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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
26K+ 36.2% |
$579K - $592K
|
97.8K
$2.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
25.9K+ 5.08% |
$578K - $590K
|
536K
$12.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.8K+ 13.98% |
$575K - $588K
|
210K
$4.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
25.7K+ 25.7% |
$572K - $585K
|
126K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.9K+ 14.49% |
$532K - $543K
|
189K
$4.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
22.5K+ 33.82% |
$501K - $512K
|
88.9K
$2.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.3K+ 39.35% |
$474K - $484K
|
75.3K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
20.7KNew |
$461K - $471K
|
20.7K
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.8KNew |
$442K - $452K
|
19.8K
$453K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
19.6K+ 14.53% |
$436K - $445K
|
154K
$3.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.6K+ 74.87% |
$414K - $423K
|
43.4K
$991K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.4K+ 135.45% |
$411K - $420K
|
32K
$731K
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
17.9KNew |
$398K - $406K
|
17.9K
$407K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
17.6KNew |
$393K - $401K
|
17.6K
$402K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.2K+ 60.37% |
$382K - $391K
|
45.6K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
16.9K+ 3.85% |
$378K - $386K
|
457K
$10.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.3K+ 15.05% |
$364K - $372K
|
125K
$2.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
16.1K+ 14.32% |
$359K - $367K
|
128K
$2.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
16K+ 1761.17% |
$357K - $365K
|
16.9K
$386K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.1K+ 66.52% |
$337K - $344K
|
37.8K
$863K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
14.9K+ 24.89% |
$332K - $339K
|
74.7K
$1.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
14.7K+ 5.31% |
$329K - $336K
|
292K
$6.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.7K+ 11.42% |
$327K - $335K
|
143K
$3.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
14.2KNew |
$317K - $324K
|
14.2K
$325K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
13.8K+ 7.91% |
$307K - $313K
|
188K
$4.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
13.6KNew |
$303K - $310K
|
13.6K
$310K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
13.5K+ 31.87% |
$300K - $307K
|
55.8K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.2K+ 4.57% |
$293K - $299K
|
301K
$6.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
12.9K+ 2.24% |
$288K - $295K
|
590K
$13.5M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
12.9K+ 66.61% |
$287K - $293K
|
32.2K
$734K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.6KNew |
$282K - $288K
|
12.6K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.2K+ 2.44% |
$272K - $278K
|
513K
$11.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
12.1K+ 12.44% |
$270K - $276K
|
110K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 17.86% |
$262K - $268K
|
77.6K
$1.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
11.5K+ 56.03% |
$256K - $261K
|
32K
$729K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
11.2K+ 56.09% |
$251K - $256K
|
31.3K
$714K
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
10.9K+ 7.48% |
$244K - $249K
|
157K
$3.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
10.8K+ 105.71% |
$242K - $247K
|
21.1K
$481K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
10.5KNew |
$234K - $239K
|
10.5K
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
10.5K+ 50.99% |
$233K - $238K
|
30.9K
$706K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
10.2KNew |
$228K - $233K
|
10.2K
$234K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
10.1K+ 4.92% |
$226K - $231K
|
216K
$4.93M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
10K+ 6.86% |
$224K - $229K
|
156K
$3.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
9.97K+ 12.46% |
$222K - $227K
|
90K
$2.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
9.68KNew |
$216K - $220K
|
9.68K
$221K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
9.5K+ 3.72% |
$212K - $216K
|
265K
$6.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.28K+ 8.07% |
$207K - $211K
|
124K
$2.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
8.66K+ 26.68% |
$193K - $197K
|
41.1K
$939K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.58K+ 35.87% |
$191K - $195K
|
32.5K
$742K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.45K+ 17.48% |
$188K - $192K
|
56.7K
$1.29M
|