Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) 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 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11.8K+ 11.33% |
$292K - $300K
|
116K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
11KNew |
$273K - $280K
|
11K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
10.6K+ 22.1% |
$262K - $269K
|
58.3K
$1.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.1K+ 5.28% |
$251K - $257K
|
201K
$5.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.72KNew |
$241K - $248K
|
9.72K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9.27K+ 10.14% |
$230K - $236K
|
101K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
8.51K+ 27.9% |
$211K - $217K
|
39K
$978K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.37KNew |
$208K - $213K
|
8.37K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.28K+ 18.06% |
$206K - $211K
|
54.1K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.05KNew |
$200K - $205K
|
8.05K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
8KNew |
$199K - $204K
|
8K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7.86K+ 5.4% |
$195K - $200K
|
153K
$3.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
6.78K+ 14.59% |
$168K - $173K
|
53.2K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.3KNew |
$156K - $161K
|
6.3K
$158K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.17K+ 2.88% |
$153K - $157K
|
220K
$5.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.62K+ 1.54% |
$139K - $143K
|
370K
$9.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.49K+ 2.06% |
$136K - $140K
|
273K
$6.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.45K+ 2.23% |
$135K - $139K
|
250K
$6.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.16K+ 21.31% |
$128K - $132K
|
29.4K
$737K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.15K+ 178.39% |
$128K - $131K
|
8.04K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.05K+ 16.31% |
$125K - $129K
|
36K
$903K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.94K+ 92.89% |
$122K - $126K
|
10.2K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
4.89K+ 11.78% |
$121K - $125K
|
46.4K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.4K+ 7.32% |
$109K - $112K
|
64.5K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.21K+ 13.06% |
$104K - $107K
|
36.4K
$913K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.64K+ 6.34% |
$90.4K - $92.8K
|
61.1K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.6KNew |
$89.4K - $91.7K
|
3.6K
$90.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.59K+ 23.12% |
$89.1K - $91.4K
|
19.1K
$479K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.2K+ 8.02% |
$79.4K - $81.5K
|
43.1K
$1.08M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.03K+ 2.87% |
$75.2K - $77.2K
|
109K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8K+ 17.78% |
$69.5K - $71.3K
|
18.6K
$465K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.74K+ 0.6% |
$68.1K - $69.9K
|
458K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.71K+ 2.78% |
$67.3K - $69.1K
|
100K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.52K+ 3.81% |
$62.6K - $64.3K
|
68.7K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 12.06% |
$58.6K - $60.1K
|
21.9K
$550K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.19K+ 15.05% |
$54.2K - $55.7K
|
16.7K
$419K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.1K+ 13.23% |
$52K - $53.4K
|
17.9K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
2.01K+ 8.37% |
$49.9K - $51.3K
|
26K
$653K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.91KNew |
$47.5K - $48.7K
|
1.91K
$47.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.81K+ 1.84% |
$44.9K - $46.1K
|
100K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.68KNew |
$41.8K - $42.9K
|
1.68K
$42.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
1.52K+ 0.96% |
$37.8K - $38.8K
|
160K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.11K+ 740.67% |
$27.6K - $28.3K
|
1.26K
$31.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
930+ 2.66% |
$23.1K - $23.7K
|
35.9K
$901K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
864+ 8.02% |
$21.4K - $22K
|
11.6K
$292K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
785+ 6.88% |
$19.5K - $20K
|
12.2K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
732+ 0.55% |
$18.2K - $18.7K
|
134K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
724+ 1.36% |
$18K - $18.4K
|
54.1K
$1.36M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
708+ 1.56% |
$17.6K - $18K
|
46.1K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
702New |
$17.4K - $17.9K
|
702
$17.6K
|