Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.53K+ 10.78% |
$38.7K - $39.2K
|
15.7K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 4.39% |
$32.7K - $33.1K
|
30.8K
$779K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.21K+ 2.67% |
$30.6K - $31K
|
46.5K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.17K+ 5.63% |
$29.6K - $30K
|
22K
$557K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.12K+ 9.54% |
$28.4K - $28.8K
|
12.9K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.07K+ 1.87% |
$27.1K - $27.5K
|
58.4K
$1.48M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
1K+ 10.0% |
$25.3K - $25.6K
|
11K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
794+ 0.9% |
$20.1K - $20.3K
|
88.5K
$2.24M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
728+ 0.26% |
$18.4K - $18.6K
|
277K
$7.02M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
557+ 3.69% |
$14.1K - $14.3K
|
15.6K
$396K
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
448+ 1.28% |
$11.3K - $11.5K
|
35.5K
$898K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
431+ 2.46% |
$10.9K - $11K
|
17.9K
$454K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
337New |
$8.52K - $8.63K
|
337
$8.53K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
336+ 6.7% |
$8.49K - $8.6K
|
5.35K
$136K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
231+ 0.2% |
$5.84K - $5.92K
|
117K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
182+ 0.37% |
$4.6K - $4.66K
|
48.7K
$1.23M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
63+ 0.67% |
$1.59K - $1.61K
|
9.45K
$239K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
27+ 0.09% |
$682 - $691
|
31.6K
$800K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19+ 0.15% |
$480 - $487
|
12.6K
$319K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15+ 0.09% |
$379 - $384
|
16.2K
$409K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.02% |
$101 - $102
|
20.4K
$517K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-25- 11.11% |
$632 - $640
|
200
$5.06K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29- 1.35% |
$733 - $743
|
2.12K
$53.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-98- 1.02% |
$2.48K - $2.51K
|
9.5K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-107- 0.74% |
$2.7K - $2.74K
|
14.4K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-723- 2.76% |
$18.3K - $18.5K
|
25.5K
$645K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-855- 0.12% |
$21.6K - $21.9K
|
690K
$17.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-904- 0.56% |
$22.8K - $23.2K
|
162K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.25K- 9.15% |
$31.7K - $32.1K
|
12.4K
$315K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.32K- 4.06% |
$33.3K - $33.8K
|
31.2K
$790K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.85K- 27.95% |
$46.7K - $47.4K
|
4.77K
$121K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.29K- 11.4% |
$57.8K - $58.6K
|
17.8K
$450K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.4K- 4.19% |
$85.8K - $87K
|
77.8K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.53K- 9.16% |
$89.2K - $90.4K
|
35K
$886K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.63K- 8.55% |
$117K - $118K
|
49.4K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5.3K- 18.94% |
$134K - $136K
|
22.7K
$575K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.9K- 8.99% |
$149K - $151K
|
59.7K
$1.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.67K- 27.81% |
$169K - $171K
|
17.3K
$438K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.44K- 2.35% |
$188K - $190K
|
309K
$7.83M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.9K- 14.05% |
$377K - $382K
|
91.1K
$2.31M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 13.5% |
$400K - $405K
|
101K
$2.57M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-18.1K- 52.99% |
$458K - $464K
|
16.1K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-62.7K- 45.17% |
$1.59M - $1.61M
|
76.2K
$1.93M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-66.9K- 21.8% |
$1.69M - $1.71M
|
240K
$6.08M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-183K- 92.05% |
$4.63M - $4.69M
|
15.8K
$401K
|