Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24MNew |
$27.6M - $28.2M
|
1.24M
$28.5M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.18M+ 54.6% |
$26.3M - $26.9M
|
3.34M
$76.8M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
577K+ 33.43% |
$12.9M - $13.1M
|
2.3M
$52.9M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
470K+ 1159.87% |
$10.5M - $10.7M
|
510K
$11.7M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
359K+ 2307.58% |
$7.99M - $8.16M
|
374K
$8.59M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
356K+ 943.97% |
$7.94M - $8.11M
|
394K
$9.05M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
342K+ 15.31% |
$7.63M - $7.79M
|
2.58M
$59.2M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
342K+ 15.31% |
$7.63M - $7.79M
|
2.58M
$59.2M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
244K+ 5.76% |
$5.44M - $5.56M
|
4.48M
$103M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
233K+ 1148.19% |
$5.19M - $5.3M
|
253K
$5.82M
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
229K+ 12.2% |
$5.11M - $5.22M
|
2.11M
$48.4M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
185K+ 24.7% |
$4.12M - $4.21M
|
933K
$21.4M
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
184K+ 5.61% |
$4.1M - $4.19M
|
3.47M
$79.6M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
167K+ 9.73% |
$3.72M - $3.8M
|
1.88M
$43.2M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 22.17% |
$3.3M - $3.37M
|
816K
$18.7M
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
138KNew |
$3.08M - $3.15M
|
138K
$3.18M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
131K+ 95.99% |
$2.91M - $2.97M
|
267K
$6.12M
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
129K+ 70.14% |
$2.88M - $2.94M
|
314K
$7.2M
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
128K+ 190.81% |
$2.84M - $2.91M
|
194K
$4.47M
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
124K+ 24.4% |
$2.76M - $2.82M
|
632K
$14.5M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 8.1% |
$2.46M - $2.52M
|
1.48M
$33.9M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 13.28% |
$2.42M - $2.47M
|
925K
$21.2M
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
77.4KNew |
$1.72M - $1.76M
|
77.4K
$1.78M
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
76.5KNew |
$1.7M - $1.74M
|
76.5K
$1.76M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
76.2K+ 7.88% |
$1.7M - $1.74M
|
1.04M
$24M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
75K+ 7.84% |
$1.67M - $1.71M
|
1.03M
$23.7M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
70.4KNew |
$1.57M - $1.6M
|
70.4K
$1.62M
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
66.3K+ 15.18% |
$1.48M - $1.51M
|
503K
$11.6M
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
62.4K+ 35.62% |
$1.39M - $1.42M
|
238K
$5.46M
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
61.2KNew |
$1.36M - $1.39M
|
61.2K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
60.3K+ 597.64% |
$1.34M - $1.37M
|
70.4K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
55.1K+ 6.47% |
$1.23M - $1.26M
|
908K
$20.8M
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
52.2KNew |
$1.16M - $1.19M
|
52.2K
$1.2M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
49.4K+ 72.51% |
$1.1M - $1.13M
|
118K
$2.7M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
48.9KNew |
$1.09M - $1.11M
|
48.9K
$1.12M
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
48.2K+ 18.59% |
$1.07M - $1.1M
|
307K
$7.06M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
48.1K+ 5.01% |
$1.07M - $1.1M
|
1.01M
$23.2M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
41.8K+ 6.01% |
$932K - $952K
|
738K
$16.9M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40.3K+ 27.15% |
$898K - $917K
|
189K
$4.33M
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
37.9KNew |
$845K - $863K
|
37.9K
$870K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.7KNew |
$818K - $836K
|
36.7K
$843K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36K+ 38.94% |
$803K - $820K
|
129K
$2.95M
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
34.5KNew |
$770K - $786K
|
34.5K
$793K
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
32.4K+ 15.02% |
$723K - $738K
|
248K
$5.7M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32.3K+ 20.63% |
$721K - $736K
|
189K
$4.34M
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31K+ 149.16% |
$690K - $705K
|
51.7K
$1.19M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.2K+ 42.84% |
$673K - $688K
|
101K
$2.31M
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
28.6K+ 11.71% |
$639K - $652K
|
273K
$6.28M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.9K+ 90.92% |
$622K - $636K
|
58.6K
$1.35M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.6K+ 263.95% |
$614K - $628K
|
38K
$873K
|