Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
105K+ 6.91% |
$2.61M - $2.66M
|
1.62M
$40.9M
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
94.5K+ 143.51% |
$2.36M - $2.41M
|
160K
$4.06M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71.8K+ 9.4% |
$1.79M - $1.83M
|
836K
$21.1M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
70.7K+ 34.77% |
$1.76M - $1.8M
|
274K
$6.93M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
65.5K+ 8.97% |
$1.63M - $1.67M
|
795K
$20.1M
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
55.4KNew |
$1.38M - $1.41M
|
55.4K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.6K+ 16.28% |
$987K - $1.01M
|
283K
$7.15M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.8KNew |
$941K - $962K
|
37.8K
$955K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
36.7K+ 8.58% |
$913K - $934K
|
464K
$11.7M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.3K+ 4.31% |
$904K - $924K
|
878K
$22.2M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.6K+ 66.87% |
$887K - $907K
|
88.9K
$2.25M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34.8KNew |
$867K - $886K
|
34.8K
$880K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
32.1KNew |
$800K - $818K
|
32.1K
$812K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
31.1K+ 115.88% |
$775K - $792K
|
57.9K
$1.46M
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
28K+ 9.44% |
$699K - $714K
|
325K
$8.22M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
27.3K+ 4.03% |
$680K - $695K
|
704K
$17.8M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.3K+ 30.73% |
$655K - $669K
|
112K
$2.83M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.4K+ 94.39% |
$609K - $622K
|
50.3K
$1.27M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23.2K+ 2.48% |
$577K - $590K
|
958K
$24.2M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20.9K+ 19.2% |
$521K - $533K
|
130K
$3.28M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.8K+ 27.39% |
$518K - $530K
|
96.7K
$2.45M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20K+ 2.53% |
$499K - $510K
|
811K
$20.5M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18.7K+ 16.52% |
$467K - $478K
|
132K
$3.34M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
16.8K+ 2.54% |
$420K - $429K
|
681K
$17.2M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.9KNew |
$396K - $405K
|
15.9K
$402K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 16.94% |
$368K - $376K
|
102K
$2.58M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.5KNew |
$311K - $318K
|
12.5K
$315K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4K+ 22.42% |
$310K - $317K
|
67.9K
$1.72M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2KNew |
$304K - $311K
|
12.2K
$309K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12K+ 8.88% |
$300K - $306K
|
148K
$3.73M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.7K+ 3.27% |
$293K - $299K
|
370K
$9.36M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11.6KNew |
$289K - $295K
|
11.6K
$293K
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10.9K+ 19.55% |
$273K - $279K
|
66.9K
$1.69M
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
10.2KNew |
$255K - $261K
|
10.2K
$259K
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
9.91KNew |
$247K - $252K
|
9.91K
$250K
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.59KNew |
$214K - $219K
|
8.59K
$217K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.49KNew |
$212K - $216K
|
8.49K
$215K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.05KNew |
$201K - $205K
|
8.05K
$204K
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
8KNew |
$199K - $204K
|
8K
$202K
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7.88KNew |
$196K - $201K
|
7.88K
$199K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.33K+ 9.01% |
$158K - $161K
|
76.5K
$1.93M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.31K+ 26.77% |
$157K - $161K
|
29.9K
$756K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.4K+ 26.48% |
$135K - $138K
|
25.8K
$652K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.07K+ 12.03% |
$126K - $129K
|
47.2K
$1.19M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.83K+ 2.29% |
$120K - $123K
|
216K
$5.45M
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.07K+ 30.57% |
$101K - $104K
|
17.4K
$439K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.98KNew |
$99.2K - $101K
|
3.98K
$101K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.83K+ 3.66% |
$95.5K - $97.7K
|
109K
$2.75M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.51K+ 2.85% |
$87.4K - $89.3K
|
127K
$3.2M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.16K+ 0.77% |
$78.7K - $80.5K
|
411K
$10.4M
|