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 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
563+ 1.27% |
$12.4K - $12.7K
|
44.9K
$995K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
490+ 4.28% |
$10.8K - $11.1K
|
12K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 60.0% |
$6.63K - $6.78K
|
800
$17.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
245+ 0.16% |
$5.41K - $5.53K
|
157K
$3.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
212+ 1.35% |
$4.69K - $4.79K
|
15.9K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133+ 1.04% |
$2.94K - $3K
|
12.9K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.64% |
$1.86K - $1.9K
|
13.2K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
83+ 11.91% |
$1.83K - $1.87K
|
780
$17.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76+ 15.97% |
$1.68K - $1.72K
|
552
$12.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
42+ 0.2% |
$928 - $949
|
20.7K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28+ 1.39% |
$619 - $633
|
2.04K
$45.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 0.32% |
$309 - $316
|
4.43K
$98.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$66.3 - $67.8
|
3.3K
$73.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.21% |
$22.1 - $22.6
|
476
$10.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-2- 0.17% |
$44.2 - $45.2
|
1.15K
$25.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-52- 1.0% |
$1.15K - $1.17K
|
5.14K
$114K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-112- 0.33% |
$2.48K - $2.53K
|
34.3K
$762K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-179- 0.13% |
$3.96K - $4.04K
|
133K
$2.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-316- 2.44% |
$6.98K - $7.14K
|
12.6K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-341- 1.16% |
$7.54K - $7.7K
|
29.2K
$647K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-654- 4.59% |
$14.5K - $14.8K
|
13.6K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-865- 4.09% |
$19.1K - $19.5K
|
20.3K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.08K- 39.91% |
$24K - $24.5K
|
1.63K
$36.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.12K- 3.34% |
$24.7K - $25.2K
|
32.3K
$717K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.16K- 2.72% |
$25.7K - $26.3K
|
41.6K
$923K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 74.21% |
$36.2K - $37K
|
570
$12.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-3.75K- 32.23% |
$82.8K - $84.6K
|
7.88K
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.16K- 1.07% |
$91.8K - $93.9K
|
383K
$8.5M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.52K- 37.57% |
$99.8K - $102K
|
7.51K
$167K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-5.42K- 11.41% |
$120K - $122K
|
42.1K
$934K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.87K- 17.33% |
$174K - $178K
|
37.5K
$832K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-10.5K- 17.97% |
$233K - $238K
|
48.1K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-18.6K- 64.23% |
$412K - $421K
|
10.4K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-47.9K- 1.57% |
$1.06M - $1.08M
|
3.01M
$66.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-70.3K- 47.17% |
$1.55M - $1.59M
|
78.8K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-76.4K- 66.52% |
$1.69M - $1.73M
|
38.5K
$853K
|