Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
107KNew |
$2.77M - $2.79M
|
107K
$2.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
38.6K+ 100.0% |
$1M - $1.01M
|
77.1K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
34.5KNew |
$897K - $901K
|
34.5K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.5K+ 248.33% |
$793K - $797K
|
42.8K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
19.3K+ 25.88% |
$501K - $504K
|
93.9K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.2K+ 11.03% |
$421K - $423K
|
163K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.8K+ 71.04% |
$411K - $413K
|
38.1K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.6KNew |
$406K - $408K
|
15.6K
$408K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$399K - $401K
|
15.3K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.7K+ 2.06% |
$278K - $280K
|
530K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.6K+ 5.14% |
$274K - $275K
|
216K
$5.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
9.01KNew |
$234K - $235K
|
9.01K
$235K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.53K+ 14.61% |
$169K - $170K
|
51.2K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.33K+ 6.94% |
$164K - $165K
|
97.6K
$2.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.09K+ 26.49% |
$158K - $159K
|
29.1K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.9K+ 1.38% |
$127K - $128K
|
360K
$9.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.71K+ 23.56% |
$122K - $123K
|
24.7K
$645K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.14K+ 19.93% |
$108K - $108K
|
24.9K
$650K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.54K+ 2.91% |
$92K - $92.5K
|
125K
$3.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
3.51KNew |
$91.2K - $91.7K
|
3.51K
$91.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.44K+ 36.41% |
$89.4K - $89.9K
|
12.9K
$337K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.18K+ 1.96% |
$82.7K - $83.1K
|
166K
$4.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2KNew |
$51.9K - $52.2K
|
2K
$52.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.92K+ 3.13% |
$49.9K - $50.2K
|
63.3K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.47K+ 17.6% |
$38.3K - $38.5K
|
9.85K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.38K+ 15.68% |
$35.8K - $36K
|
10.2K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.06K+ 10.63% |
$27.6K - $27.8K
|
11.1K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1K+ 2.49% |
$26K - $26.2K
|
41.2K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1K+ 9.17% |
$26K - $26.1K
|
11.9K
$311K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
914New |
$23.7K - $23.9K
|
914
$23.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
634+ 1.89% |
$16.5K - $16.6K
|
34.1K
$892K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
359+ 0.57% |
$9.32K - $9.37K
|
63.4K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
325+ 0.23% |
$8.44K - $8.49K
|
140K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
288+ 0.19% |
$7.48K - $7.52K
|
155K
$4.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
253+ 1.27% |
$6.57K - $6.61K
|
20.1K
$526K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
236+ 0.21% |
$6.13K - $6.16K
|
114K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
210+ 2.52% |
$5.45K - $5.48K
|
8.56K
$223K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
195+ 0.19% |
$5.06K - $5.09K
|
101K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
93+ 0.24% |
$2.42K - $2.43K
|
38.7K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
84+ 0.79% |
$2.18K - $2.19K
|
10.8K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
75+ 0.57% |
$1.95K - $1.96K
|
13.2K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54+ 0.54% |
$1.4K - $1.41K
|
10.1K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
53+ 1.78% |
$1.38K - $1.38K
|
3.04K
$79.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
46+ 0.22% |
$1.19K - $1.2K
|
20.5K
$536K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
46+ 0.12% |
$1.19K - $1.2K
|
37.2K
$972K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
43+ 0.1% |
$1.12K - $1.12K
|
43.2K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29+ 0.31% |
$753 - $757
|
9.29K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.56% |
$51.9 - $52.2
|
358
$9.35K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.0% |
$26 - $26.1
|
28.6K
$747K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|