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 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.59K- 7.77% |
$58.5K - $59.7K
|
30.7K
$701K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4K- 39.99% |
$90.3K - $92.3K
|
5.99K
$137K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-7.9K- 24.84% |
$179K - $183K
|
23.9K
$546K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-19.4K- 14.43% |
$438K - $448K
|
115K
$2.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-36.3K- 20.19% |
$821K - $839K
|
144K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-64.2K- 61.32% |
$1.45M - $1.48M
|
40.5K
$925K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-111K- 7.49% |
$2.5M - $2.55M
|
1.37M
$31.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-342K- 13.27% |
$7.74M - $7.9M
|
2.24M
$51M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-349K- 90.23% |
$7.88M - $8.05M
|
37.7K
$861K
|