Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBDS) 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 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.01MNew |
$24.2M - $24.6M
|
1.01M
$24.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
312KNew |
$7.46M - $7.6M
|
312K
$7.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
223K+ 6.36% |
$5.32M - $5.41M
|
3.72M
$89.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
165KNew |
$3.95M - $4.02M
|
165K
$3.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
158K+ 19.5% |
$3.77M - $3.83M
|
966K
$23.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
136K+ 197.39% |
$3.25M - $3.31M
|
205K
$4.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130K+ 53.05% |
$3.09M - $3.15M
|
374K
$9M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
100K+ 73.0% |
$2.39M - $2.43M
|
237K
$5.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
87.8K+ 4.53% |
$2.1M - $2.14M
|
2.03M
$48.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
80.2K+ 9.16% |
$1.91M - $1.95M
|
956K
$23M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
66.6K+ 60.47% |
$1.59M - $1.62M
|
177K
$4.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
62.6K+ 45.81% |
$1.49M - $1.52M
|
199K
$4.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
59.9K+ 53.44% |
$1.43M - $1.46M
|
172K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
57.8K+ 496.57% |
$1.38M - $1.4M
|
69.4K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
48.7K+ 31.58% |
$1.16M - $1.18M
|
203K
$4.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46.3K+ 12.59% |
$1.11M - $1.13M
|
414K
$9.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
45.5K+ 17.64% |
$1.09M - $1.11M
|
303K
$7.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
44.8K+ 72.34% |
$1.07M - $1.09M
|
107K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
41.8K+ 34.23% |
$997K - $1.02M
|
164K
$3.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
39.7KNew |
$948K - $966K
|
39.7K
$955K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37.5K+ 33.05% |
$895K - $911K
|
151K
$3.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
37.2K+ 39.98% |
$888K - $904K
|
130K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
34K+ 73.69% |
$812K - $827K
|
80.1K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
31.4KNew |
$749K - $763K
|
31.4K
$755K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
30.6K+ 5.5% |
$731K - $745K
|
587K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
27.4K+ 70.66% |
$654K - $666K
|
66.1K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
24.8K+ 55.66% |
$591K - $602K
|
69.3K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
24KNew |
$573K - $584K
|
24K
$577K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.5K+ 9.23% |
$514K - $523K
|
255K
$6.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
20.7K+ 2.14% |
$495K - $504K
|
990K
$23.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
20K+ 33.89% |
$479K - $487K
|
79.2K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.7K+ 15.61% |
$470K - $479K
|
146K
$3.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
19.4K+ 14.35% |
$463K - $471K
|
155K
$3.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
18.5K+ 58.35% |
$441K - $449K
|
50.1K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
17.6KNew |
$420K - $428K
|
17.6K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16K+ 29.66% |
$383K - $390K
|
70.2K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15KNew |
$358K - $365K
|
15K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
14.7K+ 18.51% |
$352K - $358K
|
94.3K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
14.4K+ 10.41% |
$343K - $349K
|
152K
$3.67M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$340K - $346K
|
14.2K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
13.7K+ 24.33% |
$327K - $333K
|
70.1K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
13.7K+ 39.1% |
$327K - $333K
|
48.6K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
13.2KNew |
$314K - $320K
|
13.2K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.8K+ 8.92% |
$305K - $310K
|
156K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12.4K+ 32.11% |
$296K - $301K
|
51K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
11.5K+ 6.21% |
$275K - $280K
|
197K
$4.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.4KNew |
$272K - $277K
|
11.4K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10.9K+ 42.09% |
$260K - $265K
|
36.8K
$885K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.3K+ 5.01% |
$245K - $249K
|
215K
$5.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.7K+ 88.16% |
$232K - $236K
|
20.7K
$498K
|