Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBMM) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2024 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
720New |
$18.6K - $18.7K
|
720
$18.8K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
553+ 3.83% |
$14.3K - $14.4K
|
15K
$391K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
398+ 1.01% |
$10.3K - $10.3K
|
39.7K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
285+ 10.68% |
$7.38K - $7.4K
|
2.95K
$77.1K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
200+ 1.04% |
$5.18K - $5.2K
|
19.5K
$509K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
197+ 0.14% |
$5.1K - $5.12K
|
140K
$3.65M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
173+ 1.06% |
$4.48K - $4.49K
|
16.6K
$432K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
146+ 0.1% |
$3.78K - $3.79K
|
150K
$3.92M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
61+ 0.67% |
$1.58K - $1.58K
|
9.21K
$240K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53+ 0.06% |
$1.37K - $1.38K
|
92.9K
$2.42M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
39+ 0.3% |
$1.01K - $1.01K
|
13K
$340K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
24+ 0.06% |
$622 - $624
|
37.1K
$969K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23+ 0.05% |
$596 - $598
|
43.1K
$1.12M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.57% |
$51.8 - $52
|
355
$9.26K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-90- 0.03% |
$2.33K - $2.34K
|
331K
$8.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-126- 1.29% |
$3.26K - $3.27K
|
9.62K
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-128- 0.48% |
$3.32K - $3.33K
|
26.4K
$688K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-176- 0.03% |
$4.56K - $4.57K
|
515K
$13.4M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-288- 1.67% |
$7.46K - $7.48K
|
17K
$443K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-333- 3.82% |
$8.62K - $8.65K
|
8.38K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-410- 0.38% |
$10.6K - $10.7K
|
107K
$2.78M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-437- 1.24% |
$11.3K - $11.4K
|
34.8K
$909K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-483- 1.45% |
$12.5K - $12.5K
|
32.8K
$857K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-811- 62.63% |
$21K - $21.1K
|
484
$12.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.05K- 2.26% |
$27.2K - $27.3K
|
45.4K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.06K- 10.29% |
$27.5K - $27.6K
|
9.27K
$242K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.16K- 3.25% |
$30.1K - $30.2K
|
34.6K
$904K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.95K- 5.74% |
$50.5K - $50.7K
|
32K
$836K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.25K- 4.93% |
$58.1K - $58.3K
|
43.2K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.33K- 21.74% |
$60.4K - $60.6K
|
8.4K
$219K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.35K- 8.65% |
$60.9K - $61.1K
|
24.8K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.79K- 18.39% |
$72.3K - $72.5K
|
12.4K
$323K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-3.03K- 18.94% |
$78.5K - $78.7K
|
13K
$338K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.11K- 28.55% |
$80.6K - $80.8K
|
7.79K
$203K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.25K- 27.82% |
$84K - $84.3K
|
8.42K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.34K- 23.11% |
$86.5K - $86.8K
|
11.1K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.79K- 7.2% |
$98.3K - $98.6K
|
48.9K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.28K- 26.7% |
$111K - $111K
|
11.8K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4.99K- 13.56% |
$129K - $130K
|
31.8K
$830K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-5.17K- 18.21% |
$134K - $134K
|
23.2K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.41K- 6.65% |
$140K - $141K
|
76K
$1.98M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.52K- 20.06% |
$143K - $143K
|
22K
$574K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.83K- 4.85% |
$151K - $152K
|
114K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.14K- 6.24% |
$159K - $160K
|
92.3K
$2.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6.41K- 25.19% |
$166K - $167K
|
19K
$497K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.57K- 11.12% |
$170K - $171K
|
52.5K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.75K- 5.97% |
$175K - $175K
|
106K
$2.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.85K- 3.92% |
$177K - $178K
|
168K
$4.38M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.99K- 7.93% |
$181K - $182K
|
81.2K
$2.12M
|