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 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.17K+ 2.88% |
$153K - $157K
|
220K
$5.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
6.15KNew |
$153K - $157K
|
6.15K
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.1K+ 514.86% |
$151K - $155K
|
7.28K
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.62K+ 1.54% |
$139K - $143K
|
370K
$9.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.49K+ 2.06% |
$136K - $140K
|
273K
$6.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.46K+ 4.39% |
$136K - $139K
|
130K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.45K+ 2.23% |
$135K - $139K
|
250K
$6.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.16K+ 21.31% |
$128K - $132K
|
29.4K
$738K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.15K+ 178.39% |
$128K - $131K
|
8.04K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.05K+ 16.31% |
$125K - $129K
|
36K
$905K
|
|
|
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
$1.17M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.57K+ 6.37% |
$113K - $116K
|
76.3K
$1.92M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.5K+ 37.25% |
$112K - $115K
|
16.6K
$417K
|
|
|
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
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
3.83K+ 27.66% |
$95.2K - $97.7K
|
17.7K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.82K+ 4.32% |
$94.9K - $97.4K
|
92.3K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.65K+ 1.64% |
$90.5K - $93K
|
227K
$5.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.64K+ 6.34% |
$90.4K - $92.8K
|
61.1K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.6K+ 1.84% |
$89.4K - $91.8K
|
199K
$5.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.6KNew |
$89.4K - $91.7K
|
3.6K
$90.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.59K+ 23.12% |
$89.1K - $91.4K
|
19.1K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.56K+ 26.72% |
$88.3K - $90.6K
|
16.9K
$424K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.29K+ 1.9% |
$81.5K - $83.7K
|
177K
$4.43M
|
|
|
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
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8K+ 17.78% |
$69.5K - $71.3K
|
18.6K
$466K
|
|
|
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
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.68K+ 2.48% |
$66.6K - $68.4K
|
111K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.62KNew |
$65K - $66.8K
|
2.62K
$65.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.6K+ 13.69% |
$64.6K - $66.3K
|
21.6K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.52K+ 3.81% |
$62.6K - $64.3K
|
68.7K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.48K+ 2.08% |
$61.5K - $63.1K
|
122K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 12.06% |
$58.6K - $60.1K
|
21.9K
$551K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.19K+ 15.05% |
$54.2K - $55.7K
|
16.7K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.18K+ 9.9% |
$54.1K - $55.5K
|
24.2K
$608K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.11K+ 12.43% |
$52.4K - $53.8K
|
19.1K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.1K+ 13.23% |
$52K - $53.4K
|
17.9K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.09K+ 14.88% |
$51.9K - $53.3K
|
16.1K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.07K+ 3.77% |
$51.3K - $52.7K
|
57K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
2.01K+ 8.37% |
$49.9K - $51.3K
|
26K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.93KNew |
$48K - $49.2K
|
1.93K
$48.5K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.91KNew |
$47.5K - $48.7K
|
1.91K
$48.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.83K+ 13.78% |
$45.3K - $46.5K
|
15.1K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.81K+ 1.84% |
$44.9K - $46.1K
|
100K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.68KNew |
$41.8K - $42.9K
|
1.68K
$42.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.67KNew |
$41.5K - $42.6K
|
1.67K
$42K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.54K+ 0.74% |
$38.1K - $39.1K
|
210K
$5.28M
|