Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.51K+ 2.85% |
$87.4K - $89.3K
|
127K
$3.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.16K+ 0.77% |
$78.7K - $80.5K
|
411K
$10.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.1K+ 23.61% |
$77.1K - $78.8K
|
16.2K
$407K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.95K+ 0.81% |
$73.5K - $75.1K
|
366K
$9.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.34K+ 4.98% |
$58.2K - $59.5K
|
49.2K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.31K+ 5.73% |
$57.5K - $58.8K
|
42.6K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.23KNew |
$55.6K - $56.8K
|
2.23K
$56.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.13K+ 12.23% |
$53.2K - $54.4K
|
19.6K
$492K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
2K+ 3.53% |
$49.8K - $50.9K
|
58.6K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.91K+ 6.76% |
$47.5K - $48.5K
|
30.1K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.58K+ 0.55% |
$39.2K - $40.1K
|
286K
$7.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.47K+ 3.57% |
$36.6K - $37.4K
|
42.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.43K+ 4.97% |
$35.7K - $36.5K
|
30.2K
$760K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.39K+ 3.17% |
$34.5K - $35.3K
|
45.1K
$1.13M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 0.52% |
$32K - $32.8K
|
248K
$6.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.18K+ 3.28% |
$29.4K - $30K
|
37.1K
$932K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 1.18% |
$28.5K - $29.1K
|
97.6K
$2.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.12K+ 10.6% |
$27.8K - $28.4K
|
11.6K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
997+ 2.48% |
$24.8K - $25.4K
|
41.3K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
959+ 1.35% |
$23.9K - $24.4K
|
71.8K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
843New |
$21K - $21.5K
|
843
$21.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
702+ 1.0% |
$17.5K - $17.9K
|
71K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
632+ 0.48% |
$15.7K - $16.1K
|
132K
$3.32M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
558+ 3.47% |
$13.9K - $14.2K
|
16.6K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
56+ 0.13% |
$1.4K - $1.43K
|
43.4K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
47+ 0.15% |
$1.17K - $1.2K
|
32K
$805K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.16% |
$648 - $662
|
16.2K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 0.54% |
$99.7 - $102
|
750
$18.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-475- 1.58% |
$11.8K - $12.1K
|
29.6K
$743K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-476- 3.04% |
$11.9K - $12.1K
|
15.2K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-664- 6.23% |
$16.5K - $16.9K
|
10K
$251K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-898- 6.72% |
$22.4K - $22.9K
|
12.5K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-898- 6.47% |
$22.4K - $22.9K
|
13K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-906- 31.02% |
$22.6K - $23.1K
|
2.02K
$50.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.1K- 2.23% |
$27.5K - $28.1K
|
48.5K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.85K- 2.09% |
$46K - $47K
|
86.3K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.87K- 11.37% |
$46.7K - $47.7K
|
14.6K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.91K- 5.72% |
$47.6K - $48.6K
|
31.5K
$791K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.97K- 4.19% |
$49K - $50.1K
|
45K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.98K- 9.25% |
$49.2K - $50.3K
|
19.4K
$487K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.04K- 4.05% |
$50.8K - $51.9K
|
48.2K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.1K- 23.3% |
$52.2K - $53.4K
|
6.9K
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.74K- 16.0% |
$68.3K - $69.8K
|
14.4K
$361K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.05K- 14.28% |
$101K - $103K
|
24.3K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.54K- 28.84% |
$113K - $116K
|
11.2K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.12K- 29.81% |
$127K - $130K
|
12K
$303K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.2K- 29.83% |
$129K - $132K
|
12.2K
$307K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.26K- 4.01% |
$131K - $134K
|
126K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.53K- 4.42% |
$138K - $141K
|
119K
$3M
|