Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 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
|
- |
272KNew |
$7.21M - $7.25M
|
272K
$7.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
67.3K+ 91.99% |
$1.79M - $1.79M
|
140K
$3.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
23.3KNew |
$620K - $623K
|
23.3K
$623K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
21K+ 48.16% |
$556K - $559K
|
64.5K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
17.5K+ 34.76% |
$464K - $466K
|
67.8K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.6K+ 30.21% |
$388K - $390K
|
63K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.9K+ 12.34% |
$369K - $371K
|
127K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.2K+ 53.32% |
$350K - $351K
|
37.9K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12K+ 1.99% |
$319K - $320K
|
617K
$16.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.7K+ 43.66% |
$311K - $312K
|
38.5K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.3KNew |
$299K - $301K
|
11.3K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 4.05% |
$279K - $280K
|
270K
$7.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.57K+ 8.58% |
$227K - $228K
|
108K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
8.13KNew |
$216K - $217K
|
8.13K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.07K+ 28.97% |
$214K - $215K
|
35.9K
$959K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.69KNew |
$204K - $205K
|
7.69K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
7.53KNew |
$200K - $201K
|
7.53K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.12K+ 4.47% |
$189K - $190K
|
166K
$4.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.71K+ 4.77% |
$125K - $126K
|
104K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.23K+ 3.03% |
$85.7K - $86.1K
|
110K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.8KNew |
$47.7K - $47.9K
|
1.8K
$47.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.41K+ 9.57% |
$37.5K - $37.7K
|
16.2K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.11K+ 5.4% |
$29.5K - $29.6K
|
21.7K
$578K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 11.98% |
$27.2K - $27.3K
|
9.58K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1KNew |
$26.6K - $26.7K
|
1K
$26.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
939+ 123.07% |
$24.9K - $25K
|
1.7K
$45.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
858+ 4.5% |
$22.8K - $22.9K
|
19.9K
$532K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
855+ 3.82% |
$22.7K - $22.8K
|
23.3K
$621K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
713+ 0.87% |
$18.9K - $19K
|
82.8K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
492+ 6.47% |
$13.1K - $13.1K
|
8.1K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
140New |
$3.72K - $3.73K
|
140
$3.74K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
16+ 0.11% |
$425 - $427
|
14.5K
$388K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14+ 0.1% |
$372 - $373
|
13.6K
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.7% |
$133 - $133
|
721
$19.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-40- 0.28% |
$1.06K - $1.07K
|
14.3K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-147- 5.28% |
$3.9K - $3.92K
|
2.64K
$70.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-250- 0.32% |
$6.64K - $6.67K
|
77.2K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-278- 0.87% |
$7.38K - $7.41K
|
31.7K
$846K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-361- 2.22% |
$9.58K - $9.63K
|
15.9K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-563- 3.7% |
$14.9K - $15K
|
14.7K
$391K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.12K- 0.45% |
$29.8K - $30K
|
247K
$6.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.53K- 3.3% |
$40.7K - $40.9K
|
44.8K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 9.43% |
$60K - $60.3K
|
21.7K
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.29K- 2.66% |
$60.9K - $61.2K
|
83.8K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.62K- 8.42% |
$69.4K - $69.7K
|
28.4K
$759K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.92K- 33.06% |
$77.4K - $77.7K
|
5.9K
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.43K- 19.45% |
$91K - $91.4K
|
14.2K
$379K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.44K- 25.21% |
$91.2K - $91.6K
|
10.2K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4K- 14.55% |
$106K - $107K
|
23.5K
$627K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4.5K- 18.0% |
$119K - $120K
|
20.5K
$547K
|