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 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.76K+ 1.71% |
$42K - $42.7K
|
104K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.63K+ 0.69% |
$38.9K - $39.6K
|
239K
$5.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.56K+ 9.45% |
$37.3K - $38K
|
18.1K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.47K+ 12.76% |
$35K - $35.7K
|
13K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.47K+ 10.18% |
$35K - $35.7K
|
15.9K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.44K+ 2.87% |
$34.4K - $35K
|
51.6K
$1.24M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.37K+ 0.83% |
$32.7K - $33.3K
|
165K
$3.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.29K+ 13.03% |
$30.7K - $31.3K
|
11.1K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.26K+ 2.36% |
$30K - $30.5K
|
54.4K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.25KNew |
$29.7K - $30.3K
|
1.25K
$30K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.2KNew |
$28.7K - $29.2K
|
1.2K
$28.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.18K+ 6.07% |
$28.2K - $28.7K
|
20.7K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.16K+ 29.79% |
$27.7K - $28.3K
|
5.06K
$122K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.11K+ 1.87% |
$26.4K - $26.9K
|
60.1K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 2.73% |
$25.7K - $26.2K
|
40.6K
$976K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 2.02% |
$24.8K - $25.3K
|
52.6K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
987+ 11.99% |
$23.6K - $24K
|
9.22K
$222K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
941+ 12.22% |
$22.5K - $22.9K
|
8.64K
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
936+ 1.48% |
$22.4K - $22.8K
|
64K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
874New |
$20.9K - $21.3K
|
874
$21K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
866+ 4.32% |
$20.7K - $21.1K
|
20.9K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
807+ 8.84% |
$19.3K - $19.6K
|
9.93K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
769+ 1.23% |
$18.4K - $18.7K
|
63.3K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
736New |
$17.6K - $17.9K
|
736
$17.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
719+ 28.84% |
$17.2K - $17.5K
|
3.21K
$77.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
718New |
$17.1K - $17.5K
|
718
$17.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
714+ 1.61% |
$17.1K - $17.4K
|
45K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
670New |
$16K - $16.3K
|
670
$16.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
628New |
$15K - $15.3K
|
628
$15.1K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
597+ 10.99% |
$14.3K - $14.5K
|
6.03K
$145K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
549New |
$13.1K - $13.4K
|
549
$13.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
500+ 2.28% |
$11.9K - $12.2K
|
22.4K
$539K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
489+ 2.23% |
$11.7K - $11.9K
|
22.4K
$539K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
455+ 0.57% |
$10.9K - $11.1K
|
80.9K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
454+ 0.49% |
$10.8K - $11K
|
93K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
420New |
$10K - $10.2K
|
420
$10.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
418+ 4.59% |
$9.98K - $10.2K
|
9.53K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
343+ 34.79% |
$8.19K - $8.34K
|
1.33K
$32K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
328+ 2.4% |
$7.83K - $7.98K
|
14K
$337K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
312+ 1.49% |
$7.45K - $7.59K
|
21.3K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
227+ 1.48% |
$5.42K - $5.52K
|
15.5K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
220New |
$5.25K - $5.35K
|
220
$5.29K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
219+ 2.51% |
$5.23K - $5.33K
|
8.94K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
207+ 1.84% |
$4.94K - $5.03K
|
11.5K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
176+ 1.49% |
$4.2K - $4.28K
|
12K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
162New |
$3.87K - $3.94K
|
162
$3.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
137+ 0.18% |
$3.27K - $3.33K
|
74.6K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
121+ 0.51% |
$2.89K - $2.94K
|
23.9K
$575K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
55+ 1.49% |
$1.31K - $1.34K
|
3.74K
$89.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43+ 0.77% |
$1.03K - $1.05K
|
5.62K
$135K
|