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 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.35KNew |
$199K - $203K
|
8.35K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.18K+ 48.97% |
$195K - $199K
|
24.9K
$599K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
7.81K+ 29.83% |
$187K - $190K
|
34K
$818K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.55K+ 38.6% |
$180K - $184K
|
27.1K
$652K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
7.55K+ 5.97% |
$180K - $184K
|
134K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
6.84K+ 68.36% |
$163K - $166K
|
16.9K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.82K+ 3.57% |
$163K - $166K
|
198K
$4.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.77K+ 3.03% |
$162K - $165K
|
230K
$5.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.65K+ 4.74% |
$159K - $162K
|
147K
$3.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.6KNew |
$158K - $161K
|
6.6K
$159K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.16K+ 32.06% |
$147K - $150K
|
25.4K
$611K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
6.14K+ 14.31% |
$147K - $149K
|
49.1K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.01K+ 10.67% |
$144K - $146K
|
62.4K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.71K+ 17.39% |
$136K - $139K
|
38.6K
$928K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5.55K+ 10.79% |
$132K - $135K
|
57K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
5.49K+ 18.58% |
$131K - $133K
|
35K
$843K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.32K+ 173.53% |
$127K - $129K
|
8.39K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
5.31K+ 13.12% |
$127K - $129K
|
45.7K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.3K+ 18.66% |
$127K - $129K
|
33.7K
$811K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
5.17K+ 246.66% |
$123K - $126K
|
7.27K
$175K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5.1K+ 11.72% |
$122K - $124K
|
48.6K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.02K+ 1.31% |
$120K - $122K
|
387K
$9.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.86K+ 3.68% |
$116K - $118K
|
137K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.31K+ 2.38% |
$103K - $105K
|
185K
$4.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.19K+ 4.54% |
$100K - $102K
|
96.5K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.07K+ 2.2% |
$97.2K - $99K
|
189K
$4.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.75KNew |
$89.6K - $91.2K
|
3.75K
$90.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.69K+ 9.3% |
$88.1K - $89.8K
|
43.4K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.56K+ 0.73% |
$85K - $86.6K
|
494K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.34K+ 10.29% |
$79.7K - $81.2K
|
35.8K
$861K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.2K+ 6.6% |
$76.5K - $77.9K
|
51.7K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.13K+ 5.83% |
$74.7K - $76.1K
|
56.8K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.01K+ 20.8% |
$71.8K - $73.2K
|
17.5K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.99K+ 10.51% |
$71.5K - $72.8K
|
31.5K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.8K+ 2.17% |
$66.9K - $68.2K
|
132K
$3.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.74K+ 2.2% |
$65.4K - $66.6K
|
127K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.58K+ 15.9% |
$61.5K - $62.6K
|
18.8K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.58K+ 10.94% |
$61.5K - $62.6K
|
26.1K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 6.82% |
$60.5K - $61.6K
|
39.7K
$955K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.4K+ 3.92% |
$57.3K - $58.4K
|
63.7K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.34K+ 4.11% |
$55.9K - $56.9K
|
59.2K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.34K+ 61.88% |
$55.8K - $56.8K
|
6.11K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.25K+ 5.83% |
$53.8K - $54.8K
|
40.9K
$984K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.08K+ 3.33% |
$49.7K - $50.6K
|
64.5K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.01K+ 1.11% |
$47.9K - $48.8K
|
183K
$4.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.01K+ 1.66% |
$47.9K - $48.8K
|
123K
$2.96M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2KNew |
$47.9K - $48.7K
|
2K
$48.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2K+ 239.31% |
$47.8K - $48.7K
|
2.84K
$68.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.97KNew |
$47.1K - $47.9K
|
1.97K
$47.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.76KNew |
$42.1K - $42.8K
|
1.76K
$42.4K
|