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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
930+ 2.66% |
$23.1K - $23.7K
|
35.9K
$899K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
888+ 5.25% |
$22K - $22.6K
|
17.8K
$445K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
864+ 8.02% |
$21.4K - $22K
|
11.6K
$291K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
785+ 6.88% |
$19.5K - $20K
|
12.2K
$305K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
732+ 0.55% |
$18.2K - $18.7K
|
134K
$3.35M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
724+ 1.36% |
$18K - $18.4K
|
54.1K
$1.36M
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
708+ 1.56% |
$17.6K - $18K
|
46.1K
$1.15M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
702New |
$17.4K - $17.9K
|
702
$17.6K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
658New |
$16.3K - $16.8K
|
658
$16.5K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
528New |
$13.1K - $13.5K
|
528
$13.2K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
518+ 0.9% |
$12.9K - $13.2K
|
57.9K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
514New |
$12.8K - $13.1K
|
514
$12.9K
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
496+ 4.44% |
$12.3K - $12.6K
|
11.7K
$292K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
410+ 1.91% |
$10.2K - $10.4K
|
21.8K
$546K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
336+ 3.13% |
$8.34K - $8.56K
|
11.1K
$277K
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
315+ 1.56% |
$7.82K - $8.03K
|
20.5K
$513K
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
308+ 0.47% |
$7.64K - $7.85K
|
65.8K
$1.65M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
267+ 2.05% |
$6.63K - $6.8K
|
13.3K
$332K
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
229+ 1.56% |
$5.68K - $5.83K
|
14.9K
$373K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
217New |
$5.39K - $5.53K
|
217
$5.43K
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
198+ 1.37% |
$4.91K - $5.05K
|
14.7K
$368K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
136+ 11.34% |
$3.38K - $3.47K
|
1.34K
$33.4K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
126+ 0.8% |
$3.13K - $3.21K
|
15.9K
$397K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
125New |
$3.1K - $3.19K
|
125
$3.13K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
117+ 0.52% |
$2.9K - $2.98K
|
22.8K
$571K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105+ 21.43% |
$2.61K - $2.68K
|
595
$14.9K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79New |
$1.96K - $2.01K
|
79
$1.98K
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
72+ 4.4% |
$1.79K - $1.83K
|
1.71K
$42.8K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
36+ 1.57% |
$894 - $917
|
2.33K
$58.2K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.48% |
$273 - $280
|
754
$18.9K
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
11+ 0.05% |
$273 - $280
|
21.5K
$538K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 1.57% |
$273 - $280
|
713
$17.8K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.26% |
$174 - $178
|
2.71K
$67.8K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6+ 1.47% |
$149 - $153
|
413
$10.3K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$49.6 - $51
|
6.17K
$154K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$24.8 - $25.5
|
27.1K
$678K
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-82- 0.33% |
$2.04K - $2.09K
|
24.8K
$620K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-157- 7.14% |
$3.9K - $4K
|
2.04K
$51.1K
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-176- 0.44% |
$4.37K - $4.48K
|
39.6K
$991K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-314- 2.06% |
$7.79K - $8K
|
14.9K
$374K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-381- 0.77% |
$9.46K - $9.71K
|
48.9K
$1.22M
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-560- 2.64% |
$13.9K - $14.3K
|
20.6K
$516K
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-655- 2.9% |
$16.3K - $16.7K
|
21.9K
$549K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.15K- 4.26% |
$28.6K - $29.4K
|
25.9K
$649K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.26K- 8.71% |
$31.2K - $32K
|
13.2K
$330K
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.39K- 13.93% |
$34.4K - $35.3K
|
8.56K
$214K
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-1.48K- 3.26% |
$36.6K - $37.6K
|
43.8K
$1.1M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.5K- 2.75% |
$37.3K - $38.3K
|
53.2K
$1.33M
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.25K- 20.98% |
$55.9K - $57.4K
|
8.49K
$212K
|