Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBTM) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
103K+ 6.39% |
$2.26M - $2.34M
|
1.72M
$38.2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
97KNew |
$2.12M - $2.2M
|
97K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
71.6K+ 433.29% |
$1.57M - $1.62M
|
88.1K
$1.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
56.8KNew |
$1.24M - $1.29M
|
56.8K
$1.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.9K+ 138.02% |
$1.13M - $1.17M
|
89.5K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
51.8K+ 100.71% |
$1.13M - $1.17M
|
103K
$2.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
45.3K+ 9.71% |
$990K - $1.02M
|
512K
$11.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
42.4K+ 13.51% |
$927K - $960K
|
356K
$7.91M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
31.9K+ 14.36% |
$697K - $721K
|
254K
$5.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23KNew |
$503K - $520K
|
23K
$510K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
19.8K+ 25.95% |
$433K - $448K
|
96K
$2.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.5KNew |
$274K - $284K
|
12.5K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.25K+ 28.88% |
$202K - $209K
|
41.3K
$916K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.82K+ 2.58% |
$193K - $200K
|
350K
$7.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5K+ 578.7% |
$109K - $113K
|
5.86K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.22K+ 1.93% |
$70.3K - $72.9K
|
170K
$3.76M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
2.98K+ 1.6% |
$65.2K - $67.6K
|
190K
$4.21M
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
2.89K+ 7.76% |
$63.2K - $65.5K
|
40.2K
$891K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.6K+ 8.79% |
$56.7K - $58.8K
|
32.1K
$713K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.18KNew |
$47.7K - $49.4K
|
2.18K
$48.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2K+ 7.96% |
$43.7K - $45.2K
|
27.1K
$601K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.28K+ 1.26% |
$28K - $29K
|
103K
$2.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.12KNew |
$24.5K - $25.4K
|
1.12K
$24.9K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
892+ 0.29% |
$19.5K - $20.2K
|
313K
$6.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
892+ 0.29% |
$19.5K - $20.2K
|
313K
$6.96M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
720+ 3.18% |
$15.7K - $16.3K
|
23.4K
$519K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
621+ 73.49% |
$13.6K - $14.1K
|
1.47K
$32.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
482+ 36.1% |
$10.5K - $10.9K
|
1.82K
$40.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
347+ 0.39% |
$7.59K - $7.86K
|
89K
$1.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
311New |
$6.8K - $7.04K
|
311
$6.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
195+ 4.67% |
$4.26K - $4.41K
|
4.37K
$97K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
195+ 1.34% |
$4.26K - $4.41K
|
14.7K
$327K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
182+ 1.01% |
$3.98K - $4.12K
|
18.2K
$403K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
130+ 0.7% |
$2.84K - $2.94K
|
18.7K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
127+ 0.27% |
$2.78K - $2.88K
|
47.4K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
84New |
$1.84K - $1.9K
|
84
$1.86K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-150- 3.12% |
$3.28K - $3.4K
|
4.65K
$103K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-990- 0.23% |
$21.6K - $22.4K
|
430K
$9.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.47K- 7.89% |
$32.2K - $33.3K
|
17.2K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.66K- 10.84% |
$58.1K - $60.2K
|
21.9K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.8K- 14.92% |
$105K - $109K
|
27.3K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-6.5K- 41.0% |
$142K - $147K
|
9.35K
$208K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.77K- 21.07% |
$148K - $153K
|
25.4K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.93K- 4.81% |
$152K - $157K
|
137K
$3.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-12.4K- 35.76% |
$271K - $280K
|
22.2K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-36.4K- 2.49% |
$797K - $825K
|
1.43M
$31.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-51.5K- 60.12% |
$1.13M - $1.17M
|
34.2K
$758K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-60.7K- 38.63% |
$1.33M - $1.37M
|
96.4K
$2.14M
|