Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.3K+ 2.97% |
$78K - $78.5K
|
114K
$2.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.19K+ 20.42% |
$75.5K - $76K
|
18.8K
$447K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.11K+ 9.34% |
$73.6K - $74.1K
|
36.4K
$865K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.03K+ 15.28% |
$71.8K - $72.3K
|
22.9K
$544K
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3K+ 4.13% |
$71K - $71.5K
|
75.6K
$1.8M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3K+ 4.13% |
$71K - $71.5K
|
75.6K
$1.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.97K+ 14.19% |
$70.3K - $70.8K
|
23.9K
$568K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.93K+ 4.91% |
$69.3K - $69.8K
|
62.6K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.89K+ 13.06% |
$68.3K - $68.7K
|
25K
$593K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.83K+ 1.26% |
$66.9K - $67.3K
|
227K
$5.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.76K+ 0.69% |
$65.2K - $65.6K
|
400K
$9.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.74K+ 2.09% |
$64.8K - $65.3K
|
134K
$3.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
2.66K+ 0.84% |
$62.9K - $63.3K
|
318K
$7.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.48K+ 292.8% |
$58.7K - $59.1K
|
3.33K
$79K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.38K+ 0.1% |
$56.2K - $56.6K
|
2.37M
$56.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.36KNew |
$55.9K - $56.3K
|
2.36K
$56.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.36K+ 6.76% |
$55.8K - $56.2K
|
37.3K
$886K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.31K+ 63.82% |
$54.6K - $55K
|
5.93K
$141K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.23K+ 2.48% |
$52.7K - $53.1K
|
92K
$2.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 23.17% |
$52.6K - $53K
|
11.8K
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.18K+ 20.22% |
$51.6K - $52K
|
13K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.17K+ 0.56% |
$51.4K - $51.8K
|
390K
$9.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.14K+ 30.74% |
$50.6K - $51K
|
9.11K
$216K
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.14K+ 0.74% |
$50.5K - $50.9K
|
292K
$6.93M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.01K+ 1.52% |
$47.6K - $47.9K
|
134K
$3.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2K+ 9.5% |
$47.3K - $47.7K
|
23.1K
$548K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.97K+ 1.22% |
$46.6K - $46.9K
|
164K
$3.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.83K+ 1.86% |
$43.3K - $43.6K
|
100K
$2.38M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.83K+ 182.5% |
$43.2K - $43.5K
|
2.83K
$67.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.78K+ 0.65% |
$42.1K - $42.4K
|
274K
$6.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.77K+ 11.35% |
$41.9K - $42.2K
|
17.4K
$413K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.72K+ 2.9% |
$40.7K - $41K
|
61.1K
$1.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.69K+ 2.11% |
$40K - $40.3K
|
81.7K
$1.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.57K+ 3.23% |
$37.1K - $37.3K
|
50.2K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.54K+ 1.0% |
$36.4K - $36.6K
|
155K
$3.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.5K+ 0.57% |
$35.5K - $35.7K
|
267K
$6.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
1.45K+ 5.52% |
$34.2K - $34.5K
|
27.7K
$657K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.43K+ 9.4% |
$33.7K - $34K
|
16.6K
$395K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.41K+ 9.95% |
$33.2K - $33.5K
|
15.5K
$369K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 0.63% |
$32K - $32.3K
|
218K
$5.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.35K+ 3.6% |
$31.8K - $32.1K
|
38.8K
$920K
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.24K+ 10.73% |
$29.3K - $29.5K
|
12.8K
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.23K+ 10.96% |
$29.1K - $29.3K
|
12.5K
$296K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.22K+ 1.65% |
$28.7K - $28.9K
|
74.9K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.22K+ 1.65% |
$28.7K - $28.9K
|
74.9K
$1.78M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.12KNew |
$26.4K - $26.6K
|
1.12K
$26.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
1.1K+ 2.84% |
$26K - $26.2K
|
39.9K
$947K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1KNew |
$23.7K - $23.8K
|
1K
$23.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
907+ 0.51% |
$21.5K - $21.6K
|
178K
$4.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
841+ 5.39% |
$19.9K - $20K
|
16.5K
$391K
|