Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds Dec 2024 Ter (IBTE)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBTE) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2024 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.43M+ 11.34% |
$58M - $58.3M
|
23.9M
$569M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.92M+ 3816.52% |
$45.7M - $46M
|
1.97M
$47M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
740K+ 8808.9% |
$17.7M - $17.8M
|
749K
$17.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
638KNew |
$15.2M - $15.3M
|
638K
$15.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
578KNew |
$13.8M - $13.9M
|
578K
$13.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
508KNew |
$12.1M - $12.2M
|
508K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
264K+ 7.22% |
$6.31M - $6.34M
|
3.93M
$93.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
263K+ 7.74% |
$6.27M - $6.3M
|
3.66M
$87.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
263K+ 7.74% |
$6.27M - $6.3M
|
3.66M
$87.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
159KNew |
$3.79M - $3.81M
|
159K
$3.79M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
130K+ 10.6% |
$3.11M - $3.12M
|
1.36M
$32.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
123KNew |
$2.93M - $2.95M
|
123K
$2.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
117K+ 70.38% |
$2.78M - $2.79M
|
282K
$6.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115K+ 5.47% |
$2.74M - $2.75M
|
2.22M
$52.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
103K+ 16.3% |
$2.47M - $2.48M
|
738K
$17.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
101KNew |
$2.42M - $2.43M
|
101K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
89K+ 11.38% |
$2.12M - $2.13M
|
870K
$20.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
83.9K+ 149.32% |
$2M - $2.01M
|
140K
$3.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
83.5K+ 6.99% |
$1.99M - $2M
|
1.28M
$30.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
81.7K+ 301.25% |
$1.95M - $1.96M
|
109K
$2.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
75K+ 3.9% |
$1.79M - $1.8M
|
2M
$47.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
71.7K+ 21.03% |
$1.71M - $1.72M
|
413K
$9.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
68.5K+ 7.03% |
$1.63M - $1.64M
|
1.04M
$24.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
64.9K+ 24.3% |
$1.55M - $1.56M
|
332K
$7.92M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
61.7KNew |
$1.47M - $1.48M
|
61.7K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
55.7K+ 7.23% |
$1.33M - $1.34M
|
826K
$19.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50.2K+ 26.77% |
$1.2M - $1.2M
|
238K
$5.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
46.6K+ 9.82% |
$1.11M - $1.12M
|
522K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42K+ 12.62% |
$1M - $1.01M
|
374K
$8.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
38.6K+ 4.67% |
$921K - $926K
|
866K
$20.7M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
35.4K+ 11.59% |
$844K - $849K
|
341K
$8.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
34.2KNew |
$815K - $820K
|
34.2K
$816K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
33.3K+ 67.34% |
$794K - $798K
|
82.7K
$1.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
29.9KNew |
$713K - $716K
|
29.9K
$713K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
29.7K+ 116.2% |
$709K - $713K
|
55.3K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
29.1K+ 5.78% |
$693K - $697K
|
532K
$12.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.7K+ 3.99% |
$684K - $687K
|
748K
$17.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.2K+ 1.81% |
$648K - $652K
|
1.53M
$36.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
26.7K+ 72.39% |
$637K - $640K
|
63.6K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
24.8K+ 5.46% |
$592K - $595K
|
480K
$11.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
23.8K+ 6.87% |
$568K - $571K
|
371K
$8.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
22.6K+ 3.29% |
$538K - $541K
|
708K
$16.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.2K+ 1.06% |
$530K - $533K
|
2.13M
$50.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
21.2KNew |
$506K - $509K
|
21.2K
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
18.6K+ 6.8% |
$442K - $445K
|
291K
$6.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
17.6K+ 8.63% |
$420K - $423K
|
222K
$5.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17K+ 8.38% |
$405K - $407K
|
220K
$5.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
16.5K+ 4.22% |
$392K - $395K
|
406K
$9.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
15.4K+ 32.58% |
$367K - $369K
|
62.6K
$1.49M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.3K+ 6057.54% |
$364K - $366K
|
15.5K
$370K
|