Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2030 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
126KNew |
$2.37M - $2.44M
|
126K
$2.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
96.4K+ 37.95% |
$1.82M - $1.87M
|
350K
$6.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.3KNew |
$1.78M - $1.83M
|
94.3K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
74.5K+ 124.9% |
$1.41M - $1.44M
|
134K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
69.3K+ 34.53% |
$1.31M - $1.34M
|
270K
$5.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
67.2KNew |
$1.27M - $1.3M
|
67.2K
$1.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
61.9KNew |
$1.17M - $1.2M
|
61.9K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.8K+ 14.19% |
$939K - $965K
|
401K
$7.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
43.8K+ 54.82% |
$827K - $849K
|
124K
$2.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
42.4K+ 81.96% |
$800K - $822K
|
94.2K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.1K+ 6.81% |
$756K - $777K
|
628K
$12.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37.8K+ 121.22% |
$713K - $733K
|
69K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.4K+ 6.2% |
$574K - $590K
|
521K
$10.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.6K+ 14.22% |
$408K - $419K
|
174K
$3.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
21.1K+ 19.32% |
$398K - $409K
|
130K
$2.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
20.3K+ 120.36% |
$384K - $394K
|
37.2K
$727K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15.1K+ 144.48% |
$286K - $294K
|
25.6K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
14.3KNew |
$270K - $277K
|
14.3K
$279K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3KNew |
$252K - $258K
|
13.3K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
13.2K+ 4.96% |
$249K - $256K
|
280K
$5.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4K+ 26.69% |
$234K - $240K
|
58.9K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
12KNew |
$226K - $232K
|
12K
$234K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.46K+ 6.45% |
$178K - $183K
|
156K
$3.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
9.2K+ 33.64% |
$174K - $178K
|
36.6K
$713K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.88K+ 22.23% |
$167K - $172K
|
48.8K
$953K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
8.58K+ 0.9% |
$162K - $166K
|
961K
$18.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
6.91K+ 1.3% |
$130K - $134K
|
540K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.7K+ 9.88% |
$126K - $130K
|
74.5K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.23K+ 9.39% |
$118K - $121K
|
72.6K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.97K+ 29.47% |
$93.8K - $96.4K
|
21.9K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.21K+ 3.99% |
$79.4K - $81.6K
|
110K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.1K+ 3.67% |
$77.3K - $79.5K
|
116K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.94K+ 17.73% |
$74.4K - $76.4K
|
26.2K
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.63K+ 30.94% |
$68.4K - $70.3K
|
15.4K
$300K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.54KNew |
$47.9K - $49.3K
|
2.54K
$49.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.46K+ 0.98% |
$46.4K - $47.7K
|
254K
$4.96M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 18.0% |
$37.3K - $38.3K
|
13K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.59KNew |
$30K - $30.9K
|
1.59K
$31.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 1.27% |
$28.4K - $29.2K
|
120K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.37K+ 1.24% |
$25.9K - $26.6K
|
112K
$2.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.34K+ 9.18% |
$25.3K - $25.9K
|
15.9K
$311K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1.33K+ 10.77% |
$25K - $25.7K
|
13.6K
$266K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.25KNew |
$23.6K - $24.2K
|
1.25K
$24.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.05K+ 1.42% |
$19.7K - $20.3K
|
74.7K
$1.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
970+ 1.93% |
$18.3K - $18.8K
|
51.1K
$998K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
961New |
$18.1K - $18.6K
|
961
$18.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
733+ 7.52% |
$13.8K - $14.2K
|
10.5K
$204K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
524+ 2.12% |
$9.88K - $10.2K
|
25.2K
$492K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
428+ 0.41% |
$8.07K - $8.29K
|
105K
$2.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
390+ 2.52% |
$7.36K - $7.56K
|
15.8K
$309K
|