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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.18K- 37.89% |
$130K - $131K
|
8.5K
$217K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.51K- 20.61% |
$139K - $140K
|
21.2K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.06K- 6.47% |
$152K - $153K
|
87.6K
$2.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.47K- 19.75% |
$163K - $164K
|
26.3K
$671K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.49K- 1.11% |
$189K - $190K
|
666K
$17M
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.93K- 2.59% |
$200K - $201K
|
298K
$7.61M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-8.9K- 3.52% |
$224K - $225K
|
243K
$6.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-10K- 29.46% |
$252K - $254K
|
24K
$612K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-10.3K- 8.62% |
$259K - $261K
|
109K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.7K- 27.08% |
$319K - $322K
|
34.2K
$873K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.5K- 2.93% |
$416K - $418K
|
548K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-17.5K- 57.98% |
$441K - $444K
|
12.7K
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18.9K- 6.89% |
$476K - $479K
|
256K
$6.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-19.9K- 44.19% |
$501K - $505K
|
25.2K
$642K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20K- 90.23% |
$504K - $507K
|
2.17K
$55.4K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.8K- 49.77% |
$575K - $578K
|
23K
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-47K- 10.32% |
$1.18M - $1.19M
|
409K
$10.4M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-53.5K- 8.07% |
$1.35M - $1.35M
|
609K
$15.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-65.3K- 74.02% |
$1.64M - $1.65M
|
22.9K
$585K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-160K- 70.34% |
$4.03M - $4.06M
|
67.6K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-181K- 89.98% |
$4.54M - $4.57M
|
20.1K
$513K
|