Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.13K+ 15.74% |
$104K - $106K
|
30.4K
$767K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4K+ 28.17% |
$100K - $102K
|
18.2K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
3.8K+ 34.55% |
$95.2K - $97.2K
|
14.8K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.13K+ 3.3% |
$78.3K - $80K
|
97.8K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.76K+ 69.76% |
$69.2K - $70.7K
|
6.72K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.16K+ 7.95% |
$54K - $55.1K
|
29.3K
$739K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.94K+ 13.45% |
$48.5K - $49.6K
|
16.3K
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.9K+ 505.6% |
$47.5K - $48.5K
|
2.27K
$57.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.9K+ 23.27% |
$47.5K - $48.5K
|
10K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.84K+ 0.79% |
$46K - $47K
|
235K
$5.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.6K+ 3.51% |
$40.1K - $41K
|
47.3K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.39K+ 2.81% |
$34.8K - $35.5K
|
50.7K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.19K+ 11.21% |
$29.8K - $30.5K
|
11.8K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 6.1% |
$26.5K - $27K
|
18.4K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
966+ 3.25% |
$24.2K - $24.7K
|
30.7K
$776K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
955New |
$23.9K - $24.4K
|
955
$24.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
930+ 0.78% |
$23.3K - $23.8K
|
120K
$3.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
691+ 6.2% |
$17.3K - $17.7K
|
11.8K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
531+ 1.95% |
$13.3K - $13.6K
|
27.8K
$701K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
400New |
$10K - $10.2K
|
400
$10.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
255+ 1.69% |
$6.39K - $6.53K
|
15.3K
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
95New |
$2.38K - $2.43K
|
95
$2.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
75New |
$1.88K - $1.92K
|
75
$1.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
56+ 0.18% |
$1.4K - $1.43K
|
31.7K
$801K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40+ 0.32% |
$1K - $1.02K
|
12.7K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20New |
$501 - $512
|
20
$505
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 0.65% |
$351 - $358
|
2.15K
$54.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-32- 0.21% |
$802 - $819
|
15K
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-62- 0.08% |
$1.55K - $1.59K
|
80.9K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-155- 0.93% |
$3.88K - $3.97K
|
16.6K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-192- 1.04% |
$4.81K - $4.91K
|
18.3K
$462K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-270- 2.66% |
$6.77K - $6.91K
|
9.89K
$250K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-381- 1.13% |
$9.55K - $9.75K
|
33.3K
$840K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.09K- 7.49% |
$27.2K - $27.8K
|
13.4K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.56K- 4.79% |
$39.1K - $39.9K
|
31K
$783K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.99K- 8.21% |
$49.9K - $51K
|
22.3K
$562K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.17K- 0.54% |
$54.4K - $55.5K
|
397K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.36K- 7.55% |
$59.2K - $60.5K
|
28.9K
$731K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.39K- 4.19% |
$59.9K - $61.2K
|
54.7K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.91K- 19.8% |
$72.9K - $74.5K
|
11.8K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4.45K- 33.71% |
$112K - $114K
|
8.75K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.51K- 0.82% |
$138K - $141K
|
663K
$16.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-7.39K- 44.69% |
$185K - $189K
|
9.14K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.54K- 1.19% |
$189K - $193K
|
627K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-7.92K- 43.2% |
$198K - $203K
|
10.4K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-8.74K- 45.01% |
$219K - $224K
|
10.7K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.2K- 4.53% |
$257K - $262K
|
216K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.4K- 3.89% |
$362K - $370K
|
357K
$9.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.6K- 5.23% |
$416K - $424K
|
301K
$7.6M
|