Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBDX) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
14.9K+ 170.92% |
$364K - $375K
|
23.6K
$579K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 92.0% |
$338K - $348K
|
28.8K
$708K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3KNew |
$302K - $310K
|
12.3K
$303K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12.3K+ 54.52% |
$301K - $310K
|
34.9K
$857K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
12.2KNew |
$298K - $307K
|
12.2K
$299K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11KNew |
$269K - $277K
|
11K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$257K - $265K
|
10.5K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
10.2K+ 7.05% |
$250K - $257K
|
155K
$3.81M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.6K+ 6.51% |
$235K - $242K
|
157K
$3.86M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.42K+ 90.85% |
$231K - $237K
|
19.8K
$486K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.93K+ 28.58% |
$219K - $225K
|
40.2K
$987K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.69KNew |
$213K - $219K
|
8.69K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.44K+ 185.67% |
$207K - $213K
|
13K
$319K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.09KNew |
$198K - $204K
|
8.09K
$199K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.05K+ 23.01% |
$173K - $178K
|
37.7K
$927K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.6K+ 5.14% |
$162K - $166K
|
135K
$3.31M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.28K+ 58.13% |
$154K - $158K
|
17.1K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
5.92K+ 64.71% |
$145K - $149K
|
15.1K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.26K+ 30.54% |
$104K - $107K
|
18.2K
$447K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.05KNew |
$99.3K - $102K
|
4.05K
$99.6K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.91KNew |
$95.7K - $98.4K
|
3.91K
$96K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.59K+ 4.04% |
$87.9K - $90.4K
|
92.4K
$2.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.17K+ 23.6% |
$77.6K - $79.8K
|
16.6K
$408K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.63K+ 99.81% |
$64.4K - $66.3K
|
5.27K
$129K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.03K+ 4.95% |
$49.8K - $51.2K
|
43K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.93K+ 7.81% |
$47.2K - $48.6K
|
26.6K
$654K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.43K+ 17.39% |
$35K - $36K
|
9.65K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.14K+ 2429.79% |
$28K - $28.8K
|
1.19K
$29.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
662+ 14.53% |
$16.2K - $16.7K
|
5.22K
$128K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
610+ 2.6% |
$14.9K - $15.4K
|
24.1K
$592K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
557+ 4.64% |
$13.6K - $14K
|
12.6K
$309K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
506+ 2.87% |
$12.4K - $12.8K
|
18.1K
$446K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
393+ 0.62% |
$9.63K - $9.9K
|
63.4K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
61+ 0.45% |
$1.49K - $1.54K
|
13.6K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25New |
$613 - $630
|
25
$615
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.34% |
$319 - $328
|
3.85K
$94.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-536- 60.84% |
$13.1K - $13.5K
|
345
$8.48K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-591- 32.82% |
$14.5K - $14.9K
|
1.21K
$29.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-756- 0.92% |
$18.5K - $19.1K
|
81.7K
$2.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.53K- 0.89% |
$37.6K - $38.6K
|
171K
$4.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.73K- 6.56% |
$42.4K - $43.6K
|
24.7K
$606K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-3.76K- 1.49% |
$92.2K - $94.8K
|
249K
$6.13M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-5.53K- 35.78% |
$136K - $139K
|
9.93K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-7.2K- 15.04% |
$176K - $181K
|
40.7K
$999K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-21.4K- 19.35% |
$524K - $539K
|
89.2K
$2.19M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31K- 7.1% |
$761K - $782K
|
406K
$9.98M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-276K- 90.44% |
$6.77M - $6.96M
|
29.2K
$718K
|