Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-396- 0.72% |
$9.78K - $9.96K
|
54.5K
$1.36M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-432- 0.95% |
$10.7K - $10.9K
|
44.9K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-667- 1.79% |
$16.5K - $16.8K
|
36.6K
$912K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-764- 1.48% |
$18.9K - $19.2K
|
50.9K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-806- 33.88% |
$19.9K - $20.3K
|
1.57K
$39.2K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-826- 0.26% |
$20.4K - $20.8K
|
312K
$7.77M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1K- 0.71% |
$24.8K - $25.2K
|
140K
$3.47M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.2K- 4.38% |
$29.5K - $30.1K
|
26.1K
$651K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.2K- 1.31% |
$29.6K - $30.2K
|
90.6K
$2.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-1.36K- 13.25% |
$33.6K - $34.2K
|
8.91K
$222K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.86K- 8.12% |
$45.9K - $46.7K
|
21K
$523K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.87K- 5.44% |
$46K - $46.9K
|
32.4K
$806K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3K- 11.59% |
$74K - $75.3K
|
22.9K
$569K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.78K- 15.42% |
$93.4K - $95.1K
|
20.7K
$516K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-3.79K- 2.89% |
$93.5K - $95.2K
|
127K
$3.16M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.84K- 0.73% |
$119K - $122K
|
656K
$16.3M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.91K- 0.96% |
$146K - $149K
|
607K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.08K- 4.86% |
$175K - $178K
|
139K
$3.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-7.13K- 14.29% |
$176K - $179K
|
42.8K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-7.68K- 11.34% |
$190K - $193K
|
60K
$1.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.26K- 25.78% |
$204K - $208K
|
23.8K
$592K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-18.2K- 13.27% |
$449K - $457K
|
119K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.8K- 27.22% |
$586K - $597K
|
63.5K
$1.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-38.6K- 34.64% |
$952K - $970K
|
72.8K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.7K- 33.27% |
$979K - $997K
|
79.5K
$1.98M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-92.7K- 27.36% |
$2.29M - $2.33M
|
246K
$6.13M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-351K- 80.04% |
$8.66M - $8.82M
|
87.5K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-351K- 61.64% |
$8.67M - $8.83M
|
219K
$5.44M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-368K- 13.26% |
$9.1M - $9.26M
|
2.41M
$60M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-370K- 37.58% |
$9.14M - $9.31M
|
615K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-372K- 17.04% |
$9.17M - $9.34M
|
1.81M
$45M
|