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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.47K+ 11.04% |
$35.9K - $36.6K
|
14.8K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.47K+ 1.55% |
$35.8K - $36.5K
|
96.4K
$2.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
1.47K+ 8.05% |
$35.8K - $36.4K
|
19.7K
$490K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.37K+ 9.37% |
$33.4K - $34K
|
16K
$397K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.35K+ 8.13% |
$33K - $33.6K
|
18K
$448K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.24K+ 0.8% |
$30.2K - $30.8K
|
157K
$3.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21KNew |
$29.5K - $30K
|
1.21K
$30K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.2K+ 4.58% |
$29.2K - $29.7K
|
27.3K
$680K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.2K+ 4.58% |
$29.2K - $29.7K
|
27.3K
$680K
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.14K+ 2.05% |
$27.8K - $28.3K
|
56.6K
$1.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$24.4K - $24.9K
|
1K
$24.9K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1K+ 5.28% |
$24.4K - $24.9K
|
19.9K
$496K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
857+ 4.19% |
$20.9K - $21.3K
|
21.3K
$530K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
815New |
$19.9K - $20.3K
|
815
$20.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
809+ 50.53% |
$19.7K - $20.1K
|
2.41K
$59.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
737+ 184.25% |
$18K - $18.3K
|
1.14K
$28.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
650New |
$15.9K - $16.2K
|
650
$16.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
500+ 4.88% |
$12.2K - $12.4K
|
10.7K
$267K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
410+ 1.18% |
$10K - $10.2K
|
35.1K
$874K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
410New |
$10K - $10.2K
|
410
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
375+ 2.44% |
$9.15K - $9.32K
|
15.7K
$392K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
359+ 3.39% |
$8.76K - $8.92K
|
10.9K
$272K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
318+ 1.01% |
$7.76K - $7.91K
|
31.9K
$794K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
303+ 0.33% |
$7.39K - $7.53K
|
90.9K
$2.26M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
302New |
$7.37K - $7.51K
|
302
$7.51K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
169+ 1.18% |
$4.12K - $4.2K
|
14.5K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
150New |
$3.66K - $3.73K
|
150
$3.73K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
135+ 1.17% |
$3.29K - $3.36K
|
11.6K
$289K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
118+ 1.17% |
$2.88K - $2.93K
|
10.2K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
73+ 0.09% |
$1.78K - $1.81K
|
81K
$2.01M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
52+ 0.19% |
$1.27K - $1.29K
|
27K
$672K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
49+ 0.47% |
$1.2K - $1.22K
|
10.6K
$263K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46+ 1.62% |
$1.12K - $1.14K
|
2.89K
$71.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
44+ 0.44% |
$1.07K - $1.09K
|
10.1K
$252K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
28+ 0.53% |
$683 - $696
|
5.29K
$132K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
26+ 1.16% |
$634 - $646
|
2.26K
$56.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.1% |
$195 - $199
|
734
$18.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.06% |
$73.2 - $74.6
|
5.38K
$134K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.08% |
$24.4 - $24.9
|
1.19K
$29.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-26- 1.14% |
$634 - $646
|
2.25K
$56K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-106- 0.52% |
$2.59K - $2.64K
|
20.4K
$506K
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-184- 10.2% |
$4.49K - $4.57K
|
1.62K
$40.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-234- 0.4% |
$5.71K - $5.82K
|
58.8K
$1.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-275- 0.22% |
$6.71K - $6.84K
|
127K
$3.15M
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-291- 0.12% |
$7.1K - $7.23K
|
236K
$5.87M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-300- 2.22% |
$7.32K - $7.46K
|
13.2K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-349- 46.35% |
$8.52K - $8.68K
|
404
$10K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-350- 0.96% |
$8.54K - $8.7K
|
36.3K
$902K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-484- 0.31% |
$11.8K - $12K
|
155K
$3.84M
|