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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.66MNew |
$63.5M - $64.7M
|
2.66M
$63.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.01MNew |
$24.2M - $24.6M
|
1.01M
$24.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
647K+ 5668.61% |
$15.5M - $15.7M
|
658K
$15.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
324KNew |
$7.75M - $7.89M
|
324K
$7.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
323K+ 105.07% |
$7.72M - $7.86M
|
631K
$15.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
312KNew |
$7.46M - $7.6M
|
312K
$7.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
223K+ 6.36% |
$5.32M - $5.41M
|
3.72M
$89.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
165KNew |
$3.95M - $4.02M
|
165K
$3.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
165KNew |
$3.93M - $4.01M
|
165K
$3.95M
|
|
|
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
$4.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130K+ 53.05% |
$3.09M - $3.15M
|
374K
$8.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
100K+ 73.0% |
$2.39M - $2.43M
|
237K
$5.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
91.7K+ 75.95% |
$2.19M - $2.23M
|
212K
$5.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
87.8K+ 4.53% |
$2.1M - $2.14M
|
2.03M
$48.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
80.2K+ 9.16% |
$1.91M - $1.95M
|
956K
$22.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
66.6K+ 60.47% |
$1.59M - $1.62M
|
177K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
62.6K+ 45.81% |
$1.49M - $1.52M
|
199K
$4.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
59.9K+ 53.44% |
$1.43M - $1.46M
|
172K
$4.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
57.8K+ 496.57% |
$1.38M - $1.4M
|
69.4K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
49.6K+ 4.73% |
$1.18M - $1.21M
|
1.1M
$26.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
48.7K+ 31.58% |
$1.16M - $1.18M
|
203K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46.3K+ 12.59% |
$1.11M - $1.13M
|
414K
$9.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
45.5K+ 17.64% |
$1.09M - $1.11M
|
303K
$7.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
44.8K+ 72.34% |
$1.07M - $1.09M
|
107K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
41.8K+ 34.23% |
$997K - $1.02M
|
164K
$3.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
39.7KNew |
$948K - $966K
|
39.7K
$953K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
38.7K+ 7.73% |
$925K - $942K
|
540K
$13M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37.5K+ 33.05% |
$895K - $911K
|
151K
$3.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
37.2K+ 39.98% |
$888K - $904K
|
130K
$3.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
34K+ 73.69% |
$812K - $827K
|
80.1K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
31.6K+ 29.3% |
$754K - $768K
|
139K
$3.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
31.4KNew |
$749K - $763K
|
31.4K
$753K
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.5KNew |
$609K - $620K
|
25.5K
$612K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
24.8K+ 55.66% |
$591K - $602K
|
69.3K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
24KNew |
$573K - $584K
|
24K
$576K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.1K+ 4.48% |
$528K - $538K
|
516K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.5K+ 9.23% |
$514K - $523K
|
255K
$6.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
20.7K+ 2.14% |
$495K - $504K
|
990K
$23.7M
|
|
|
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
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
19.4K+ 14.35% |
$463K - $471K
|
155K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
18.5K+ 58.35% |
$441K - $449K
|
50.1K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
18K+ 6.16% |
$430K - $438K
|
310K
$7.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
17.7K+ 5.51% |
$423K - $431K
|
339K
$8.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
17.6KNew |
$420K - $428K
|
17.6K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
17.5K+ 5.05% |
$418K - $425K
|
364K
$8.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16K+ 29.66% |
$383K - $390K
|
70.2K
$1.68M
|