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 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.2K- 16.4% |
$79.3K - $81.4K
|
16.3K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.3K- 9.43% |
$81.9K - $84.1K
|
31.7K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.68K- 5.99% |
$116K - $119K
|
73.4K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.1K- 25.67% |
$127K - $130K
|
14.8K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.12K- 4.0% |
$127K - $130K
|
123K
$3.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.64K- 13.24% |
$140K - $144K
|
37K
$926K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.7K- 4.93% |
$142K - $145K
|
110K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-5.93K- 5.88% |
$147K - $151K
|
94.9K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.1K- 9.83% |
$325K - $334K
|
120K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.1K- 26.42% |
$326K - $334K
|
36.5K
$914K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-16.1K- 37.8% |
$398K - $409K
|
26.4K
$661K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-17.1K- 6.48% |
$423K - $435K
|
246K
$6.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-18.2K- 11.29% |
$451K - $463K
|
143K
$3.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-18.6K- 21.75% |
$463K - $475K
|
67.1K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-21K- 27.26% |
$521K - $535K
|
56K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23.8K- 18.92% |
$592K - $607K
|
102K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-43.8K- 34.23% |
$1.09M - $1.12M
|
84.2K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-50.6K- 85.66% |
$1.26M - $1.29M
|
8.47K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-50.7K- 7.3% |
$1.26M - $1.29M
|
643K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-106K- 8.94% |
$2.64M - $2.71M
|
1.08M
$27.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-191K- 56.04% |
$4.75M - $4.88M
|
150K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-349K- 54.23% |
$8.65M - $8.88M
|
294K
$7.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.26M- 37.7% |
$31.2M - $32M
|
2.08M
$51.9M
|