Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.48K+ 0.69% |
$36.3K - $37.7K
|
214K
$5.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.44K+ 11.61% |
$35.5K - $36.9K
|
13.9K
$344K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.43K+ 3.46% |
$35.1K - $36.5K
|
42.6K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.24K+ 6.22% |
$30.5K - $31.7K
|
21.2K
$526K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.21KNew |
$29.8K - $31K
|
1.21K
$30.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.2KNew |
$29.5K - $30.7K
|
1.2K
$29.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.2KNew |
$29.5K - $30.7K
|
1.2K
$29.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.1K+ 8.21% |
$27.1K - $28.1K
|
14.5K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.09K+ 0.93% |
$26.9K - $28K
|
119K
$2.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
987+ 1.74% |
$24.3K - $25.3K
|
57.6K
$1.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
874+ 2.9% |
$21.5K - $22.4K
|
31K
$769K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
845New |
$20.8K - $21.6K
|
845
$21K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
789+ 14.67% |
$19.4K - $20.2K
|
6.17K
$153K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
712+ 4.81% |
$17.5K - $18.2K
|
15.5K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
604+ 0.39% |
$14.9K - $15.5K
|
155K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
604+ 0.31% |
$14.9K - $15.5K
|
196K
$4.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
590New |
$14.5K - $15.1K
|
590
$14.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
562+ 3.12% |
$13.8K - $14.4K
|
18.6K
$461K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
500+ 10.8% |
$12.3K - $12.8K
|
5.13K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
405+ 25.75% |
$9.97K - $10.4K
|
1.98K
$49.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
402+ 456.82% |
$9.9K - $10.3K
|
490
$12.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
394+ 1.94% |
$9.7K - $10.1K
|
20.8K
$515K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
372+ 0.44% |
$9.16K - $9.52K
|
85.7K
$2.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
319+ 1.71% |
$7.85K - $8.16K
|
19K
$472K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
317+ 0.99% |
$7.8K - $8.11K
|
32.2K
$800K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
299+ 0.3% |
$7.36K - $7.65K
|
99.6K
$2.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
272+ 0.55% |
$6.7K - $6.96K
|
49.3K
$1.22M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
248New |
$6.11K - $6.35K
|
248
$6.16K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
232+ 1.16% |
$5.71K - $5.94K
|
20.2K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
229+ 1.05% |
$5.64K - $5.86K
|
22K
$546K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
222+ 1.74% |
$5.47K - $5.68K
|
13K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
220+ 2.08% |
$5.42K - $5.63K
|
10.8K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
189+ 0.89% |
$4.65K - $4.84K
|
21.5K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
169+ 1.16% |
$4.16K - $4.32K
|
14.7K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
151+ 1.43% |
$3.72K - $3.86K
|
10.7K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
87+ 0.45% |
$2.14K - $2.23K
|
19.6K
$486K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
52+ 0.19% |
$1.28K - $1.33K
|
27.1K
$672K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
43+ 0.2% |
$1.06K - $1.1K
|
21.4K
$532K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
26+ 1.15% |
$640 - $665
|
2.29K
$56.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 0.47% |
$616 - $640
|
5.31K
$132K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22New |
$542 - $563
|
22
$546
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
18+ 1.11% |
$443 - $461
|
1.64K
$40.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.23% |
$222 - $230
|
743
$18.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.74% |
$73.9 - $76.8
|
407
$10.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.08% |
$24.6 - $25.6
|
1.18K
$29.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.08% |
$24.6 - $25.6
|
1.18K
$29.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-15- 0.15% |
$369 - $384
|
9.88K
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-15- 0.03% |
$369 - $384
|
45.8K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-44- 0.03% |
$1.08K - $1.13K
|
133K
$3.31M
|