Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2030 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
59.2K+ 5.81% |
$1.13M - $1.19M
|
1.08M
$20.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
53.8K+ 14.54% |
$1.03M - $1.08M
|
424K
$8.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
32.9KNew |
$629K - $660K
|
32.9K
$635K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
21.2K+ 13.55% |
$405K - $425K
|
178K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 37.05% |
$377K - $395K
|
72.9K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.2K+ 14.61% |
$367K - $385K
|
151K
$2.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
18.5KNew |
$353K - $370K
|
18.5K
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
15.9K+ 4.87% |
$303K - $318K
|
342K
$6.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.5KNew |
$258K - $270K
|
13.5K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
12.2KNew |
$232K - $244K
|
12.2K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
8K+ 15.46% |
$153K - $160K
|
59.8K
$1.15M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
6.16K+ 1.57% |
$118K - $124K
|
400K
$7.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
5.43K+ 2.01% |
$104K - $109K
|
275K
$5.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
5.21K+ 0.96% |
$99.5K - $104K
|
547K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 24.65% |
$66.9K - $70.2K
|
17.7K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.59K+ 2.44% |
$49.5K - $51.9K
|
109K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.56K+ 2.17% |
$48.9K - $51.2K
|
121K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.5K+ 6.84% |
$47.8K - $50.1K
|
39.1K
$754K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.2KNew |
$22.9K - $24K
|
1.2K
$23.2K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
275+ 43.86% |
$5.26K - $5.51K
|
902
$17.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.99K- 25.62% |
$114K - $120K
|
17.4K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.79K- 9.55% |
$149K - $156K
|
73.7K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45K- 99.9% |
$860K - $902K
|
43
$830
|