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
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66.6K+ 23.0% |
$1.77M - $1.78M
|
356K
$9.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34.3K+ 14.65% |
$912K - $916K
|
269K
$7.18M
|
|
|
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 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
19.6KNew |
$521K - $523K
|
19.6K
$524K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
17.5K+ 34.76% |
$464K - $466K
|
67.8K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
17.3KNew |
$459K - $461K
|
17.3K
$462K
|
|
|
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
$2.9M
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.52KNew |
$200K - $201K
|
7.52K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.12K+ 4.47% |
$189K - $190K
|
166K
$4.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.02K+ 56.01% |
$160K - $160K
|
16.8K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
4.89K+ 1.7% |
$130K - $130K
|
293K
$7.83M
|
|
|
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
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.08KNew |
$28.5K - $28.7K
|
1.08K
$28.7K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
942+ 2.36% |
$25K - $25.1K
|
40.8K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
939+ 123.07% |
$24.9K - $25K
|
1.7K
$45.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
930+ 3.27% |
$24.7K - $24.8K
|
29.4K
$784K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
924New |
$24.5K - $24.6K
|
924
$24.7K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
650+ 4.51% |
$17.3K - $17.3K
|
15.1K
$402K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
492+ 6.47% |
$13.1K - $13.1K
|
8.1K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
211+ 0.22% |
$5.6K - $5.63K
|
97.5K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
140New |
$3.72K - $3.73K
|
140
$3.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
140+ 0.86% |
$3.72K - $3.73K
|
16.5K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
105+ 0.19% |
$2.79K - $2.8K
|
55.5K
$1.48M
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 0.61% |
$372 - $373
|
2.31K
$61.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.7% |
$133 - $133
|
721
$19.3K
|