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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
758+ 0.91% |
$18.1K - $18.2K
|
83.9K
$2M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
663+ 0.87% |
$15.8K - $15.9K
|
76.8K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
660+ 3.57% |
$15.7K - $15.8K
|
19.2K
$457K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
595New |
$14.2K - $14.3K
|
595
$14.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
500+ 3.72% |
$11.9K - $12K
|
13.9K
$332K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
460+ 1.0% |
$11K - $11K
|
46.6K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
398+ 1.96% |
$9.49K - $9.54K
|
20.7K
$495K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
279+ 0.3% |
$6.65K - $6.69K
|
94.1K
$2.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
237+ 1.28% |
$5.65K - $5.68K
|
18.8K
$449K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
222+ 1.19% |
$5.29K - $5.32K
|
18.9K
$451K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
210New |
$5.01K - $5.04K
|
210
$5.01K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
196New |
$4.67K - $4.7K
|
196
$4.68K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
194+ 0.18% |
$4.63K - $4.65K
|
108K
$2.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
148+ 0.59% |
$3.53K - $3.55K
|
25K
$598K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
138+ 1.58% |
$3.29K - $3.31K
|
8.89K
$212K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
138+ 1.17% |
$3.29K - $3.31K
|
11.9K
$285K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
137+ 1.17% |
$3.27K - $3.29K
|
11.8K
$282K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
129+ 1.17% |
$3.08K - $3.09K
|
11.1K
$266K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
98+ 1.17% |
$2.34K - $2.35K
|
8.48K
$202K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
94New |
$2.24K - $2.25K
|
94
$2.24K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
73+ 0.13% |
$1.74K - $1.75K
|
54.8K
$1.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
62+ 0.28% |
$1.48K - $1.49K
|
21.9K
$523K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
55New |
$1.31K - $1.32K
|
55
$1.31K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
43+ 2.15% |
$1.03K - $1.03K
|
2.04K
$48.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
35+ 0.55% |
$835 - $839
|
6.39K
$153K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 0.26% |
$811 - $815
|
13.2K
$315K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
21New |
$501 - $504
|
21
$501
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
21+ 0.39% |
$501 - $504
|
5.46K
$130K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 0.53% |
$477 - $480
|
3.82K
$91.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11+ 0.36% |
$262 - $264
|
3.08K
$73.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11+ 3.43% |
$262 - $264
|
332
$7.92K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
8+ 17.39% |
$191 - $192
|
54
$1.29K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.19% |
$167 - $168
|
596
$14.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
6New |
$143 - $144
|
6
$143
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.35% |
$23.9 - $24
|
289
$6.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-22- 0.25% |
$525 - $528
|
8.79K
$210K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-42- 1.51% |
$1K - $1.01K
|
2.74K
$65.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
SELL
|
- |
-130- 0.55% |
$3.1K - $3.12K
|
23.4K
$560K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-328- 2.95% |
$7.82K - $7.87K
|
10.8K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-420- 2.14% |
$10K - $10.1K
|
19.2K
$459K
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-521- 2.9% |
$12.4K - $12.5K
|
17.4K
$416K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-606- 5.53% |
$14.5K - $14.5K
|
10.3K
$247K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-683- 0.35% |
$16.3K - $16.4K
|
194K
$4.64M
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-916- 3.28% |
$21.8K - $22K
|
27K
$645K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-973- 5.06% |
$23.2K - $23.3K
|
18.3K
$436K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-990- 1.9% |
$23.6K - $23.7K
|
51K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.02K- 0.23% |
$24.3K - $24.5K
|
435K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.12K- 2.63% |
$26.7K - $26.9K
|
41.6K
$992K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.26K- 1.47% |
$30K - $30.1K
|
84K
$2.01M
|