Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)

IBDT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q2 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
Jul 11, 2024 Q2 2024
Reliant Wealth Planning

BUY
 -
23.7K
+ 127.05%
$578K - $589K
42.4K $1.05M
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
23.6K
+ 98.06%
$576K - $587K
47.7K $1.19M
Jul 17, 2024 Q2 2024
Northstar Group, Inc.

BUY
 -
23.4K
+ 113.83%
$572K - $583K
44K $1.1M
Aug 09, 2024 Q2 2024
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
22.7K
New
$554K - $564K
22.7K $565K
Jul 25, 2024 Q2 2024
Sigma Investment Counselors Inc

BUY
 -
22.5K
+ 2.23%
$549K - $559K
1.03M $25.7M
Aug 09, 2024 Q2 2024
Wj Wealth Management, LLC

BUY
 -
22.3K
New
$544K - $554K
22.3K $555K
Aug 14, 2024 Q2 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
20.8K
+ 10.21%
$509K - $518K
225K $5.6M
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
20.3K
+ 15.3%
$495K - $504K
153K $3.8M
Aug 06, 2024 Q2 2024
Baker Boyer National Bank

BUY
 -
20.1K
New
$491K - $500K
20.1K $501K
Aug 20, 2024 Q2 2024
Truist Financial Corp

BUY
 -
19.9K
+ 4.79%
$484K - $493K
435K $10.8M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
19.1K
+ 6.21%
$466K - $475K
327K $8.14M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
19.1K
+ 21.88%
$466K - $475K
106K $2.65M
Jul 17, 2024 Q2 2024
Leavell Investment Management, Inc.

BUY
 -
18.7K
+ 50.42%
$456K - $465K
55.8K $1.39M
Aug 06, 2024 Q2 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
18.5K
+ 13.3%
$451K - $459K
157K $3.92M
Jul 31, 2024 Q2 2024
Spinnaker Trust

BUY
 -
18.3K
+ 14.89%
$447K - $455K
141K $3.52M
Aug 02, 2024 Q2 2024
First National Trust CO

BUY
 -
17.3K
+ 67.34%
$423K - $431K
43.1K $1.07M
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
17.2K
+ 9.82%
$418K - $426K
192K $4.77M
Jul 31, 2024 Q2 2024
Valmark Advisers, Inc.

BUY
 -
16.9K
+ 135.91%
$413K - $420K
29.3K $730K
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
16.9K
+ 21.22%
$412K - $419K
96.4K $2.4M
Aug 06, 2024 Q2 2024
Stonebrook Private Inc.

Northville, MI
BUY
 -
16.2K
+ 28.79%
$396K - $404K
72.7K $1.81M
Aug 14, 2024 Q2 2024
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
16.2K
+ 23.99%
$394K - $402K
83.6K $2.08M
Aug 13, 2024 Q2 2024
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
16.1K
New
$393K - $400K
16.1K $401K
Aug 13, 2024 Q2 2024
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
15.9K
New
$388K - $395K
15.9K $396K
Aug 08, 2024 Q2 2024
Wrapmanager Inc

BUY
 -
15.5K
+ 15.23%
$379K - $386K
117K $2.92M
Jul 23, 2024 Q2 2024
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
15.1K
+ 15.22%
$369K - $376K
115K $2.85M
Aug 05, 2024 Q2 2024
Central Trust CO

Jefferson City, MO
BUY
 -
14.5K
+ 6.53%
$353K - $359K
236K $5.88M
Jul 30, 2024 Q2 2024
Arrow Financial Corp

BUY
 -
14.3K
+ 2.77%
$350K - $356K
531K $13.2M
Aug 08, 2024 Q2 2024
Executive Wealth Management, LLC

BUY
 -
14K
+ 76.57%
$342K - $348K
32.3K $804K
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
14K
+ 24.59%
$341K - $347K
70.7K $1.76M
Aug 09, 2024 Q2 2024
Forvis Wealth Advisors, LLC

BUY
 -
13.2K
New
$321K - $327K
13.2K $328K
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
13.2K
+ 2.14%
$321K - $327K
628K $15.6M
Jul 31, 2024 Q2 2024
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
12.7K
+ 11.54%
$310K - $316K
123K $3.06M
Aug 02, 2024 Q2 2024
Sightline Wealth Advisors, LLC

BUY
 -
12.4K
New
$303K - $309K
12.4K $309K
Jul 17, 2024 Q2 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
12.2K
+ 33.81%
$299K - $304K
48.4K $1.21M
Jul 17, 2024 Q2 2024
Montecito Bank & Trust

BUY
 -
12.1K
+ 79.23%
$296K - $302K
27.5K $683K
Aug 15, 2024 Q2 2024
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
11.5K
+ 4.46%
$281K - $286K
270K $6.71M
Jul 19, 2024 Q2 2024
Ironwood Financial, LLC

BUY
 -
11.4K
+ 27.67%
$278K - $283K
52.6K $1.31M
Aug 15, 2024 Q2 2024
Straight Path Wealth Management

BUY
 -
11.4K
New
$277K - $282K
11.4K $283K
Aug 01, 2024 Q2 2024
Mv Capital Management, Inc.

BUY
 -
10.7K
+ 2.14%
$262K - $267K
513K $12.8M
Jul 31, 2024 Q2 2024
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
10.7K
+ 7.04%
$262K - $267K
163K $4.06M
Aug 14, 2024 Q2 2024
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
10.4K
New
$253K - $258K
10.4K $258K
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
10.3K
+ 47.15%
$252K - $257K
32.3K $803K
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
10.3K
New
$251K - $256K
10.3K $256K
Jul 12, 2024 Q2 2024
Austin Private Wealth, LLC

BUY
 -
10.1K
+ 44.68%
$247K - $251K
32.7K $815K
Jul 15, 2024 Q2 2024
Pfg Private Wealth Management, LLC

BUY
 -
10K
+ 3.81%
$245K - $249K
273K $6.8M
Jul 22, 2024 Q2 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
9.93K
+ 89.79%
$242K - $247K
21K $523K
Jul 23, 2024 Q2 2024
Fortis Capital Management LLC

BUY
 -
9.76K
+ 16.25%
$238K - $243K
69.8K $1.74M
Jul 29, 2024 Q2 2024
4 Thought Financial Group Inc.

BUY
 -
9.09K
+ 6.77%
$222K - $226K
143K $3.57M
Aug 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
8.87K
+ 59.93%
$216K - $221K
23.7K $589K

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