Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
945+ 5.48% |
$23.4K - $23.8K
|
18.2K
$461K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
904+ 0.56% |
$22.4K - $22.8K
|
163K
$4.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
904+ 0.56% |
$22.4K - $22.8K
|
163K
$4.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
853+ 2.34% |
$21.2K - $21.5K
|
37.3K
$945K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
773+ 1.12% |
$19.2K - $19.5K
|
69.7K
$1.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
729+ 1.56% |
$18.1K - $18.4K
|
47.4K
$1.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
687+ 0.59% |
$17K - $17.3K
|
118K
$2.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
514+ 0.19% |
$12.8K - $12.9K
|
278K
$7.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
375New |
$9.3K - $9.45K
|
375
$9.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
286+ 0.59% |
$7.1K - $7.2K
|
49K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
204+ 0.72% |
$5.06K - $5.14K
|
28.6K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
150New |
$3.72K - $3.78K
|
150
$3.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
41+ 0.13% |
$1.02K - $1.03K
|
31.6K
$801K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38+ 0.14% |
$943 - $957
|
26.5K
$672K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
34+ 0.6% |
$844 - $856
|
5.72K
$145K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30+ 0.24% |
$744 - $756
|
12.6K
$320K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.52% |
$273 - $277
|
2.13K
$53.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.03% |
$149 - $151
|
20.4K
$517K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 2.08% |
$74.4 - $75.6
|
147
$3.72K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-128- 0.82% |
$3.18K - $3.22K
|
15.5K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-152- 0.96% |
$3.77K - $3.83K
|
15.7K
$397K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-232- 1.33% |
$5.76K - $5.84K
|
17.3K
$437K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-659- 0.85% |
$16.3K - $16.6K
|
77.1K
$1.95M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.13K- 9.3% |
$28.1K - $28.6K
|
11.1K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.41K- 9.8% |
$35K - $35.5K
|
13K
$329K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.75K- 4.92% |
$43.3K - $44K
|
33.7K
$854K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.74K- 20.77% |
$68.1K - $69.1K
|
10.5K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.53K- 28.37% |
$87.6K - $89K
|
8.92K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.44K- 68.96% |
$110K - $112K
|
2K
$50.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.31K- 2.25% |
$132K - $134K
|
230K
$5.83M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.35K- 5.86% |
$133K - $135K
|
85.8K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.27K- 1.24% |
$180K - $183K
|
580K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.16K- 13.98% |
$203K - $206K
|
50.2K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-9.19K- 40.5% |
$228K - $231K
|
13.5K
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-10.5K- 48.46% |
$260K - $264K
|
11.1K
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12K- 44.77% |
$299K - $303K
|
14.9K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.1K- 28.2% |
$326K - $331K
|
33.4K
$846K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-15.1K- 8.03% |
$374K - $380K
|
173K
$4.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-15.6K- 44.48% |
$386K - $392K
|
19.4K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.3K- 4.98% |
$429K - $435K
|
330K
$8.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.6K- 91.18% |
$511K - $519K
|
1.99K
$50.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-31.4K- 52.56% |
$778K - $790K
|
28.3K
$717K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-51.9K- 7.81% |
$1.29M - $1.31M
|
613K
$15.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-56.5K- 8.19% |
$1.4M - $1.42M
|
633K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-56.6K- 48.28% |
$1.4M - $1.43M
|
60.6K
$1.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-162K- 67.32% |
$4.01M - $4.07M
|
78.5K
$1.99M
|