Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
71.3K+ 49.23% |
$1.78M - $1.83M
|
216K
$5.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
56.7K+ 9.78% |
$1.41M - $1.45M
|
637K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
37.1KNew |
$923K - $950K
|
37.1K
$938K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
22.6K+ 204.26% |
$562K - $579K
|
33.6K
$852K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 18.85% |
$503K - $517K
|
127K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
19.1K+ 35.08% |
$476K - $490K
|
73.6K
$1.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
18.6K+ 6.7% |
$464K - $477K
|
296K
$7.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.6K+ 16.18% |
$437K - $450K
|
126K
$3.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
15.2K+ 3.96% |
$379K - $390K
|
399K
$10.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.2KNew |
$329K - $338K
|
13.2K
$334K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.6KNew |
$264K - $272K
|
10.6K
$269K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.74K+ 3.89% |
$218K - $224K
|
233K
$5.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.96KNew |
$198K - $204K
|
7.96K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.41K+ 11.89% |
$160K - $164K
|
60.3K
$1.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.97KNew |
$98.9K - $102K
|
3.97K
$101K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.91K+ 5.61% |
$97.3K - $100K
|
73.6K
$1.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.61K+ 27.5% |
$89.9K - $92.5K
|
16.7K
$424K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.54K+ 8.33% |
$88.1K - $90.6K
|
46K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.26K+ 29.28% |
$81.2K - $83.6K
|
14.4K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.4K+ 6.57% |
$59.7K - $61.4K
|
38.9K
$984K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.22KNew |
$55.2K - $56.8K
|
2.22K
$56.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.11K+ 10.64% |
$27.7K - $28.5K
|
11.6K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
950+ 5.22% |
$23.7K - $24.3K
|
19.2K
$485K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
286+ 0.58% |
$7.12K - $7.33K
|
49.3K
$1.25M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
57+ 0.02% |
$1.42K - $1.46K
|
230K
$5.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
42+ 0.13% |
$1.05K - $1.08K
|
31.7K
$802K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.16% |
$648 - $666
|
16K
$406K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78- 0.02% |
$1.94K - $2K
|
319K
$8.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-687- 1.84% |
$17.1K - $17.6K
|
36.6K
$928K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.15K- 3.41% |
$28.6K - $29.4K
|
32.6K
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-1.71K- 3.6% |
$42.5K - $43.7K
|
45.7K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.93K- 11.22% |
$48K - $49.3K
|
15.2K
$386K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.93K- 10.46% |
$48.1K - $49.5K
|
16.5K
$419K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.29K- 11.55% |
$57K - $58.6K
|
17.5K
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-3.65K- 11.82% |
$90.9K - $93.6K
|
27.2K
$689K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.13K- 29.15% |
$128K - $132K
|
12.5K
$316K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.98K- 17.48% |
$149K - $153K
|
28.2K
$714K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.3K- 41.6% |
$430K - $443K
|
24.3K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-58.5K- 8.44% |
$1.46M - $1.5M
|
634K
$16.1M
|