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 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-20K- 20.14% |
$477K - $480K
|
79.3K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.3K- 13.53% |
$508K - $511K
|
136K
$3.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-22.2K- 8.78% |
$529K - $532K
|
231K
$5.51M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-25.4K- 11.9% |
$607K - $610K
|
188K
$4.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-27K- 34.6% |
$644K - $648K
|
51.1K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-29K- 56.52% |
$692K - $696K
|
22.3K
$533K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-30.7K- 14.31% |
$733K - $737K
|
184K
$4.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-38.4K- 13.32% |
$916K - $921K
|
250K
$5.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-38.5K- 54.39% |
$919K - $924K
|
32.3K
$772K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-39.9K- 16.68% |
$951K - $956K
|
199K
$4.75M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-44.2K- 45.92% |
$1.06M - $1.06M
|
52.1K
$1.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-46.3K- 57.48% |
$1.1M - $1.11M
|
34.2K
$817K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-47.2K- 38.22% |
$1.12M - $1.13M
|
76.2K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-49.1K- 60.74% |
$1.17M - $1.18M
|
31.7K
$757K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-53.9K- 14.83% |
$1.29M - $1.29M
|
310K
$7.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-55.9K- 19.12% |
$1.33M - $1.34M
|
236K
$5.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-56.4K- 24.3% |
$1.34M - $1.35M
|
176K
$4.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-59.6K- 20.52% |
$1.42M - $1.43M
|
231K
$5.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-62.5K- 16.04% |
$1.49M - $1.5M
|
327K
$7.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-68.9K- 30.6% |
$1.64M - $1.65M
|
156K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-76.3K- 79.51% |
$1.82M - $1.83M
|
19.7K
$469K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-90.4K- 48.94% |
$2.16M - $2.17M
|
94.3K
$2.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-96.9K- 56.77% |
$2.31M - $2.32M
|
73.8K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-105K- 87.09% |
$2.5M - $2.51M
|
15.5K
$370K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-105K- 29.25% |
$2.5M - $2.51M
|
254K
$6.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-106K- 1.98% |
$2.53M - $2.54M
|
5.24M
$125M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-126K- 66.78% |
$3M - $3.02M
|
62.6K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-127K- 40.48% |
$3.02M - $3.04M
|
186K
$4.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-142K- 19.62% |
$3.39M - $3.41M
|
582K
$13.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-159K- 15.41% |
$3.79M - $3.81M
|
872K
$20.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-185K- 51.85% |
$4.4M - $4.43M
|
171K
$4.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-229K- 94.68% |
$5.46M - $5.48M
|
12.9K
$307K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-248K- 13.75% |
$5.91M - $5.95M
|
1.55M
$37.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-254K- 93.64% |
$6.06M - $6.09M
|
17.2K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-275K- 54.81% |
$6.55M - $6.58M
|
226K
$5.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-394K- 58.82% |
$9.41M - $9.46M
|
276K
$6.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-429K- 18.09% |
$10.2M - $10.3M
|
1.94M
$46.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-449K- 92.52% |
$10.7M - $10.8M
|
36.3K
$866K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-677K- 58.17% |
$16.1M - $16.2M
|
487K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-805K- 69.99% |
$19.2M - $19.3M
|
345K
$8.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-881K- 70.83% |
$21M - $21.1M
|
363K
$8.66M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.94M- 98.71% |
$46.3M - $46.6M
|
25.3K
$604K
|