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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
312+ 0.5% |
$8.08K - $8.13K
|
63.1K
$1.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
210+ 2.51% |
$5.44K - $5.47K
|
8.57K
$223K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
210+ 2.51% |
$5.44K - $5.47K
|
8.57K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
168New |
$4.35K - $4.38K
|
168
$4.38K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
155+ 0.67% |
$4.02K - $4.04K
|
23.4K
$609K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
138+ 0.31% |
$3.58K - $3.59K
|
44.3K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
77+ 0.08% |
$2K - $2.01K
|
92.4K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
65+ 0.5% |
$1.68K - $1.69K
|
13.1K
$341K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
59+ 0.39% |
$1.53K - $1.54K
|
15.1K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
56+ 0.48% |
$1.45K - $1.46K
|
11.7K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44+ 0.44% |
$1.14K - $1.15K
|
10.1K
$262K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
40+ 0.11% |
$1.04K - $1.04K
|
37.2K
$968K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
37+ 0.09% |
$959 - $964
|
43.1K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 1.02% |
$777 - $782
|
2.98K
$77.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
27+ 0.23% |
$700 - $703
|
12K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7+ 0.02% |
$181 - $182
|
31.8K
$829K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.28% |
$25.9 - $26.1
|
356
$9.27K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-8- 0.02% |
$207 - $208
|
52K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53- 0.06% |
$1.37K - $1.38K
|
92.8K
$2.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-75- 0.89% |
$1.94K - $1.95K
|
8.35K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-128- 1.03% |
$3.32K - $3.33K
|
12.3K
$320K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-164- 1.7% |
$4.25K - $4.27K
|
9.46K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-195- 1.1% |
$5.05K - $5.08K
|
17.6K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-200- 0.06% |
$5.18K - $5.21K
|
331K
$8.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-212- 0.53% |
$5.49K - $5.52K
|
39.5K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-352- 2.12% |
$9.12K - $9.17K
|
16.3K
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-353- 2.13% |
$9.15K - $9.2K
|
16.2K
$422K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-417- 1.5% |
$10.8K - $10.9K
|
27.4K
$713K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-441- 0.39% |
$11.4K - $11.5K
|
114K
$2.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-623- 2.13% |
$16.1K - $16.2K
|
28.6K
$745K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-905- 3.65% |
$23.4K - $23.6K
|
23.9K
$623K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-948- 4.42% |
$24.6K - $24.7K
|
20.5K
$534K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-958- 4.36% |
$24.8K - $25K
|
21K
$548K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-966- 8.22% |
$25K - $25.2K
|
10.8K
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 8.63% |
$27.7K - $27.8K
|
11.3K
$295K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.69K- 4.86% |
$43.8K - $44.1K
|
33.1K
$863K
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-2.23K- 6.96% |
$57.8K - $58.1K
|
29.8K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.76K- 0.86% |
$71.5K - $71.9K
|
317K
$8.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.93K- 6.78% |
$76K - $76.4K
|
40.3K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
SELL
|
- |
-3.08K- 4.78% |
$79.8K - $80.2K
|
61.3K
$1.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.27K- 23.42% |
$84.6K - $85.1K
|
10.7K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.33K- 2.21% |
$86.2K - $86.6K
|
147K
$3.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4.63K- 84.93% |
$120K - $121K
|
822
$21.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.93K- 3.05% |
$128K - $128K
|
157K
$4.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.08K- 3.33% |
$132K - $132K
|
148K
$3.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.35K- 5.04% |
$138K - $139K
|
101K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.45K- 5.93% |
$141K - $142K
|
86.4K
$2.25M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-5.53K- 21.09% |
$143K - $144K
|
20.7K
$539K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.35K- 24.11% |
$165K - $166K
|
20K
$521K
|