Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds Dec 2031 Ter (IBTL)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBTL) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2031 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
347K+ 177.08% |
$6.76M - $6.97M
|
542K
$10.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
76.8KNew |
$1.5M - $1.55M
|
76.8K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.6KNew |
$1.28M - $1.32M
|
65.6K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
64.9KNew |
$1.27M - $1.3M
|
64.9K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
38.7K+ 24.24% |
$754K - $777K
|
198K
$3.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36.9KNew |
$719K - $742K
|
36.9K
$738K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35K+ 50.82% |
$683K - $704K
|
104K
$2.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.8KNew |
$640K - $660K
|
32.8K
$657K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27K+ 1509.05% |
$527K - $544K
|
28.8K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
23.2K+ 9.34% |
$452K - $466K
|
271K
$5.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
22K+ 25.76% |
$430K - $443K
|
108K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.5K+ 23.56% |
$361K - $372K
|
97K
$1.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
17.8KNew |
$347K - $358K
|
17.8K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.3KNew |
$337K - $348K
|
17.3K
$346K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 12.35% |
$324K - $334K
|
151K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13.8KNew |
$270K - $278K
|
13.8K
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.7K+ 103.87% |
$249K - $256K
|
25K
$500K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.1K+ 16.76% |
$196K - $202K
|
70K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.24K+ 0.46% |
$141K - $146K
|
1.58M
$31.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.86K+ 8.6% |
$114K - $118K
|
74K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.2K+ 7.32% |
$101K - $105K
|
76.2K
$1.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.1K+ 1457.14% |
$99.5K - $103K
|
5.45K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.06K+ 3.87% |
$79.1K - $81.6K
|
109K
$2.18M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.02K+ 1.19% |
$78.4K - $80.9K
|
342K
$6.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.02K+ 1.19% |
$78.4K - $80.9K
|
342K
$6.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.42K+ 1.03% |
$66.7K - $68.7K
|
334K
$6.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.8K+ 8.38% |
$54.7K - $56.4K
|
36.2K
$725K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.45KNew |
$47.9K - $49.3K
|
2.45K
$49.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.44K+ 286.38% |
$47.6K - $49.1K
|
3.29K
$65.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.44K+ 1.26% |
$28.2K - $29K
|
116K
$2.31M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.4K+ 147.53% |
$27.4K - $28.2K
|
2.35K
$47.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 5.1% |
$23.4K - $24.1K
|
24.7K
$494K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
809+ 3.09% |
$15.8K - $16.3K
|
27K
$540K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
729+ 3.84% |
$14.2K - $14.7K
|
19.7K
$395K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
387+ 0.39% |
$7.55K - $7.78K
|
100K
$2M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
354New |
$6.9K - $7.12K
|
354
$7.08K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
217+ 1.33% |
$4.23K - $4.36K
|
16.6K
$331K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
204+ 1.01% |
$3.98K - $4.1K
|
20.3K
$407K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
21New |
$410 - $422
|
21
$420
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11+ 0.5% |
$215 - $221
|
2.2K
$43.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-50- 0.02% |
$975 - $1.01K
|
301K
$6.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-150- 2.76% |
$2.93K - $3.02K
|
5.28K
$106K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-571- 1.33% |
$11.1K - $11.5K
|
42.4K
$847K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.86K- 3.96% |
$75.2K - $77.5K
|
93.4K
$1.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.1K- 35.89% |
$119K - $123K
|
10.9K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.38K- 16.16% |
$163K - $168K
|
43.5K
$869K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.2K- 39.26% |
$257K - $265K
|
20.4K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.7K- 1.42% |
$463K - $477K
|
1.65M
$33M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-32.6K- 6.1% |
$635K - $655K
|
501K
$10M
|