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 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.18K+ 3.7% |
$80K - $80.6K
|
89K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.89K+ 14.65% |
$72.7K - $73.2K
|
22.6K
$577K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2.59K+ 16.26% |
$65.2K - $65.6K
|
18.5K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.52K+ 15.97% |
$63.4K - $63.8K
|
18.3K
$467K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.11K+ 12.18% |
$53K - $53.3K
|
19.4K
$495K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06KNew |
$51.8K - $52.2K
|
2.06K
$52.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.87K+ 9.82% |
$46.9K - $47.2K
|
20.9K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.86KNew |
$46.7K - $47K
|
1.86K
$47.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.84K+ 6.61% |
$46.3K - $46.7K
|
29.7K
$758K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.72K+ 2.48% |
$43.2K - $43.5K
|
70.9K
$1.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.57K+ 7.16% |
$39.4K - $39.6K
|
23.4K
$598K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.37K+ 6.96% |
$34.4K - $34.6K
|
21K
$536K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.1K+ 53.7% |
$27.8K - $28K
|
3.16K
$80.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.04K+ 0.82% |
$26.1K - $26.3K
|
127K
$3.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
806+ 0.67% |
$20.3K - $20.4K
|
121K
$3.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
460+ 5.12% |
$11.6K - $11.7K
|
9.45K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
365New |
$9.18K - $9.25K
|
365
$9.31K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
220+ 2.41% |
$5.54K - $5.57K
|
9.36K
$239K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
205+ 0.1% |
$5.16K - $5.19K
|
196K
$5.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
187+ 27.66% |
$4.7K - $4.74K
|
863
$22K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
176+ 0.53% |
$4.43K - $4.46K
|
33.3K
$849K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
89+ 0.25% |
$2.24K - $2.25K
|
36.4K
$928K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
88+ 0.57% |
$2.21K - $2.23K
|
15.5K
$396K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
43+ 0.12% |
$1.08K - $1.09K
|
35.1K
$896K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
36+ 0.42% |
$906 - $912
|
8.66K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 0.54% |
$780 - $785
|
5.73K
$146K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
23+ 0.14% |
$579 - $583
|
16.9K
$432K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
13+ 0.14% |
$327 - $329
|
9.27K
$236K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 0.41% |
$75.5 - $76
|
742
$18.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.56% |
$50.3 - $50.7
|
362
$9.24K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.7% |
$25.2 - $25.3
|
144
$3.67K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-123- 0.12% |
$3.09K - $3.12K
|
102K
$2.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-139- 0.23% |
$3.5K - $3.52K
|
60.7K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-157- 1.62% |
$3.95K - $3.98K
|
9.55K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-208- 1.32% |
$5.23K - $5.27K
|
15.5K
$397K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-291- 0.9% |
$7.32K - $7.37K
|
31.9K
$814K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-304- 0.45% |
$7.65K - $7.7K
|
66.7K
$1.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-927- 2.41% |
$23.3K - $23.5K
|
37.6K
$959K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-975- 3.78% |
$24.5K - $24.7K
|
24.8K
$634K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.05K- 1.82% |
$26.4K - $26.6K
|
56.6K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.31K- 0.27% |
$33K - $33.2K
|
492K
$12.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.7K- 3.32% |
$42.7K - $43K
|
49.4K
$1.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.03K- 18.27% |
$51K - $51.4K
|
9.08K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.28K- 5.52% |
$57.3K - $57.7K
|
39K
$995K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.82K- 16.82% |
$70.9K - $71.4K
|
13.9K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.07K- 2.03% |
$77.2K - $77.8K
|
148K
$3.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4K- 5.71% |
$101K - $101K
|
66.1K
$1.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.01K- 24.78% |
$101K - $102K
|
12.2K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.02K- 17.16% |
$126K - $127K
|
24.2K
$618K
|