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 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.8K+ 16.07% |
$376K - $383K
|
114K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15KNew |
$358K - $365K
|
15K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
14.7K+ 18.51% |
$352K - $358K
|
94.3K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
14.4K+ 10.41% |
$343K - $349K
|
152K
$3.66M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$340K - $346K
|
14.2K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
13.7K+ 24.33% |
$327K - $333K
|
70.1K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
13.7K+ 39.1% |
$327K - $333K
|
48.6K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.4K+ 1151.21% |
$319K - $325K
|
14.5K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
13.2KNew |
$314K - $320K
|
13.2K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.9K+ 147.46% |
$308K - $313K
|
21.6K
$519K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.8K+ 8.92% |
$305K - $310K
|
156K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12.4K+ 32.11% |
$296K - $301K
|
51K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
11.5K+ 6.21% |
$275K - $280K
|
197K
$4.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.4KNew |
$272K - $277K
|
11.4K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10.9K+ 42.09% |
$260K - $265K
|
36.8K
$883K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.3K+ 5.01% |
$245K - $249K
|
215K
$5.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.98K+ 6.58% |
$238K - $243K
|
162K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.7K+ 88.16% |
$232K - $236K
|
20.7K
$497K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9.49K+ 8.96% |
$227K - $231K
|
115K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.46K+ 4.62% |
$226K - $230K
|
214K
$5.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.37K+ 17.47% |
$224K - $228K
|
63K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.33K+ 21.49% |
$223K - $227K
|
52.7K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
9.3KNew |
$222K - $226K
|
9.3K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.9K+ 3.64% |
$212K - $216K
|
253K
$6.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
8.75KNew |
$209K - $213K
|
8.75K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
8.37K+ 4.96% |
$200K - $203K
|
177K
$4.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.35KNew |
$199K - $203K
|
8.35K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.18K+ 48.97% |
$195K - $199K
|
24.9K
$597K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
7.81K+ 29.83% |
$187K - $190K
|
34K
$816K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.55K+ 38.6% |
$180K - $184K
|
27.1K
$651K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
7.55K+ 5.97% |
$180K - $184K
|
134K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
6.84K+ 68.36% |
$163K - $166K
|
16.9K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.77K+ 3.03% |
$162K - $165K
|
230K
$5.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.65K+ 4.74% |
$159K - $162K
|
147K
$3.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.6KNew |
$158K - $161K
|
6.6K
$158K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.16K+ 32.06% |
$147K - $150K
|
25.4K
$609K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
6.14K+ 14.31% |
$147K - $149K
|
49.1K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.01K+ 10.67% |
$144K - $146K
|
62.4K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.71K+ 17.39% |
$136K - $139K
|
38.6K
$926K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5.55K+ 10.79% |
$132K - $135K
|
57K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
5.49K+ 18.58% |
$131K - $133K
|
35K
$841K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.32K+ 173.53% |
$127K - $129K
|
8.39K
$201K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.3K+ 18.66% |
$127K - $129K
|
33.7K
$809K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
5.17K+ 246.66% |
$123K - $126K
|
7.27K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5.1K+ 11.72% |
$122K - $124K
|
48.6K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.02K+ 1.31% |
$120K - $122K
|
387K
$9.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.86K+ 3.68% |
$116K - $118K
|
137K
$3.28M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.07K+ 2.2% |
$97.2K - $99K
|
189K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.75KNew |
$89.6K - $91.2K
|
3.75K
$90K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.56K+ 0.73% |
$85K - $86.6K
|
494K
$11.9M
|