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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-22- 0.05% |
$571 - $574
|
48.3K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-40- 11.33% |
$1.04K - $1.04K
|
313
$8.17K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-42- 0.49% |
$1.09K - $1.1K
|
8.53K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-150- 0.64% |
$3.9K - $3.92K
|
23.2K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-180- 1.03% |
$4.67K - $4.7K
|
17.2K
$450K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-396- 1.92% |
$10.3K - $10.3K
|
20.3K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-446- 0.13% |
$11.6K - $11.6K
|
331K
$8.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-458- 3.04% |
$11.9K - $12K
|
14.6K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-695- 5.58% |
$18K - $18.1K
|
11.8K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-711- 8.3% |
$18.5K - $18.6K
|
7.86K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-767- 0.83% |
$19.9K - $20K
|
92.1K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-792- 7.34% |
$20.6K - $20.7K
|
10K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-833- 4.03% |
$21.6K - $21.7K
|
19.9K
$519K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-981- 3.58% |
$25.5K - $25.6K
|
26.4K
$689K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1K- 3.36% |
$26K - $26.1K
|
28.8K
$752K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.08K- 7.49% |
$27.9K - $28.1K
|
13.3K
$347K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.1K- 3.33% |
$28.6K - $28.8K
|
32K
$836K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.12K- 1.75% |
$29K - $29.2K
|
62.9K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.12K- 3.09% |
$29.1K - $29.2K
|
35.1K
$918K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.43K- 12.9% |
$37.2K - $37.4K
|
9.68K
$253K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 12.68% |
$37.2K - $37.4K
|
9.88K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.68K- 4.49% |
$43.5K - $43.7K
|
35.6K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.78K- 0.93% |
$46.1K - $46.4K
|
190K
$4.97M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.79K- 2.07% |
$46.5K - $46.7K
|
84.7K
$2.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 9.95% |
$51.9K - $52.2K
|
18.1K
$473K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.09K- 4.02% |
$54.3K - $54.6K
|
50K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.39K- 2.53% |
$62.1K - $62.4K
|
92.1K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.52K- 11.37% |
$65.4K - $65.7K
|
19.6K
$512K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 5.58% |
$73.4K - $73.8K
|
47.8K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.34K- 1.76% |
$86.6K - $87.1K
|
187K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.66K- 14.44% |
$95.1K - $95.6K
|
21.7K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-4.05K- 23.01% |
$105K - $106K
|
13.5K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.35K- 28.45% |
$113K - $114K
|
10.9K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.5K- 18.59% |
$117K - $118K
|
19.7K
$515K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.88K- 24.18% |
$127K - $127K
|
15.3K
$400K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.97K- 23.62% |
$129K - $130K
|
16.1K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.09K- 31.38% |
$132K - $133K
|
11.1K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.46K- 5.58% |
$142K - $143K
|
92.4K
$2.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.69K- 13.18% |
$148K - $149K
|
37.5K
$978K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.95K- 15.06% |
$155K - $155K
|
33.6K
$877K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 37.27% |
$156K - $157K
|
10.1K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-6.7K- 25.79% |
$174K - $175K
|
19.3K
$503K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.9K- 3.02% |
$179K - $180K
|
222K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-7.22K- 3.96% |
$187K - $188K
|
175K
$4.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-8K- 29.04% |
$208K - $209K
|
19.6K
$510K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.13K- 7.56% |
$211K - $212K
|
99.4K
$2.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.22K- 7.07% |
$214K - $215K
|
108K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.32K- 24.23% |
$216K - $217K
|
26K
$679K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-8.72K- 21.63% |
$227K - $228K
|
31.6K
$825K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.91K- 3.85% |
$231K - $233K
|
222K
$5.8M
|