
260K+ 12.08% |
$6.41M - $6.53M
|
2.41M
$60M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
249K+ 33.82% |
$6.15M - $6.26M
|
986K
$24.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
215K+ 16.53% |
$5.3M - $5.39M
|
1.51M
$37.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
213K+ 21.39% |
$5.25M - $5.35M
|
1.21M
$30M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
208KNew |
$5.13M - $5.22M
|
208K
$5.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
205K+ 10.29% |
$5.05M - $5.14M
|
2.19M
$54.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
201K+ 9.72% |
$4.97M - $5.07M
|
2.27M
$56.6M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
143KNew |
$3.54M - $3.6M
|
143K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
139KNew |
$3.43M - $3.49M
|
139K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
115K+ 52.67% |
$2.84M - $2.9M
|
334K
$8.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
104K+ 24.68% |
$2.57M - $2.62M
|
526K
$13.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
102KNew |
$2.51M - $2.56M
|
102K
$2.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
101K+ 8.58% |
$2.5M - $2.54M
|
1.28M
$31.9M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
99.1K+ 225.76% |
$2.45M - $2.49M
|
143K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.6K+ 10.34% |
$2.34M - $2.38M
|
1.01M
$25.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
89.7K+ 47.27% |
$2.21M - $2.25M
|
279K
$6.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
86.3K+ 20.73% |
$2.13M - $2.17M
|
503K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
81.2K+ 65.92% |
$2M - $2.04M
|
204K
$5.08M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
80.4K+ 82.23% |
$1.99M - $2.02M
|
178K
$4.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
78.6KNew |
$1.94M - $1.98M
|
78.6K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
75.9K+ 67.12% |
$1.87M - $1.91M
|
189K
$4.7M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
75.7K+ 53.95% |
$1.87M - $1.9M
|
216K
$5.38M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
74.1K+ 46.58% |
$1.83M - $1.86M
|
233K
$5.81M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
73K+ 27.68% |
$1.8M - $1.83M
|
337K
$8.38M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.6K+ 44.55% |
$1.64M - $1.67M
|
216K
$5.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
63.8K+ 7.71% |
$1.58M - $1.6M
|
891K
$22.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
62.9K+ 350.2% |
$1.55M - $1.58M
|
80.9K
$2.01M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59.1K+ 6.92% |
$1.46M - $1.48M
|
913K
$22.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57.2K+ 325.06% |
$1.41M - $1.44M
|
74.7K
$1.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
52.5K+ 20.55% |
$1.3M - $1.32M
|
308K
$7.66M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
51K+ 108.04% |
$1.26M - $1.28M
|
98.3K
$2.45M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
49.6K+ 81.78% |
$1.22M - $1.25M
|
110K
$2.74M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.7K+ 3.25% |
$1.18M - $1.2M
|
1.51M
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
47.5K+ 43.84% |
$1.17M - $1.19M
|
156K
$3.88M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
45.2K+ 56.49% |
$1.12M - $1.14M
|
125K
$3.12M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
43.6K+ 11.73% |
$1.08M - $1.1M
|
415K
$10.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
42.8KNew |
$1.06M - $1.08M
|
42.8K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
41.8K+ 68.87% |
$1.03M - $1.05M
|
102K
$2.55M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
39.6K+ 35.03% |
$976K - $994K
|
152K
$3.79M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
39.1KNew |
$966K - $984K
|
39.1K
$974K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
39K+ 5.26% |
$963K - $981K
|
780K
$19.4M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
38.3K+ 38.0% |
$944K - $962K
|
139K
$3.46M
|