Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
224K+ 116.42% |
$4.95M - $5.06M
|
416K
$9.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
196K+ 24.69% |
$4.34M - $4.43M
|
991K
$22.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
159K+ 152.89% |
$3.52M - $3.6M
|
264K
$5.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
151KNew |
$3.34M - $3.42M
|
151K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
150K+ 40.06% |
$3.31M - $3.39M
|
524K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
144K+ 26.46% |
$3.18M - $3.25M
|
688K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
95K+ 229.21% |
$2.1M - $2.15M
|
136K
$3.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
71.8K+ 32.45% |
$1.59M - $1.62M
|
293K
$6.52M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
62K+ 4.57% |
$1.37M - $1.4M
|
1.42M
$31.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
61.3KNew |
$1.36M - $1.39M
|
61.3K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
56.1K+ 27.27% |
$1.24M - $1.27M
|
262K
$5.84M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
44.4K+ 10.58% |
$982K - $1M
|
464K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
35.9K+ 140.45% |
$794K - $811K
|
61.5K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
31.4KNew |
$694K - $709K
|
31.4K
$699K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
29.2K+ 293.06% |
$646K - $660K
|
39.2K
$874K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
24K+ 60.81% |
$531K - $543K
|
63.6K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
20K+ 48.74% |
$442K - $451K
|
61K
$1.36M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
19.8K+ 7.52% |
$437K - $446K
|
283K
$6.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.8K+ 18.36% |
$416K - $425K
|
121K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
18.3KNew |
$405K - $414K
|
18.3K
$409K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
17.6KNew |
$390K - $398K
|
17.6K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17K+ 18.5% |
$377K - $385K
|
109K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.6K+ 8.6% |
$301K - $307K
|
172K
$3.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
12.8KNew |
$284K - $290K
|
12.8K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.4K+ 8.27% |
$274K - $280K
|
163K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11K+ 42.03% |
$243K - $248K
|
37.2K
$828K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
10.9K+ 12.4% |
$241K - $247K
|
99K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.7K+ 16.07% |
$237K - $242K
|
77.5K
$1.73M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.15KNew |
$202K - $207K
|
9.15K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
7.29K+ 110.12% |
$161K - $165K
|
13.9K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.2K+ 33.01% |
$159K - $163K
|
29K
$646K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.84K+ 20.2% |
$129K - $132K
|
34.7K
$774K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.81K+ 49.09% |
$128K - $131K
|
17.7K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.59K+ 27.58% |
$124K - $126K
|
25.9K
$576K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.5K+ 6.29% |
$99.5K - $102K
|
76K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.85K+ 32.29% |
$85K - $86.9K
|
15.8K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.83K+ 34.64% |
$84.5K - $86.4K
|
14.9K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.74KNew |
$60.6K - $61.9K
|
2.74K
$61K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.67K+ 19.2% |
$58.9K - $60.2K
|
16.6K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.51K+ 28.63% |
$55.4K - $56.7K
|
11.3K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.17K+ 1.72% |
$48K - $49K
|
128K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.61K+ 5.17% |
$35.6K - $36.3K
|
32.7K
$729K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.35K+ 7.6% |
$29.8K - $30.5K
|
19.1K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1K+ 7.81% |
$22.1K - $22.6K
|
13.8K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
738New |
$16.3K - $16.7K
|
738
$16.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
731+ 7.34% |
$16.2K - $16.5K
|
10.7K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
563+ 1.27% |
$12.4K - $12.7K
|
44.9K
$999K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
245+ 0.16% |
$5.41K - $5.53K
|
157K
$3.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
212+ 1.35% |
$4.69K - $4.79K
|
15.9K
$355K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
83+ 11.91% |
$1.83K - $1.87K
|
780
$17.4K
|