Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
85.2K+ 193.51% |
$2.21M - $2.22M
|
129K
$3.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
78.3K+ 13.22% |
$2.03M - $2.04M
|
671K
$17.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
74.6KNew |
$1.93M - $1.94M
|
74.6K
$1.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
48.6K+ 105.78% |
$1.26M - $1.27M
|
94.5K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.5K+ 2.78% |
$1.18M - $1.18M
|
1.68M
$43.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.7K+ 36.75% |
$1.13M - $1.14M
|
163K
$4.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.7K+ 28.95% |
$1.11M - $1.11M
|
190K
$4.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.6KNew |
$1.05M - $1.06M
|
40.6K
$1.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
38.6KNew |
$999K - $1M
|
38.6K
$1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.3K+ 17.32% |
$785K - $789K
|
205K
$5.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24.7KNew |
$639K - $642K
|
24.7K
$642K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 5.05% |
$550K - $553K
|
441K
$11.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.3K+ 10.31% |
$448K - $451K
|
185K
$4.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.5K+ 56.14% |
$402K - $404K
|
43.2K
$1.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
15.4K+ 14.51% |
$400K - $402K
|
122K
$3.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.3KNew |
$396K - $398K
|
15.3K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.3K+ 20.07% |
$395K - $397K
|
91.2K
$2.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
10.9KNew |
$283K - $284K
|
10.9K
$284K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.71K+ 9.93% |
$252K - $253K
|
108K
$2.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.51KNew |
$246K - $248K
|
9.51K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.26KNew |
$240K - $241K
|
9.26K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.8KNew |
$228K - $229K
|
8.8K
$229K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.79KNew |
$228K - $229K
|
8.79K
$229K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.71KNew |
$226K - $227K
|
8.71K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.43KNew |
$218K - $219K
|
8.43K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.29KNew |
$215K - $216K
|
8.29K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.62K+ 8.44% |
$197K - $198K
|
97.9K
$2.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.18K+ 16.54% |
$186K - $187K
|
50.6K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.85K+ 44.49% |
$178K - $178K
|
22.3K
$579K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.51K+ 59.71% |
$169K - $170K
|
17.4K
$453K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
5.18K+ 14.8% |
$134K - $135K
|
40.2K
$1.05M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.8K+ 0.93% |
$124K - $125K
|
520K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.18K+ 25.28% |
$108K - $109K
|
20.7K
$539K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.84KNew |
$99.5K - $100K
|
3.84K
$100K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.19K+ 2.81% |
$82.5K - $83K
|
116K
$3.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3.11K+ 22.72% |
$80.7K - $81.1K
|
16.8K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.75K+ 6.56% |
$71.3K - $71.6K
|
44.7K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.7K+ 12.52% |
$69.9K - $70.2K
|
24.2K
$631K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.63K+ 13.49% |
$68.2K - $68.5K
|
22.1K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 2.94% |
$61.8K - $62.1K
|
83.6K
$2.17M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.02KNew |
$52.3K - $52.6K
|
2.02K
$52.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.82K+ 9.88% |
$47K - $47.3K
|
20.2K
$526K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.51K+ 7.04% |
$39.1K - $39.3K
|
23K
$598K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.28K+ 6.57% |
$33.2K - $33.4K
|
20.8K
$541K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.07K+ 16.47% |
$27.7K - $27.9K
|
7.57K
$197K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
849+ 0.47% |
$22K - $22.1K
|
182K
$4.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
846+ 4.44% |
$21.9K - $22K
|
19.9K
$518K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
664+ 2.02% |
$17.2K - $17.3K
|
33.5K
$872K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
353New |
$9.15K - $9.2K
|
353
$9.19K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
322+ 0.23% |
$8.34K - $8.39K
|
140K
$3.65M
|