Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) 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 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.8K+ 10.01% |
$453K - $467K
|
228K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
18.9KNew |
$412K - $425K
|
18.9K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
18.6KNew |
$405K - $418K
|
18.6K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.3KNew |
$399K - $412K
|
18.3K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
18.2KNew |
$398K - $410K
|
18.2K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18KNew |
$393K - $405K
|
18K
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18K+ 46.2% |
$393K - $405K
|
57K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
17.4KNew |
$379K - $391K
|
17.4K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
17K+ 12.38% |
$372K - $383K
|
155K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17K+ 18.64% |
$370K - $382K
|
108K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15.8K+ 19.75% |
$345K - $355K
|
95.9K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
15.4K+ 4.22% |
$335K - $346K
|
380K
$8.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14K+ 10.31% |
$306K - $315K
|
150K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
13.8KNew |
$301K - $310K
|
13.8K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
13.6K+ 18.04% |
$297K - $306K
|
89.2K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13.3KNew |
$290K - $299K
|
13.3K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.2KNew |
$288K - $297K
|
13.2K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
12.1K+ 17.64% |
$263K - $272K
|
80.6K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11.2K+ 42.53% |
$244K - $252K
|
37.5K
$836K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11K+ 9.61% |
$241K - $248K
|
126K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.5K+ 11.25% |
$230K - $237K
|
104K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.5KNew |
$230K - $237K
|
10.5K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.89KNew |
$216K - $222K
|
9.89K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.6KNew |
$209K - $216K
|
9.6K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.96K+ 50.04% |
$195K - $201K
|
26.9K
$598K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.11K+ 1.44% |
$177K - $182K
|
573K
$12.8M
|
|
|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
7.15K+ 100.0% |
$156K - $161K
|
14.3K
$318K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.06KNew |
$154K - $159K
|
7.06K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.23KNew |
$136K - $140K
|
6.23K
$139K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.87K+ 49.07% |
$128K - $132K
|
17.8K
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.23K+ 9.99% |
$114K - $117K
|
57.5K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.21K+ 53.95% |
$114K - $117K
|
14.9K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5.03K+ 2.62% |
$110K - $113K
|
197K
$4.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.5KNew |
$98.2K - $101K
|
4.5K
$100K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.39K+ 77.56% |
$95.6K - $98.6K
|
10K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.33K+ 5.41% |
$94.5K - $97.4K
|
84.4K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.13K+ 41.27% |
$90K - $92.8K
|
14.1K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.13K+ 11.07% |
$90K - $92.7K
|
41.4K
$921K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.04K+ 33.63% |
$88.1K - $90.8K
|
16.1K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4K+ 36.12% |
$87.3K - $89.9K
|
15.1K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.88K+ 3.67% |
$84.7K - $87.3K
|
110K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.67K+ 469.18% |
$80K - $82.5K
|
4.45K
$99.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.62K+ 25.24% |
$79K - $81.4K
|
18K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.26KNew |
$71K - $73.2K
|
3.26K
$72.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.75KNew |
$59.9K - $61.7K
|
2.75K
$61.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.73K+ 18.63% |
$59.6K - $61.5K
|
17.4K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.72K+ 4.83% |
$59.4K - $61.2K
|
59.1K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.7K+ 9.3% |
$58.8K - $60.6K
|
31.7K
$705K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.5K+ 36.28% |
$54.5K - $56.2K
|
9.4K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.43K+ 7.07% |
$53.1K - $54.7K
|
36.9K
$821K
|