Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
48.2K+ 4.53% |
$1.2M - $1.23M
|
1.11M
$28.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
45.8K+ 24.04% |
$1.14M - $1.17M
|
236K
$5.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
45.5K+ 72.9% |
$1.13M - $1.16M
|
108K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45K+ 25.79% |
$1.12M - $1.15M
|
220K
$5.55M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.7K+ 157.67% |
$1.06M - $1.09M
|
69.8K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.5K+ 50.1% |
$1.05M - $1.08M
|
127K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
41.8K+ 121.92% |
$1.04M - $1.07M
|
76.1K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
41.6K+ 305.27% |
$1.03M - $1.06M
|
55.3K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.6K+ 21.24% |
$1.03M - $1.06M
|
237K
$5.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
40.8K+ 39.7% |
$1.01M - $1.04M
|
144K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
39.6K+ 35.16% |
$982K - $1.01M
|
152K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
39.2KNew |
$972K - $998K
|
39.2K
$989K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38.1K+ 13.42% |
$947K - $972K
|
322K
$8.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
38.1KNew |
$945K - $970K
|
38.1K
$962K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
37.9K+ 38.05% |
$941K - $966K
|
137K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.5KNew |
$932K - $957K
|
37.5K
$948K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
35.7K+ 200.47% |
$885K - $908K
|
53.4K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35.2K+ 342.32% |
$874K - $897K
|
45.5K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.2K+ 15.62% |
$849K - $871K
|
253K
$6.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
32.9K+ 378.16% |
$817K - $838K
|
41.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.8KNew |
$813K - $835K
|
32.8K
$828K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
32.5K+ 2.88% |
$806K - $828K
|
1.16M
$29.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
32.1K+ 27.29% |
$798K - $819K
|
150K
$3.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
32.1K+ 18.06% |
$797K - $818K
|
210K
$5.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
30.5K+ 3.73% |
$758K - $778K
|
850K
$21.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.9K+ 143.99% |
$742K - $761K
|
50.6K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
29.8K+ 309.24% |
$739K - $759K
|
39.4K
$996K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
29.2K+ 61.12% |
$724K - $743K
|
76.9K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
28.6KNew |
$710K - $729K
|
28.6K
$723K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
28.1K+ 40.82% |
$696K - $715K
|
96.8K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
27.4K+ 2.59% |
$680K - $698K
|
1.09M
$27.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
27.2K+ 9.32% |
$675K - $693K
|
319K
$8.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
26.6K+ 9.5% |
$660K - $678K
|
307K
$7.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
26.3K+ 69.77% |
$653K - $671K
|
64K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.2K+ 3.83% |
$649K - $667K
|
710K
$17.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
26K+ 2.82% |
$646K - $663K
|
948K
$23.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
24.1K+ 2.67% |
$599K - $615K
|
929K
$23.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23K+ 21.39% |
$570K - $585K
|
130K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
22.9K+ 7.44% |
$569K - $584K
|
331K
$8.36M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
22.9K+ 60.3% |
$568K - $583K
|
60.8K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
22.4K+ 60.99% |
$555K - $570K
|
59K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.3K+ 27.13% |
$554K - $569K
|
105K
$2.64M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21.8K+ 21.39% |
$542K - $556K
|
124K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
21.8KNew |
$540K - $554K
|
21.8K
$550K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
21.7K+ 110.74% |
$537K - $552K
|
41.2K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.5K+ 7.87% |
$534K - $548K
|
295K
$7.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
21.4K+ 3.95% |
$532K - $546K
|
564K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20.8K+ 2551.41% |
$516K - $530K
|
21.6K
$546K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.5K+ 25.56% |
$484K - $496K
|
95.7K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
19.4K+ 14.35% |
$481K - $494K
|
155K
$3.9M
|