Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.17K+ 1.72% |
$48K - $49K
|
128K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.89KNew |
$41.9K - $42.8K
|
1.89K
$42.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.61K+ 5.17% |
$35.6K - $36.3K
|
32.7K
$729K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.39K+ 1.32% |
$30.7K - $31.4K
|
107K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.35K+ 7.6% |
$29.8K - $30.5K
|
19.1K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1K+ 7.81% |
$22.1K - $22.6K
|
13.8K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
823+ 1.34% |
$18.2K - $18.6K
|
62K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
738New |
$16.3K - $16.7K
|
738
$16.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
731+ 7.34% |
$16.2K - $16.5K
|
10.7K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
563+ 1.27% |
$12.4K - $12.7K
|
44.9K
$999K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
490+ 4.28% |
$10.8K - $11.1K
|
12K
$266K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
245+ 0.16% |
$5.41K - $5.53K
|
157K
$3.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
212+ 1.35% |
$4.69K - $4.79K
|
15.9K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133+ 1.04% |
$2.94K - $3K
|
12.9K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.64% |
$1.86K - $1.9K
|
13.2K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
83+ 11.91% |
$1.83K - $1.87K
|
780
$17.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76+ 15.97% |
$1.68K - $1.72K
|
552
$12.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
42+ 0.2% |
$928 - $949
|
20.7K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$66.3 - $67.8
|
3.3K
$73.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.21% |
$22.1 - $22.6
|
476
$10.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-2- 0.17% |
$44.2 - $45.2
|
1.15K
$25.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-316- 2.44% |
$6.98K - $7.14K
|
12.6K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-654- 4.59% |
$14.5K - $14.8K
|
13.6K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-865- 4.09% |
$19.1K - $19.5K
|
20.3K
$451K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-3.75K- 32.23% |
$82.8K - $84.6K
|
7.88K
$175K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.52K- 37.57% |
$99.8K - $102K
|
7.51K
$167K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-5.42K- 11.41% |
$120K - $122K
|
42.1K
$937K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.87K- 17.33% |
$174K - $178K
|
37.5K
$835K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-10.5K- 17.97% |
$233K - $238K
|
48.1K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-18.6K- 64.23% |
$412K - $421K
|
10.4K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-70.3K- 47.17% |
$1.55M - $1.59M
|
78.8K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-76.4K- 66.52% |
$1.69M - $1.73M
|
38.5K
$857K
|