Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-96- 0.92% |
$2.36K - $2.46K
|
10.3K
$256K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-116- 0.03% |
$2.86K - $2.97K
|
342K
$8.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-117- 0.45% |
$2.88K - $2.99K
|
26.1K
$649K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-240- 0.6% |
$5.91K - $6.14K
|
39.9K
$992K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-515- 1.34% |
$12.7K - $13.2K
|
37.9K
$943K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-700- 25.93% |
$17.2K - $17.9K
|
2K
$49.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-777- 0.57% |
$19.1K - $19.9K
|
137K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-873- 8.18% |
$21.5K - $22.3K
|
9.8K
$244K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-988- 9.04% |
$24.3K - $25.3K
|
9.95K
$247K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 1.91% |
$28.7K - $29.8K
|
59.7K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.25K- 5.91% |
$30.8K - $32K
|
19.9K
$494K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.29K- 2.19% |
$31.7K - $32.9K
|
57.5K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.38K- 2.46% |
$34K - $35.3K
|
54.7K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-1.62K- 3.45% |
$39.8K - $41.4K
|
45.3K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.8K- 13.62% |
$44.3K - $46.1K
|
11.4K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.85K- 10.83% |
$45.6K - $47.4K
|
15.3K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.05K- 36.87% |
$50.5K - $52.5K
|
3.51K
$87.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.28K- 2.85% |
$56K - $58.2K
|
77.6K
$1.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.65K- 6.73% |
$65.2K - $67.8K
|
36.7K
$913K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3K- 1.98% |
$73.9K - $76.8K
|
148K
$3.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.19K- 1.2% |
$78.4K - $81.5K
|
263K
$6.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.54K- 6.42% |
$112K - $116K
|
66.2K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.19K- 16.86% |
$152K - $158K
|
30.5K
$759K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.7K- 28.28% |
$165K - $171K
|
17K
$422K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.95K- 4.39% |
$196K - $204K
|
173K
$4.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 79.58% |
$259K - $269K
|
2.7K
$67.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-12.7K- 7.42% |
$313K - $325K
|
159K
$3.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 2.94% |
$459K - $477K
|
615K
$15.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-21.9K- 27.06% |
$539K - $561K
|
59.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.7K- 33.18% |
$607K - $631K
|
49.7K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-25.5K- 16.27% |
$627K - $652K
|
131K
$3.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-31.8K- 15.54% |
$782K - $813K
|
173K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-56.9K- 99.85% |
$1.4M - $1.46M
|
88
$2.19K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-76.3K- 12.78% |
$1.88M - $1.95M
|
521K
$13M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-76.9K- 32.31% |
$1.89M - $1.97M
|
161K
$4.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-79.9K- 43.06% |
$1.97M - $2.04M
|
106K
$2.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-126K- 12.0% |
$3.1M - $3.22M
|
922K
$22.9M
|