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 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 0.25% |
$716 - $730
|
12.1K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29+ 0.21% |
$693 - $705
|
13.6K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
21+ 1.44% |
$501 - $511
|
1.48K
$35.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.44% |
$263 - $268
|
773
$18.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 1.49% |
$263 - $268
|
747
$18K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
10+ 0.04% |
$239 - $243
|
22.7K
$547K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.75% |
$167 - $170
|
935
$22.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7+ 0.04% |
$167 - $170
|
15.7K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.25% |
$143 - $146
|
2.44K
$58.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$71.6 - $73
|
6.43K
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-60- 0.67% |
$1.43K - $1.46K
|
8.91K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-110- 0.24% |
$2.63K - $2.68K
|
46.3K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-191- 0.45% |
$4.56K - $4.65K
|
41.9K
$1.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-241- 0.17% |
$5.76K - $5.86K
|
142K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-278- 1.55% |
$6.64K - $6.76K
|
17.7K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-448- 3.87% |
$10.7K - $10.9K
|
11.1K
$267K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-460- 1.41% |
$11K - $11.2K
|
32.1K
$771K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-478- 0.79% |
$11.4K - $11.6K
|
60.4K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-666- 2.5% |
$15.9K - $16.2K
|
26K
$625K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-711- 0.96% |
$17K - $17.3K
|
73.4K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.09K- 0.84% |
$25.9K - $26.4K
|
129K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.46K- 1.16% |
$34.9K - $35.5K
|
125K
$3.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.58K- 5.99% |
$37.7K - $38.4K
|
24.8K
$597K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.6K- 2.95% |
$38.2K - $38.9K
|
52.6K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.75K- 13.91% |
$41.7K - $42.5K
|
10.8K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.06K- 5.68% |
$49.2K - $50.1K
|
34.3K
$824K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.45K- 21.62% |
$58.4K - $59.5K
|
8.87K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.64K- 1.02% |
$62.9K - $64.1K
|
256K
$6.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-3.11K- 7.13% |
$74.2K - $75.6K
|
40.5K
$974K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.25K- 16.17% |
$77.7K - $79.1K
|
16.9K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 3.02% |
$97.5K - $99.3K
|
131K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.99K- 6.86% |
$119K - $121K
|
67.7K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-5.17K- 13.04% |
$123K - $126K
|
34.5K
$830K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.65K- 21.31% |
$159K - $162K
|
24.6K
$591K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.02K- 1.39% |
$168K - $171K
|
499K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.35K- 6.44% |
$175K - $179K
|
107K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.86K- 33.84% |
$188K - $191K
|
15.4K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.14K- 69.57% |
$194K - $198K
|
3.56K
$85.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-9.3K- 49.47% |
$222K - $226K
|
9.5K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.57K- 17.63% |
$229K - $233K
|
44.7K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-10.6K- 2.34% |
$254K - $259K
|
444K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-11.7K- 14.31% |
$280K - $286K
|
70.3K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-12.1K- 1.19% |
$290K - $295K
|
1.01M
$24.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.7K- 22.91% |
$303K - $308K
|
42.7K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.7K- 9.83% |
$326K - $332K
|
125K
$3.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.5K- 1.53% |
$417K - $425K
|
1.12M
$27M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-19.6K- 69.84% |
$467K - $476K
|
8.44K
$203K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-22.1K- 43.1% |
$528K - $538K
|
29.2K
$702K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-26.1K- 7.08% |
$624K - $636K
|
343K
$8.25M
|