Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
773KNew |
$19.5M - $19.6M
|
773K
$19.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 25.89% |
$4.48M - $4.51M
|
866K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 25.89% |
$4.48M - $4.51M
|
866K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.6K+ 5.78% |
$2.08M - $2.09M
|
1.51M
$38.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
78.7K+ 12.93% |
$1.98M - $1.99M
|
687K
$17.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
71.4K+ 38.24% |
$1.8M - $1.81M
|
258K
$6.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
70.9K+ 10.75% |
$1.78M - $1.8M
|
730K
$18.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
54KNew |
$1.36M - $1.37M
|
54K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.1K+ 87.65% |
$1.31M - $1.32M
|
112K
$2.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
32.9K+ 47.06% |
$827K - $832K
|
103K
$2.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
30.4K+ 12.39% |
$765K - $770K
|
276K
$7.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.1K+ 3.16% |
$756K - $762K
|
981K
$25M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.8K+ 3.37% |
$725K - $730K
|
884K
$22.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27KNew |
$679K - $684K
|
27K
$689K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.9K+ 8.96% |
$576K - $580K
|
278K
$7.11M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.5K+ 8.94% |
$540K - $543K
|
261K
$6.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.6K+ 7.42% |
$518K - $521K
|
298K
$7.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
20.2KNew |
$508K - $511K
|
20.2K
$515K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.8K+ 18.45% |
$499K - $502K
|
127K
$3.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18K+ 87.82% |
$452K - $455K
|
38.4K
$981K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17.8K+ 24.44% |
$448K - $451K
|
90.7K
$2.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17.7K+ 15.03% |
$446K - $449K
|
136K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7KNew |
$444K - $447K
|
17.7K
$451K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.9K+ 9.84% |
$401K - $403K
|
178K
$4.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
14K+ 43.1% |
$352K - $355K
|
46.5K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12.8KNew |
$321K - $323K
|
12.8K
$325K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.1K+ 32.94% |
$253K - $255K
|
40.6K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.73K+ 22.29% |
$245K - $247K
|
53.4K
$1.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.64KNew |
$242K - $244K
|
9.64K
$246K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.06KNew |
$228K - $229K
|
9.06K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.01K+ 18.09% |
$227K - $228K
|
58.8K
$1.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.99KNew |
$226K - $228K
|
8.99K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.75K+ 3.88% |
$220K - $222K
|
234K
$5.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
8.71K+ 16.82% |
$219K - $221K
|
60.5K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.25K+ 70.09% |
$208K - $209K
|
20K
$511K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
7.92KNew |
$199K - $201K
|
7.92K
$202K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.48K+ 6.74% |
$163K - $164K
|
103K
$2.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.93K+ 13.6% |
$149K - $150K
|
49.5K
$1.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.75K+ 15.46% |
$145K - $146K
|
43K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.27K+ 2.86% |
$133K - $134K
|
190K
$4.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.23K+ 14.62% |
$132K - $133K
|
41K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.89K+ 31.9% |
$123K - $124K
|
20.2K
$516K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.72K+ 6.19% |
$119K - $120K
|
81K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
4.38K+ 6.37% |
$110K - $111K
|
73.2K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.37K+ 7.81% |
$110K - $111K
|
60.3K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.12K+ 8.28% |
$104K - $104K
|
53.9K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.08K+ 15.31% |
$103K - $103K
|
30.7K
$783K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3.74K+ 41.82% |
$94.1K - $94.8K
|
12.7K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.19K+ 7.51% |
$80.2K - $80.7K
|
45.6K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.18K+ 22.39% |
$80.1K - $80.6K
|
17.4K
$444K
|