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 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-6.4K- 31.49% |
$166K - $167K
|
13.9K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.53K- 15.97% |
$169K - $170K
|
34.3K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.88K- 4.42% |
$230K - $231K
|
192K
$5M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10K- 38.31% |
$259K - $261K
|
16.1K
$419K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-11K- 24.26% |
$285K - $287K
|
34.4K
$894K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.6K- 25.85% |
$328K - $329K
|
36.3K
$944K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-15.5K- 6.35% |
$402K - $404K
|
228K
$5.95M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.6K- 55.62% |
$404K - $407K
|
12.5K
$324K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-15.8K- 12.24% |
$410K - $412K
|
113K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.1K- 32.97% |
$416K - $418K
|
32.6K
$850K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-16.8K- 14.38% |
$435K - $438K
|
100K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16.8K- 31.11% |
$436K - $439K
|
37.3K
$971K
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-16.9K- 5.73% |
$438K - $440K
|
278K
$7.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.9K- 22.73% |
$463K - $465K
|
60.7K
$1.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.8K- 43.34% |
$590K - $593K
|
29.8K
$775K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-23.5K- 12.7% |
$609K - $612K
|
162K
$4.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26K- 10.12% |
$675K - $678K
|
231K
$6.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26.2K- 40.45% |
$680K - $684K
|
38.6K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-27.9K- 51.78% |
$723K - $727K
|
26K
$676K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38.5K- 9.12% |
$997K - $1M
|
383K
$9.98M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-56K- 8.63% |
$1.45M - $1.46M
|
593K
$15.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-62K- 25.38% |
$1.61M - $1.62M
|
182K
$4.75M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-66.4K- 30.08% |
$1.72M - $1.73M
|
154K
$4.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-73.6K- 11.85% |
$1.91M - $1.92M
|
548K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-82.2K- 16.69% |
$2.13M - $2.14M
|
410K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-282K- 44.24% |
$7.3M - $7.33M
|
355K
$9.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-313K- 38.43% |
$8.12M - $8.16M
|
502K
$13.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-313K- 38.43% |
$8.12M - $8.16M
|
502K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-740K- 61.69% |
$19.2M - $19.3M
|
460K
$12M
|