Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)

IBTI Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) 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 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
1.32M
New
$28.7M - $29.6M
1.32M $28.9M
Feb 07, 2025 Q4 2024
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
500K
New
$10.9M - $11.2M
500K $11M
Jan 24, 2025 Q4 2024
Baltimore Washington Financial Advisors, Inc.

BUY
 -
335K
+ 165.58%
$7.31M - $7.53M
537K $11.8M
Jan 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
258K
+ 2090.36%
$5.63M - $5.8M
271K $5.93M
Feb 03, 2025 Q4 2024
Vista Private Wealth Partners. LLC

BUY
 -
177K
+ 40.02%
$3.87M - $3.98M
620K $13.6M
Jan 27, 2025 Q4 2024
Stratos Wealth Partners, Ltd.

BUY
 -
170K
+ 21.77%
$3.7M - $3.81M
949K $20.8M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
124K
+ 127.09%
$2.7M - $2.78M
221K $4.84M
Jan 21, 2025 Q4 2024
Mkt Advisors LLC

Escondido, CA
BUY
 -
111K
+ 29.57%
$2.43M - $2.5M
487K $10.7M
Jan 28, 2025 Q4 2024
Northstar Group, Inc.

BUY
 -
91.1K
+ 182.67%
$1.99M - $2.05M
141K $3.09M
Feb 06, 2025 Q4 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
89.6K
+ 581.15%
$1.95M - $2.01M
105K $2.3M
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
79.3K
+ 60.71%
$1.73M - $1.78M
210K $4.6M
Jan 16, 2025 Q4 2024
Atwood & Palmer Inc

BUY
 -
73.9K
+ 7.32%
$1.61M - $1.66M
1.08M $23.8M
Jan 15, 2025 Q4 2024
Shelton Wealth Management, LLC

BUY
 -
73.8K
+ 33.15%
$1.61M - $1.66M
297K $6.5M
Feb 04, 2025 Q4 2024
Asset Advisors Investment Management, LLC

BUY
 -
62.6K
New
$1.36M - $1.41M
62.6K $1.37M
Feb 06, 2025 Q4 2024
Carmel Capital Partners, LLC

BUY
 -
59.8K
+ 36.7%
$1.3M - $1.34M
223K $4.88M
Jan 27, 2025 Q4 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
56.4K
+ 176.96%
$1.23M - $1.27M
88.3K $1.93M
Jan 24, 2025 Q4 2024
Central Trust CO

Jefferson City, MO
BUY
 -
51.1K
+ 27.42%
$1.11M - $1.15M
237K $5.2M
Jan 08, 2025 Q4 2024
Legacy Private Trust Co.

BUY
 -
44.8K
+ 10.99%
$977K - $1.01M
452K $9.91M
Jan 30, 2025 Q4 2024
Valmark Advisers, Inc.

BUY
 -
42.3K
+ 148.08%
$922K - $950K
70.8K $1.55M
Jan 14, 2025 Q4 2024
Trust CO

BUY
 -
38K
+ 8.83%
$829K - $854K
468K $10.3M
Jan 28, 2025 Q4 2024
Howland Capital Management LLC

BUY
 -
37.9K
New
$828K - $853K
37.9K $832K
Jan 27, 2025 Q4 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
37.3K
New
$814K - $839K
37.3K $818K
Jan 29, 2025 Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
33.6K
+ 276.27%
$733K - $755K
45.8K $1M
Jan 13, 2025 Q4 2024
Capital Investment Advisors, LLC

BUY
 -
31.1K
+ 331.41%
$677K - $698K
40.4K $886K
Feb 04, 2025 Q4 2024
Horizon Advisory Services, Inc.

West Henrietta, NY
BUY
 -
23.4K
+ 3.0%
$511K - $526K
804K $17.6M
Feb 07, 2025 Q4 2024
Blake Schutter Theil Wealth Advisors, LLC

Dayton, OH
BUY
 -
21.9K
New
$478K - $493K
21.9K $480K
Feb 06, 2025 Q4 2024
Straight Path Wealth Management

BUY
 -
21.2K
New
$463K - $477K
21.2K $465K
Jan 22, 2025 Q4 2024
Jim Saulnier & Associates, LLC

Fort Collins, CO
BUY
 -
20.9K
+ 41.67%
$456K - $470K
71K $1.56M
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
20.8K
+ 10.01%
$453K - $467K
228K $5.01M
Feb 10, 2025 Q4 2024
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
18.6K
New
$405K - $418K
18.6K $407K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
18K
New
$393K - $405K
18K $395K
Jan 29, 2025 Q4 2024
Leavell Investment Management, Inc.

BUY
 -
18K
+ 46.2%
$393K - $405K
57K $1.25M
Jan 14, 2025 Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
17K
+ 18.64%
$370K - $382K
108K $2.37M
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
15.8K
+ 19.75%
$345K - $355K
95.9K $2.1M
Jan 14, 2025 Q4 2024
Moseley Investment Management Inc

BUY
 -
15.4K
+ 4.22%
$335K - $346K
380K $8.34M
Jan 28, 2025 Q4 2024
Stockman Wealth Management, Inc.

BUY
 -
14K
+ 10.31%
$306K - $315K
150K $3.29M
Jan 17, 2025 Q4 2024
Montecito Bank & Trust

BUY
 -
13.8K
New
$301K - $310K
13.8K $302K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
13.2K
New
$288K - $297K
13.2K $289K
Jan 28, 2025 Q4 2024
Reliant Wealth Planning

BUY
 -
12.1K
+ 17.64%
$263K - $272K
80.6K $1.77M
Jan 23, 2025 Q4 2024
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
11.2K
+ 42.53%
$244K - $252K
37.5K $823K
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
10.5K
+ 11.25%
$230K - $237K
104K $2.28M
Jan 16, 2025 Q4 2024
Lbmc Investment Advisors, LLC

BUY
 -
10.5K
New
$230K - $237K
10.5K $231K
Jan 14, 2025 Q4 2024
Safeguard Financial, LLC

BUY
 -
9.89K
New
$216K - $222K
9.89K $217K
Feb 05, 2025 Q4 2024
Duncker Streett & CO Inc

BUY
 -
8.96K
+ 50.04%
$195K - $201K
26.9K $589K
Feb 10, 2025 Q4 2024
Commonwealth Equity Services, LLC

BUY
 -
8.11K
+ 1.44%
$177K - $182K
573K $12.6M
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
7.06K
New
$154K - $159K
7.06K $155K
Jan 22, 2025 Q4 2024
Heartland Bank & Trust CO

BUY
 -
5.87K
+ 49.07%
$128K - $132K
17.8K $391K
Feb 06, 2025 Q4 2024
Foundry Financial Group, Inc.

Laconia, NH
BUY
 -
5.23K
+ 9.99%
$114K - $117K
57.5K $1.26M
Jan 28, 2025 Q4 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
5.21K
+ 53.95%
$114K - $117K
14.9K $326K

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