Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
8.83KNew |
$215K - $220K
|
8.83K
$220K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.82K+ 7.42% |
$215K - $219K
|
128K
$3.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
8.39K+ 34.74% |
$205K - $209K
|
32.5K
$809K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8K+ 4.44% |
$195K - $199K
|
188K
$4.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.6K+ 40.57% |
$185K - $189K
|
26.3K
$655K
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
6.8K+ 14.8% |
$166K - $169K
|
52.7K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
6.18K+ 9.79% |
$151K - $154K
|
69.3K
$1.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.1K+ 33.15% |
$149K - $152K
|
24.5K
$609K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.79K+ 7.81% |
$141K - $144K
|
79.9K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.63K+ 100.04% |
$137K - $140K
|
11.3K
$280K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.63K+ 7.15% |
$137K - $140K
|
84.2K
$2.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.62K+ 7.75% |
$137K - $140K
|
78.1K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.44K+ 5.93% |
$133K - $135K
|
97.1K
$2.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.11K+ 1.52% |
$125K - $127K
|
342K
$8.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.97K+ 40.46% |
$121K - $124K
|
17.2K
$429K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.92K+ 3.14% |
$120K - $122K
|
162K
$4.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.85K+ 2.33% |
$118K - $121K
|
213K
$5.29M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
4.79K+ 37.31% |
$117K - $119K
|
17.6K
$438K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.72K+ 33.75% |
$115K - $117K
|
18.7K
$465K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.61KNew |
$112K - $114K
|
4.61K
$115K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.41K+ 4.92% |
$108K - $110K
|
93.9K
$2.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.21KNew |
$103K - $105K
|
4.21K
$105K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.17K+ 16.08% |
$102K - $104K
|
30.1K
$749K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.03K+ 19.32% |
$98.2K - $100K
|
24.9K
$618K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.89K+ 8.63% |
$95K - $96.8K
|
49K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.89K+ 2.64% |
$95K - $96.8K
|
151K
$3.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
3.89K+ 11.86% |
$94.9K - $96.7K
|
36.7K
$913K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.61K+ 11.15% |
$88.2K - $89.8K
|
36K
$895K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.57K+ 2.85% |
$87.1K - $88.7K
|
129K
$3.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.36K+ 14.71% |
$82.1K - $83.6K
|
26.2K
$652K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.11K+ 5.69% |
$75.8K - $77.2K
|
57.7K
$1.43M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 4.99% |
$70.6K - $71.9K
|
60.9K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.79KNew |
$68.1K - $69.4K
|
2.79K
$69.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.75K+ 6.66% |
$67.1K - $68.4K
|
44.1K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.74K+ 697.46% |
$66.9K - $68.1K
|
3.13K
$77.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.74K+ 6.99% |
$66.7K - $68K
|
41.9K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.69K+ 4.39% |
$65.7K - $66.9K
|
64K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.69KNew |
$65.6K - $66.9K
|
2.69K
$66.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.65K+ 27.14% |
$64.7K - $65.9K
|
12.4K
$309K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.65K+ 13.2% |
$64.6K - $65.8K
|
22.7K
$564K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.34K+ 3.86% |
$57.1K - $58.2K
|
63K
$1.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.32K+ 1.57% |
$56.6K - $57.7K
|
150K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.24K+ 11.46% |
$54.7K - $55.7K
|
21.8K
$542K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
2.07K+ 2.18% |
$50.4K - $51.3K
|
97K
$2.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.05K+ 31.75% |
$50.1K - $51K
|
8.52K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.01K+ 36.56% |
$49.1K - $50.1K
|
7.52K
$187K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.96K+ 0.96% |
$47.8K - $48.8K
|
206K
$5.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.68K+ 7.06% |
$40.9K - $41.7K
|
25.5K
$633K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.67K+ 3.77% |
$40.6K - $41.4K
|
45.9K
$1.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.57K+ 2.89% |
$38.4K - $39.1K
|
56K
$1.39M
|