Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.1KNew |
$228K - $233K
|
10.1K
$230K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
9.62KNew |
$217K - $222K
|
9.62K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.32KNew |
$211K - $215K
|
9.32K
$213K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.75K+ 9.94% |
$198K - $202K
|
96.8K
$2.21M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
8.22K+ 4.16% |
$186K - $190K
|
206K
$4.7M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.83K+ 39.05% |
$154K - $158K
|
24.3K
$555K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
6.57K+ 6.21% |
$149K - $152K
|
112K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.53K+ 47.5% |
$148K - $151K
|
20.3K
$463K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.34K+ 21.68% |
$143K - $147K
|
35.6K
$812K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
6.22K+ 57.65% |
$141K - $144K
|
17K
$388K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
4.87K+ 38.62% |
$110K - $113K
|
17.5K
$399K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.81K+ 9.78% |
$109K - $111K
|
54K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.36K+ 2.6% |
$98.5K - $101K
|
172K
$3.92M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.75K+ 12.91% |
$84.8K - $86.7K
|
32.8K
$749K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.75K+ 13.05% |
$84.7K - $86.6K
|
32.5K
$741K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
3.73K+ 28.83% |
$84.3K - $86.2K
|
16.7K
$380K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
3.5K+ 14.68% |
$79.1K - $80.9K
|
27.3K
$624K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.38K+ 54.42% |
$76.4K - $78.1K
|
9.59K
$219K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.05K+ 122.77% |
$69K - $70.5K
|
5.54K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.03K+ 13.51% |
$68.4K - $69.9K
|
25.4K
$580K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.5K+ 14.05% |
$56.5K - $57.7K
|
20.3K
$463K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.45K+ 2.26% |
$55.3K - $56.5K
|
111K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.31K+ 10.29% |
$52.1K - $53.3K
|
24.7K
$564K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
2.18KNew |
$49.3K - $50.4K
|
2.18K
$49.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.5K+ 9.54% |
$33.9K - $34.7K
|
17.2K
$393K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.35K+ 20.21% |
$30.5K - $31.2K
|
8.03K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.24K+ 2488.0% |
$28.1K - $28.7K
|
1.29K
$29.5K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.04KNew |
$23.5K - $24K
|
1.04K
$23.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$22.6K - $23.1K
|
1K
$22.8K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
962+ 9.38% |
$21.8K - $22.2K
|
11.2K
$256K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
748+ 0.81% |
$16.9K - $17.3K
|
93.2K
$2.13M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
670+ 1.97% |
$15.1K - $15.5K
|
34.7K
$792K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
654+ 13.09% |
$14.8K - $15.1K
|
5.65K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
428New |
$9.68K - $9.89K
|
428
$9.77K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
397+ 2.42% |
$8.98K - $9.17K
|
16.8K
$383K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
264+ 21.96% |
$5.97K - $6.1K
|
1.47K
$33.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
65+ 0.38% |
$1.47K - $1.5K
|
17.2K
$392K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60New |
$1.36K - $1.39K
|
60
$1.37K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 0.75% |
$724 - $739
|
4.28K
$97.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.76% |
$136 - $139
|
796
$18.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-234- 0.47% |
$5.29K - $5.41K
|
50K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-313- 0.11% |
$7.08K - $7.23K
|
278K
$6.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-343- 1.02% |
$7.76K - $7.92K
|
33.2K
$757K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-441- 0.77% |
$9.97K - $10.2K
|
56.9K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-457- 0.32% |
$10.3K - $10.6K
|
145K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-599- 2.43% |
$13.5K - $13.8K
|
24K
$548K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-657- 1.56% |
$14.9K - $15.2K
|
41.6K
$949K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-891- 2.11% |
$20.1K - $20.6K
|
41.3K
$942K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.51K- 9.54% |
$56.8K - $58K
|
23.8K
$543K
|