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 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
15K+ 91.77% |
$358K - $360K
|
31.4K
$749K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.9K+ 1.71% |
$355K - $357K
|
884K
$21.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
14.5KNew |
$346K - $348K
|
14.5K
$346K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.2K+ 2.61% |
$315K - $317K
|
520K
$12.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.7K+ 100.43% |
$303K - $305K
|
25.3K
$605K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.5K+ 1.83% |
$299K - $301K
|
697K
$16.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.4K+ 18.38% |
$295K - $297K
|
79.7K
$1.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12.3KNew |
$292K - $294K
|
12.3K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12KNew |
$287K - $289K
|
12K
$287K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11K+ 2.61% |
$261K - $263K
|
431K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.5KNew |
$250K - $251K
|
10.5K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.95K+ 9.62% |
$237K - $239K
|
113K
$2.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
9.91KNew |
$236K - $238K
|
9.91K
$236K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.73KNew |
$232K - $233K
|
9.73K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.73KNew |
$232K - $233K
|
9.73K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.23K+ 16.49% |
$220K - $221K
|
65.2K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.19K+ 22.69% |
$219K - $220K
|
49.7K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
8.97K+ 17.82% |
$214K - $215K
|
59.3K
$1.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
7.18K+ 6.29% |
$171K - $172K
|
121K
$2.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
5.51K+ 14.62% |
$131K - $132K
|
43.2K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.15KNew |
$123K - $124K
|
5.15K
$123K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.01K+ 34.33% |
$120K - $120K
|
19.6K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.77K+ 36.78% |
$114K - $114K
|
17.8K
$424K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
4.55K+ 2.84% |
$109K - $109K
|
165K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.52K+ 15.33% |
$108K - $108K
|
34K
$811K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.32K+ 1.03% |
$103K - $104K
|
422K
$10.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.2K+ 14.26% |
$100K - $101K
|
33.6K
$803K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.47K+ 3.21% |
$82.7K - $83.2K
|
112K
$2.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.22K+ 37.67% |
$76.8K - $77.3K
|
11.8K
$281K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.06K+ 11.16% |
$72.9K - $73.3K
|
30.4K
$727K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.7K+ 10.45% |
$64.3K - $64.7K
|
28.5K
$680K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.63K+ 9.68% |
$62.6K - $63K
|
29.7K
$710K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.32K+ 22.2% |
$55.3K - $55.6K
|
12.8K
$305K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.88K+ 2.87% |
$44.9K - $45.2K
|
67.5K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.81K+ 10.33% |
$43.1K - $43.3K
|
19.3K
$460K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.79K+ 24.67% |
$42.7K - $42.9K
|
9.05K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.74K+ 5.65% |
$41.5K - $41.7K
|
32.5K
$776K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.67K+ 10.59% |
$39.9K - $40.1K
|
17.5K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.64K+ 0.24% |
$39.2K - $39.4K
|
687K
$16.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.48K+ 0.55% |
$35.3K - $35.5K
|
271K
$6.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.27K+ 8.77% |
$30.4K - $30.6K
|
15.8K
$377K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.25KNew |
$29.8K - $30K
|
1.25K
$29.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.23K+ 0.96% |
$29.3K - $29.5K
|
130K
$3.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.21K+ 5.26% |
$28.9K - $29K
|
24.2K
$578K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.15KNew |
$27.5K - $27.7K
|
1.15K
$27.5K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.13K+ 0.71% |
$27K - $27.2K
|
161K
$3.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.08K+ 3.21% |
$25.9K - $26K
|
34.8K
$831K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
937+ 1.12% |
$22.3K - $22.5K
|
84.9K
$2.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
936New |
$22.3K - $22.4K
|
936
$22.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
883+ 9.25% |
$21.1K - $21.2K
|
10.4K
$249K
|