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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
10.3KNew |
$221K - $225K
|
10.3K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.2K+ 30.87% |
$219K - $223K
|
43.2K
$942K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$217K - $221K
|
10.1K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.66K+ 10.62% |
$208K - $211K
|
101K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.37KNew |
$202K - $205K
|
9.37K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.22K+ 83.23% |
$198K - $202K
|
20.3K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8.17K+ 2.86% |
$176K - $179K
|
294K
$6.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.35K+ 41.72% |
$158K - $161K
|
25K
$545K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
6.95KNew |
$150K - $152K
|
6.95K
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.31K+ 13.24% |
$136K - $138K
|
53.9K
$1.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5.23K+ 35.92% |
$112K - $114K
|
19.8K
$432K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.74K+ 15.98% |
$102K - $104K
|
34.4K
$750K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 17.19% |
$74.4K - $75.7K
|
23.6K
$514K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.17K+ 17.41% |
$68.1K - $69.3K
|
21.4K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.8K+ 5.89% |
$60.2K - $61.2K
|
50.3K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.2K+ 72.03% |
$47.3K - $48.1K
|
5.25K
$114K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.65K+ 1.95% |
$35.4K - $36K
|
86K
$1.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.56K+ 9.51% |
$33.4K - $34K
|
17.9K
$391K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.45KNew |
$31.2K - $31.7K
|
1.45K
$31.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.4K+ 306.35% |
$30.1K - $30.6K
|
1.86K
$40.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.34K+ 1.3% |
$28.9K - $29.4K
|
105K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21KNew |
$26K - $26.5K
|
1.21K
$26.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
889+ 6.69% |
$19.1K - $19.5K
|
14.2K
$309K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
819+ 2.49% |
$17.6K - $17.9K
|
33.8K
$737K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
782New |
$16.8K - $17.1K
|
782
$17.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
596+ 2.46% |
$12.8K - $13K
|
24.9K
$542K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
503+ 4.76% |
$10.8K - $11K
|
11.1K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
477+ 4.55% |
$10.3K - $10.4K
|
11K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
463+ 2.04% |
$9.96K - $10.1K
|
23.2K
$506K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
435+ 0.85% |
$9.36K - $9.52K
|
51.4K
$1.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
258+ 0.93% |
$5.55K - $5.65K
|
28K
$611K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
235+ 3.6% |
$5.05K - $5.14K
|
6.77K
$148K
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
190+ 0.17% |
$4.09K - $4.16K
|
109K
$2.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
186+ 1.01% |
$4K - $4.07K
|
18.6K
$406K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
150+ 1.39% |
$3.23K - $3.28K
|
11K
$239K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
132+ 1.02% |
$2.84K - $2.89K
|
13.1K
$285K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
102New |
$2.19K - $2.23K
|
102
$2.23K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
79New |
$1.7K - $1.73K
|
79
$1.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 1.0% |
$344 - $350
|
1.62K
$35.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16+ 0.06% |
$344 - $350
|
25.9K
$565K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.01% |
$344 - $350
|
139K
$3.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$64.5 - $65.6
|
3.35K
$73.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12- 0.1% |
$258 - $263
|
11.7K
$254K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-241- 5.85% |
$5.18K - $5.27K
|
3.88K
$84.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-470- 35.74% |
$10.1K - $10.3K
|
845
$18.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-622- 3.85% |
$13.4K - $13.6K
|
15.5K
$339K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.19K- 0.49% |
$47.2K - $48K
|
446K
$9.74M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.87K- 1.37% |
$61.6K - $62.7K
|
206K
$4.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.69K- 10.22% |
$79.3K - $80.7K
|
32.4K
$707K
|