Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| 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
|
- |
369KNew |
$9.38M - $9.46M
|
369K
$9.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
188K+ 12.03% |
$4.77M - $4.81M
|
1.75M
$44.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
89.7K+ 156.11% |
$2.28M - $2.3M
|
147K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
79.4K+ 35.25% |
$2.02M - $2.04M
|
305K
$7.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
68.8K+ 149602.17% |
$1.75M - $1.76M
|
68.9K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
64.8K+ 8.12% |
$1.65M - $1.66M
|
863K
$22.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.4K+ 19.12% |
$1.43M - $1.44M
|
351K
$8.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.1K+ 19.01% |
$1.3M - $1.31M
|
320K
$8.18M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
50.1K+ 295.33% |
$1.27M - $1.28M
|
67.1K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
50K+ 24.14% |
$1.27M - $1.28M
|
257K
$6.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
46.1K+ 91.66% |
$1.17M - $1.18M
|
96.4K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
45.3K+ 18.39% |
$1.15M - $1.16M
|
292K
$7.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.6K+ 14.04% |
$1.06M - $1.07M
|
338K
$8.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.6KNew |
$1.06M - $1.07M
|
41.6K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38.3K+ 29.11% |
$972K - $980K
|
170K
$4.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
37.1KNew |
$941K - $950K
|
37.1K
$948K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
32.9KNew |
$836K - $843K
|
32.9K
$842K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.8K+ 10.5% |
$655K - $661K
|
271K
$6.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24K+ 2.59% |
$608K - $614K
|
949K
$24.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
23.6K+ 96.64% |
$599K - $604K
|
48K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.4K+ 28.17% |
$594K - $599K
|
106K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
20.9KNew |
$532K - $536K
|
20.9K
$535K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
19.5K+ 74.08% |
$495K - $499K
|
45.8K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
19.2KNew |
$488K - $493K
|
19.2K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
19.2KNew |
$488K - $492K
|
19.2K
$491K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
18.9K+ 24.74% |
$480K - $484K
|
95.3K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.7K+ 65.09% |
$450K - $453K
|
44.9K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
17K+ 37.84% |
$432K - $436K
|
61.9K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 15.31% |
$394K - $397K
|
117K
$2.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.2K+ 60.41% |
$387K - $391K
|
40.5K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15.2KNew |
$385K - $388K
|
15.2K
$388K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
14.1K+ 2.03% |
$359K - $362K
|
711K
$18.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.9K+ 4.4% |
$353K - $356K
|
330K
$8.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12.5K+ 4.03% |
$319K - $321K
|
324K
$8.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.2K+ 24.92% |
$310K - $313K
|
61.2K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.8KNew |
$299K - $302K
|
11.8K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
11.5KNew |
$292K - $294K
|
11.5K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 45.26% |
$283K - $285K
|
35.8K
$914K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 8.42% |
$277K - $279K
|
140K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.8K+ 24.01% |
$275K - $278K
|
56K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10KNew |
$254K - $256K
|
10K
$256K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.96KNew |
$253K - $255K
|
9.96K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
9.78KNew |
$249K - $251K
|
9.78K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.68K+ 40.56% |
$246K - $248K
|
33.5K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.6KNew |
$244K - $246K
|
9.6K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.92KNew |
$227K - $228K
|
8.92K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.74K+ 28.56% |
$222K - $224K
|
39.4K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.65KNew |
$220K - $222K
|
8.65K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.36KNew |
$212K - $214K
|
8.36K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.27KNew |
$210K - $212K
|
8.27K
$211K
|