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 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.38K- 2.13% |
$32.9K - $33.1K
|
63.3K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.51K- 0.97% |
$36.1K - $36.3K
|
155K
$3.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.6K- 0.79% |
$38.1K - $38.3K
|
202K
$4.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 18.18% |
$38.2K - $38.4K
|
7.2K
$172K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 6.83% |
$39.9K - $40.2K
|
22.8K
$545K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.87K- 2.46% |
$44.6K - $44.9K
|
74K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.26K- 15.16% |
$54K - $54.3K
|
12.7K
$302K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.38K- 0.27% |
$56.8K - $57.1K
|
866K
$20.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.5K- 20.95% |
$59.6K - $60K
|
9.44K
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-2.52K- 2.72% |
$60K - $60.4K
|
89.9K
$2.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-2.99K- 3.25% |
$71.3K - $71.7K
|
88.9K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.11K- 18.39% |
$74.1K - $74.5K
|
13.8K
$329K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.22K- 2.91% |
$76.7K - $77.1K
|
107K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 25.71% |
$79.6K - $80K
|
9.64K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.47K- 3.22% |
$82.6K - $83.1K
|
104K
$2.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.86K- 16.21% |
$92.2K - $92.7K
|
20K
$477K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-4.45K- 3.19% |
$106K - $107K
|
135K
$3.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-4.47K- 15.5% |
$107K - $107K
|
24.4K
$582K
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-4.5K- 14.18% |
$107K - $108K
|
27.2K
$650K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.56K- 1.28% |
$109K - $109K
|
351K
$8.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-4.81K- 25.05% |
$115K - $115K
|
14.4K
$343K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.09K- 3.74% |
$121K - $122K
|
131K
$3.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.25K- 38.44% |
$125K - $126K
|
8.4K
$201K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.4K- 11.65% |
$129K - $129K
|
40.9K
$977K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.59K- 9.84% |
$133K - $134K
|
51.2K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.74K- 8.21% |
$137K - $138K
|
64.2K
$1.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-6.01K- 32.49% |
$143K - $144K
|
12.5K
$298K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
SELL
|
- |
-6.24K- 33.41% |
$149K - $150K
|
12.4K
$297K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.27K- 24.86% |
$149K - $150K
|
18.9K
$452K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-6.38K- 8.31% |
$152K - $153K
|
70.4K
$1.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.48K- 0.71% |
$154K - $155K
|
909K
$21.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.91K- 0.56% |
$165K - $166K
|
1.24M
$29.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-7.39K- 69.81% |
$176K - $177K
|
3.2K
$76.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-8.27K- 4.21% |
$197K - $198K
|
188K
$4.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.36K- 2.56% |
$223K - $224K
|
356K
$8.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.5K- 11.72% |
$227K - $228K
|
71.5K
$1.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-9.65K- 10.75% |
$230K - $231K
|
80.1K
$1.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-9.93K- 25.98% |
$237K - $238K
|
28.3K
$675K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.1K- 10.93% |
$265K - $267K
|
90.6K
$2.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-11.2K- 2.75% |
$268K - $269K
|
398K
$9.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-13.2K- 19.92% |
$315K - $316K
|
53K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-13.3K- 29.02% |
$317K - $319K
|
32.5K
$776K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.6K- 37.0% |
$324K - $326K
|
23.1K
$552K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-14K- 23.18% |
$334K - $336K
|
46.4K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.2K- 5.86% |
$338K - $340K
|
227K
$5.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.3K- 2.69% |
$341K - $343K
|
518K
$12.4M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-15.7K- 17.27% |
$376K - $378K
|
75.4K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.5K- 2.09% |
$393K - $395K
|
771K
$18.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-17.9K- 25.82% |
$427K - $429K
|
51.4K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-19.1K- 99.86% |
$455K - $457K
|
27
$644
|