Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) 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
|
- |
417KNew |
$10.4M - $10.6M
|
417K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
175K+ 21.98% |
$4.38M - $4.44M
|
970K
$24.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
108K+ 186.06% |
$2.7M - $2.74M
|
166K
$4.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
89.1KNew |
$2.23M - $2.27M
|
89.1K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
84.7K+ 1075.16% |
$2.12M - $2.15M
|
92.6K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
69.5K+ 8.57% |
$1.74M - $1.77M
|
880K
$22.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56K+ 37.98% |
$1.41M - $1.42M
|
204K
$5.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
36.4KNew |
$912K - $925K
|
36.4K
$917K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.7K+ 35.67% |
$795K - $806K
|
121K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
31.2K+ 30.67% |
$784K - $795K
|
133K
$3.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
31.2K+ 4.58% |
$782K - $793K
|
712K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
29.2KNew |
$731K - $741K
|
29.2K
$735K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
27.2KNew |
$682K - $692K
|
27.2K
$686K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
23.8K+ 194.57% |
$596K - $605K
|
36K
$908K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23.3K+ 8.52% |
$585K - $593K
|
297K
$7.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23.3K+ 17.63% |
$585K - $593K
|
156K
$3.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
21.6KNew |
$541K - $548K
|
21.6K
$544K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20.7KNew |
$519K - $526K
|
20.7K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
20.5K+ 77.76% |
$514K - $521K
|
46.9K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
18KNew |
$451K - $457K
|
18K
$453K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
17K+ 37.74% |
$427K - $432K
|
62.1K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
16.4K+ 54.43% |
$411K - $417K
|
46.5K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12K+ 3.69% |
$301K - $306K
|
337K
$8.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.8K+ 67.66% |
$295K - $299K
|
29.1K
$735K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.2K+ 7.88% |
$257K - $260K
|
140K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.95KNew |
$250K - $253K
|
9.95K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.87K+ 23.15% |
$247K - $251K
|
52.5K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
9.84KNew |
$247K - $250K
|
9.84K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
9.83KNew |
$247K - $250K
|
9.83K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9.52K+ 48.62% |
$239K - $242K
|
29.1K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.4K+ 12.72% |
$236K - $239K
|
83.3K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.01K+ 4.18% |
$226K - $229K
|
225K
$5.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.26KNew |
$207K - $210K
|
8.26K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.27K+ 19.6% |
$182K - $185K
|
44.3K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7KNew |
$176K - $178K
|
7K
$177K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.34K+ 0.76% |
$134K - $136K
|
709K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.73K+ 3.73% |
$119K - $120K
|
131K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.45K+ 2.77% |
$112K - $113K
|
165K
$4.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.41K+ 6.59% |
$111K - $112K
|
71.3K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.32K+ 0.81% |
$83.4K - $84.5K
|
415K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.61K+ 2.08% |
$65.5K - $66.4K
|
128K
$3.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.32KNew |
$58.2K - $59K
|
2.32K
$58.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.28K+ 4.73% |
$57.3K - $58.1K
|
50.5K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2KNew |
$50.1K - $50.8K
|
2K
$50.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.97K+ 4.37% |
$49.4K - $50K
|
47K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.9KNew |
$47.6K - $48.3K
|
1.9K
$47.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.85K+ 4.35% |
$46.5K - $47.1K
|
44.5K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.49K+ 3.03% |
$37.4K - $38K
|
50.7K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.48K+ 12.77% |
$37.1K - $37.6K
|
13.1K
$329K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.37K+ 6.1% |
$34.4K - $34.8K
|
23.8K
$601K
|