Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBDX) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
756KNew |
$18.5M - $19.5M
|
756K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
331K+ 17.0% |
$8.12M - $8.52M
|
2.28M
$56.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
299KNew |
$7.33M - $7.69M
|
299K
$7.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
110K+ 10.19% |
$2.69M - $2.82M
|
1.19M
$29.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
57.5K+ 48.54% |
$1.41M - $1.48M
|
176K
$4.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
54.4K+ 15.18% |
$1.33M - $1.4M
|
412K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
28.5K+ 1.31% |
$697K - $732K
|
2.2M
$54.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
22K+ 81.53% |
$539K - $565K
|
48.9K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
20.4K+ 190.43% |
$499K - $524K
|
31.1K
$766K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
17K+ 9.87% |
$417K - $438K
|
190K
$4.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
16.5K+ 8.36% |
$404K - $424K
|
214K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16KNew |
$392K - $412K
|
16K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 5.53% |
$369K - $387K
|
288K
$7.09M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
14.1KNew |
$345K - $362K
|
14.1K
$347K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
11.5K+ 75.72% |
$282K - $296K
|
26.7K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.6KNew |
$260K - $273K
|
10.6K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.93K+ 10.14% |
$243K - $255K
|
108K
$2.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
9.62KNew |
$236K - $247K
|
9.62K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.76K+ 67.61% |
$215K - $225K
|
21.7K
$536K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
8.47K+ 58.61% |
$208K - $218K
|
22.9K
$565K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.07K+ 4.04% |
$173K - $182K
|
182K
$4.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.78K+ 17.3% |
$142K - $149K
|
39.2K
$967K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.98K+ 47.16% |
$122K - $128K
|
15.5K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.88K+ 1.25% |
$119K - $125K
|
394K
$9.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.43K+ 4.79% |
$108K - $114K
|
97K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
4K+ 9.76% |
$98K - $103K
|
45K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.71K+ 2.31% |
$66.3K - $69.6K
|
120K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.38K+ 7.9% |
$58.4K - $61.3K
|
32.5K
$802K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.3K+ 6.2% |
$56.4K - $59.2K
|
39.4K
$972K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.2K+ 223.02% |
$53.9K - $56.6K
|
3.19K
$78.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.97K+ 5.24% |
$48.3K - $50.7K
|
39.6K
$977K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.9KNew |
$46.6K - $49K
|
1.9K
$47K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.88K+ 4.44% |
$46K - $48.3K
|
44.1K
$1.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.81K+ 0.44% |
$44.3K - $46.5K
|
411K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.63KNew |
$39.8K - $41.8K
|
1.63K
$40.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.46K+ 1.54% |
$35.7K - $37.5K
|
96K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.12K+ 1.81% |
$27.5K - $28.9K
|
63K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
727+ 0.44% |
$17.8K - $18.7K
|
166K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
720+ 42.99% |
$17.6K - $18.5K
|
2.4K
$59.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
661New |
$16.2K - $17K
|
661
$16.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
395+ 6.56% |
$9.68K - $10.2K
|
6.41K
$158K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
190+ 1.09% |
$4.66K - $4.89K
|
17.6K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-69- 0.14% |
$1.69K - $1.77K
|
48.7K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-415- 4.73% |
$10.2K - $10.7K
|
8.35K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-967- 1.14% |
$23.7K - $24.9K
|
83.7K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.72K- 81.9% |
$42K - $44.1K
|
379
$9.35K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.83K- 1.24% |
$44.7K - $46.9K
|
145K
$3.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.2K- 2.44% |
$78.5K - $82.4K
|
128K
$3.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.05K- 2.64% |
$99.2K - $104K
|
149K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.44K- 9.55% |
$109K - $114K
|
42.1K
$1.04M
|