Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBDS) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
54.4K+ 8.97% |
$1.3M - $1.32M
|
661K
$15.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
52.9KNew |
$1.26M - $1.29M
|
52.9K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
49.7K+ 25.27% |
$1.19M - $1.21M
|
246K
$5.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
49.6K+ 4.73% |
$1.18M - $1.21M
|
1.1M
$26.4M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
49.6KNew |
$1.18M - $1.21M
|
49.6K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
48.7K+ 31.58% |
$1.16M - $1.18M
|
203K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
48.1KNew |
$1.15M - $1.17M
|
48.1K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46.5KNew |
$1.11M - $1.13M
|
46.5K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
46.5K+ 8.48% |
$1.11M - $1.13M
|
595K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46.3K+ 12.59% |
$1.11M - $1.13M
|
414K
$9.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
45.5K+ 17.64% |
$1.09M - $1.11M
|
303K
$7.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
44.8K+ 72.34% |
$1.07M - $1.09M
|
107K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
41.8K+ 34.23% |
$997K - $1.02M
|
164K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
41.3K+ 35.53% |
$987K - $1M
|
158K
$3.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
40.6K+ 34.76% |
$969K - $987K
|
157K
$3.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
39.7KNew |
$948K - $966K
|
39.7K
$955K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.6K+ 6.01% |
$946K - $963K
|
699K
$16.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
38.7K+ 7.73% |
$925K - $942K
|
540K
$13M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37.5K+ 33.05% |
$895K - $911K
|
151K
$3.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
37.2K+ 39.98% |
$888K - $904K
|
130K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
35.3K+ 2.92% |
$843K - $859K
|
1.25M
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.2K+ 11.64% |
$818K - $833K
|
329K
$7.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
34K+ 73.69% |
$812K - $827K
|
80.1K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
31.6K+ 29.3% |
$754K - $768K
|
139K
$3.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
31.4KNew |
$749K - $763K
|
31.4K
$755K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
31.3KNew |
$747K - $761K
|
31.3K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
30.7K+ 18.91% |
$734K - $747K
|
193K
$4.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.6K+ 13.12% |
$732K - $745K
|
264K
$6.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
30.6K+ 5.5% |
$731K - $745K
|
587K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29.9KNew |
$713K - $727K
|
29.9K
$719K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.5K+ 46.92% |
$704K - $717K
|
92.3K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
27.4K+ 70.66% |
$654K - $666K
|
66.1K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
26.8K+ 319.88% |
$640K - $652K
|
35.2K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
26.1KNew |
$623K - $634K
|
26.1K
$627K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.5KNew |
$609K - $620K
|
25.5K
$613K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
24.8K+ 55.66% |
$591K - $602K
|
69.3K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
24KNew |
$573K - $584K
|
24K
$577K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
22.7KNew |
$542K - $552K
|
22.7K
$546K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
22.6K+ 62.38% |
$538K - $548K
|
58.7K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.1K+ 4.48% |
$528K - $538K
|
516K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
22.1K+ 3.96% |
$528K - $537K
|
580K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.5K+ 9.23% |
$514K - $523K
|
255K
$6.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
20.7K+ 2.14% |
$495K - $504K
|
990K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20.3K+ 19.26% |
$485K - $494K
|
126K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
20K+ 33.89% |
$479K - $487K
|
79.2K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.7K+ 15.61% |
$470K - $479K
|
146K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
19.6K+ 26.54% |
$467K - $476K
|
93.3K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
19.4K+ 14.35% |
$463K - $471K
|
155K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 12.78% |
$452K - $460K
|
167K
$4.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
18.5K+ 58.35% |
$441K - $449K
|
50.1K
$1.21M
|