Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBTM) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$226K - $240K
|
10.2K
$227K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
7.47K+ 1.78% |
$165K - $175K
|
426K
$9.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4.23K- 21.04% |
$93.5K - $99.3K
|
15.9K
$352K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-21.9K- 9.85% |
$483K - $513K
|
200K
$4.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-154K- 8.68% |
$3.41M - $3.62M
|
1.62M
$36M
|