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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.33K+ 4.14% |
$33.4K - $33.8K
|
33.5K
$844K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.3K+ 4.38% |
$32.5K - $32.9K
|
30.9K
$778K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
972+ 3.25% |
$24.4K - $24.7K
|
30.9K
$779K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
962New |
$24.1K - $24.5K
|
962
$24.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
878+ 1.86% |
$22K - $22.3K
|
48.1K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
658+ 5.87% |
$16.5K - $16.7K
|
11.9K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
594+ 7.0% |
$14.9K - $15.1K
|
9.09K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
549+ 6.87% |
$13.8K - $14K
|
8.54K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
148New |
$3.71K - $3.76K
|
148
$3.73K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
79+ 0.8% |
$1.98K - $2.01K
|
9.98K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 0.8% |
$150 - $153
|
756
$19.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-72- 0.47% |
$1.81K - $1.83K
|
15.1K
$381K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-155- 0.96% |
$3.89K - $3.94K
|
16.1K
$405K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-435- 1.05% |
$10.9K - $11.1K
|
40.8K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-465- 2.79% |
$11.7K - $11.8K
|
16.2K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-474- 0.44% |
$11.9K - $12.1K
|
108K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.13K- 7.85% |
$28.3K - $28.7K
|
13.2K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.49K- 6.14% |
$37.4K - $37.9K
|
22.8K
$575K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.56K- 3.21% |
$39K - $39.6K
|
46.9K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.8K- 3.27% |
$45.2K - $45.9K
|
53.3K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.25K- 3.83% |
$56.3K - $57.1K
|
56.4K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.49K- 7.91% |
$62.4K - $63.3K
|
29K
$731K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.87K- 10.04% |
$72K - $73K
|
25.7K
$649K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-3.3K- 1.33% |
$82.7K - $83.8K
|
245K
$6.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-7.33K- 37.82% |
$184K - $186K
|
12.1K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.71K- 1.21% |
$193K - $196K
|
628K
$15.8M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-10.8K- 42.39% |
$272K - $275K
|
14.7K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.9K- 18.52% |
$348K - $353K
|
61.1K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.9K- 18.48% |
$448K - $455K
|
78.9K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.6K- 5.16% |
$516K - $524K
|
379K
$9.55M
|