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
|
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
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-11.7K- 14.31% |
$280K - $286K
|
70.3K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-12.1K- 1.19% |
$290K - $295K
|
1.01M
$24.3M
|
|
|
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
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.5K- 1.53% |
$417K - $425K
|
1.12M
$27.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-19.6K- 69.84% |
$467K - $476K
|
8.44K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-22.1K- 43.1% |
$528K - $538K
|
29.2K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-26.1K- 7.08% |
$624K - $636K
|
343K
$8.31M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-36.2K- 29.24% |
$864K - $880K
|
87.5K
$2.12M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-36.2K- 29.24% |
$864K - $880K
|
87.5K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42.3K- 10.33% |
$1.01M - $1.03M
|
367K
$8.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-55.5K- 7.18% |
$1.33M - $1.35M
|
718K
$17.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-59.5K- 32.93% |
$1.42M - $1.45M
|
121K
$2.94M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-64.3K- 6.99% |
$1.54M - $1.56M
|
856K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-78.6K- 4.82% |
$1.88M - $1.91M
|
1.55M
$37.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-86.4K- 86.9% |
$2.06M - $2.1M
|
13K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-687K- 35.57% |
$16.4M - $16.7M
|
1.24M
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-967K- 30.97% |
$23.1M - $23.5M
|
2.16M
$52.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.02M- 37.05% |
$48.2M - $49.1M
|
3.43M
$83.1M
|