Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
110K+ 30574.37% |
$2.9M - $2.93M
|
110K
$2.93M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
107KNew |
$2.82M - $2.84M
|
107K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
90.9KNew |
$2.4M - $2.42M
|
90.9K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.3K+ 41.79% |
$1.67M - $1.69M
|
215K
$5.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
48.2K+ 22.86% |
$1.27M - $1.29M
|
259K
$6.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42K+ 162.27% |
$1.11M - $1.12M
|
67.8K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.6K+ 4.6% |
$1.02M - $1.03M
|
877K
$23.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
33.8KNew |
$892K - $900K
|
33.8K
$900K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
32.5K+ 12.7% |
$859K - $867K
|
288K
$7.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.9K+ 2.89% |
$737K - $744K
|
994K
$26.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.2K+ 18.46% |
$586K - $591K
|
142K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.5K+ 113.17% |
$567K - $573K
|
40.4K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.2K+ 39.33% |
$506K - $511K
|
67.9K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.9KNew |
$500K - $504K
|
18.9K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.7K+ 7.58% |
$493K - $498K
|
265K
$7.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7K+ 49.33% |
$468K - $472K
|
53.6K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.3K+ 6.57% |
$458K - $462K
|
281K
$7.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.5K+ 11.54% |
$436K - $440K
|
159K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.1K+ 5.87% |
$424K - $428K
|
290K
$7.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
15.7K+ 2.33% |
$415K - $419K
|
689K
$18.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 13.32% |
$350K - $353K
|
113K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.6KNew |
$305K - $308K
|
11.6K
$308K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.94K+ 11.19% |
$263K - $265K
|
98.8K
$2.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
9.41K+ 12.27% |
$249K - $251K
|
86.1K
$2.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
9KNew |
$238K - $240K
|
9K
$240K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.26K+ 2.7% |
$218K - $220K
|
314K
$8.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.17K+ 7.4% |
$163K - $165K
|
89.6K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.97K+ 26.55% |
$158K - $159K
|
28.4K
$758K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.33K+ 2.2% |
$141K - $142K
|
248K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
5K+ 6.9% |
$132K - $133K
|
77.5K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.9K+ 3.78% |
$130K - $131K
|
135K
$3.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
4.17KNew |
$110K - $111K
|
4.17K
$111K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.1K+ 19.97% |
$108K - $109K
|
24.6K
$656K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.66K+ 32.95% |
$96.8K - $97.7K
|
14.8K
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.37K+ 13.78% |
$89.1K - $90K
|
27.9K
$742K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.24K+ 8.22% |
$85.6K - $86.4K
|
42.7K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.21K+ 5.49% |
$84.8K - $85.6K
|
61.6K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.18K+ 3.28% |
$84K - $84.8K
|
100K
$2.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.14K+ 7.79% |
$83K - $83.8K
|
43.5K
$1.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.71K+ 1.91% |
$71.5K - $72.2K
|
145K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.34K+ 0.48% |
$61.8K - $62.4K
|
490K
$13M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.74K+ 4.64% |
$46.1K - $46.5K
|
39.3K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.71K+ 7.04% |
$45.2K - $45.6K
|
26K
$693K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.61K+ 0.32% |
$42.5K - $42.9K
|
507K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.54K+ 3.22% |
$40.7K - $41.1K
|
49.3K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.48K+ 7.05% |
$39K - $39.3K
|
22.4K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.44K+ 22.61% |
$38.2K - $38.5K
|
7.83K
$209K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.37K+ 7.14% |
$36.2K - $36.5K
|
20.6K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.36K+ 10.39% |
$35.8K - $36.1K
|
14.4K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.35K+ 14.02% |
$35.7K - $36.1K
|
11K
$293K
|