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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
20K+ 33.89% |
$479K - $487K
|
79.2K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.7K+ 15.61% |
$470K - $479K
|
146K
$3.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
19.6K+ 26.54% |
$467K - $476K
|
93.3K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
19.4K+ 14.35% |
$463K - $471K
|
155K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 12.78% |
$452K - $460K
|
167K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
18.5K+ 58.35% |
$441K - $449K
|
50.1K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
18.4K+ 23.5% |
$440K - $448K
|
96.9K
$2.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
18K+ 6.16% |
$430K - $438K
|
310K
$7.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
17.7K+ 5.51% |
$423K - $431K
|
339K
$8.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
17.6KNew |
$420K - $428K
|
17.6K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
17.5K+ 5.05% |
$418K - $425K
|
364K
$8.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16K+ 29.66% |
$383K - $390K
|
70.2K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.8K+ 16.07% |
$376K - $383K
|
114K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
15.6K+ 7.49% |
$373K - $379K
|
224K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.6K+ 20.27% |
$372K - $379K
|
92.5K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15KNew |
$358K - $365K
|
15K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
14.7K+ 18.51% |
$352K - $358K
|
94.3K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
14.4K+ 10.41% |
$343K - $349K
|
152K
$3.69M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$340K - $346K
|
14.2K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
13.7K+ 24.33% |
$327K - $333K
|
70.1K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
13.7K+ 39.1% |
$327K - $333K
|
48.6K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$322K - $328K
|
13.5K
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.4K+ 1151.21% |
$319K - $325K
|
14.5K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
13.3K+ 143.39% |
$318K - $324K
|
22.6K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
13.3KNew |
$318K - $324K
|
13.3K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
13.2KNew |
$314K - $320K
|
13.2K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.9K+ 147.46% |
$308K - $313K
|
21.6K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.8K+ 8.92% |
$305K - $310K
|
156K
$3.77M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
12.6KNew |
$301K - $306K
|
12.6K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
12.4KNew |
$296K - $301K
|
12.4K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12.4K+ 32.11% |
$296K - $301K
|
51K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.3K+ 13.71% |
$293K - $298K
|
102K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.9K+ 102.07% |
$285K - $290K
|
23.6K
$572K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
11.5K+ 6.21% |
$275K - $280K
|
197K
$4.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.4KNew |
$272K - $277K
|
11.4K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.2K+ 2.19% |
$267K - $272K
|
521K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
11.2K+ 4.69% |
$267K - $272K
|
249K
$6.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10.9K+ 42.09% |
$260K - $265K
|
36.8K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
10.8K+ 10.33% |
$258K - $263K
|
115K
$2.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
10.7K+ 64.07% |
$256K - $260K
|
27.4K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
10.7KNew |
$254K - $259K
|
10.7K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.6K+ 11.97% |
$254K - $259K
|
99.4K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.3KNew |
$247K - $252K
|
10.3K
$250K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.3K+ 5.01% |
$245K - $249K
|
215K
$5.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10K+ 45.5% |
$239K - $243K
|
32K
$774K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.98K+ 6.58% |
$238K - $243K
|
162K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.7K+ 88.16% |
$232K - $236K
|
20.7K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9.49K+ 8.96% |
$227K - $231K
|
115K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.46K+ 4.62% |
$226K - $230K
|
214K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.37K+ 17.47% |
$224K - $228K
|
63K
$1.52M
|