Purchases and Sales Made in Q2 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
423KNew |
$9.09M - $9.25M
|
423K
$9.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
293K+ 80.8% |
$6.31M - $6.42M
|
657K
$14.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
261K+ 2110.5% |
$5.61M - $5.7M
|
273K
$5.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
154K+ 30.61% |
$3.31M - $3.37M
|
657K
$14.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
129K+ 128.58% |
$2.78M - $2.83M
|
230K
$5.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
129K+ 300.42% |
$2.78M - $2.82M
|
172K
$3.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
127KNew |
$2.74M - $2.79M
|
127K
$2.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
118K+ 24.18% |
$2.53M - $2.58M
|
605K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
94.2K+ 555.58% |
$2.03M - $2.06M
|
111K
$2.42M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
89.7K+ 47.21% |
$1.93M - $1.96M
|
280K
$6.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
78.6K+ 30.14% |
$1.69M - $1.72M
|
339K
$7.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
67.8KNew |
$1.46M - $1.48M
|
67.8K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
64.3K+ 20.58% |
$1.38M - $1.41M
|
377K
$8.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
60.7K+ 34.14% |
$1.31M - $1.33M
|
239K
$5.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.2K+ 7.19% |
$1.29M - $1.32M
|
897K
$19.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
59.3K+ 45.59% |
$1.27M - $1.3M
|
189K
$4.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
54.8KNew |
$1.18M - $1.2M
|
54.8K
$1.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.7K+ 25.79% |
$962K - $978K
|
218K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
44.5K+ 13.64% |
$956K - $973K
|
370K
$8.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
43.3K+ 11.73% |
$931K - $947K
|
412K
$8.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
37.8K+ 104.94% |
$813K - $827K
|
73.8K
$1.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.8K+ 5.27% |
$812K - $826K
|
754K
$16.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34.5K+ 32.71% |
$743K - $755K
|
140K
$3.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.7K+ 10.65% |
$639K - $650K
|
308K
$6.73M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.6K+ 22.66% |
$636K - $647K
|
160K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.6K+ 22.66% |
$636K - $647K
|
160K
$3.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
27.5K+ 3.72% |
$591K - $601K
|
766K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.3K+ 103.27% |
$587K - $597K
|
53.7K
$1.17M
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
26.9K+ 87.64% |
$579K - $589K
|
57.6K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
23.5K+ 57.73% |
$504K - $513K
|
64.1K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
22.7KNew |
$488K - $496K
|
22.7K
$494K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
22.6K+ 35.25% |
$486K - $494K
|
86.7K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.2K+ 1.49% |
$456K - $463K
|
1.45M
$31.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.8K+ 40.89% |
$448K - $456K
|
71.7K
$1.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20.1KNew |
$432K - $440K
|
20.1K
$438K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 33.88% |
$419K - $426K
|
76.9K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
18.6K+ 18.52% |
$401K - $407K
|
119K
$2.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.4KNew |
$395K - $402K
|
18.4K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.3K+ 16.59% |
$394K - $401K
|
129K
$2.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16.4K+ 12.88% |
$353K - $359K
|
144K
$3.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.1K+ 9.65% |
$347K - $352K
|
183K
$3.99M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
15.8KNew |
$339K - $345K
|
15.8K
$344K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.4K+ 9.32% |
$330K - $336K
|
180K
$3.93M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
12.8K+ 1.38% |
$275K - $280K
|
940K
$20.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9K+ 2.2% |
$255K - $260K
|
552K
$12M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8K+ 14.66% |
$253K - $257K
|
92K
$2.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
11.7K+ 29.6% |
$251K - $255K
|
51.1K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.2K+ 43.56% |
$241K - $245K
|
36.9K
$804K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.6KNew |
$229K - $233K
|
10.6K
$232K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.5K+ 25.45% |
$227K - $231K
|
51.9K
$1.13M
|