Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2031 Ter (IBTL)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBTL) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2031 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
159K+ 549.1% |
$3.13M - $3.31M
|
188K
$3.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
80.6K+ 1345.12% |
$1.59M - $1.68M
|
86.6K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
56.6KNew |
$1.12M - $1.18M
|
56.6K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43K+ 34.32% |
$847K - $895K
|
168K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
42.3K+ 39.65% |
$834K - $882K
|
149K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
41.3K+ 57.07% |
$814K - $860K
|
114K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
30.8K+ 14.09% |
$606K - $641K
|
249K
$4.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
30.3KNew |
$597K - $631K
|
30.3K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.1KNew |
$455K - $480K
|
23.1K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.2KNew |
$260K - $274K
|
13.2K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
12.3KNew |
$242K - $255K
|
12.3K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$227K - $239K
|
11.5K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.72KNew |
$152K - $161K
|
7.72K
$154K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.4K+ 33.82% |
$86.6K - $91.5K
|
17.4K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.11K+ 16.19% |
$80.9K - $85.5K
|
29.5K
$586K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.73KNew |
$53.9K - $56.9K
|
2.73K
$54.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.51K+ 2.47% |
$49.4K - $52.2K
|
104K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.21KNew |
$43.5K - $46K
|
2.21K
$43.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.55K+ 22.68% |
$30.5K - $32.2K
|
8.37K
$167K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.49K+ 1.27% |
$29.4K - $31K
|
119K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.15KNew |
$22.7K - $23.9K
|
1.15K
$22.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
825New |
$16.3K - $17.2K
|
825
$16.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
479+ 2.77% |
$9.44K - $9.97K
|
17.8K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
343New |
$6.76K - $7.14K
|
343
$6.82K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
133+ 1.22% |
$2.62K - $2.77K
|
11.1K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51+ 8.82% |
$1K - $1.06K
|
629
$12.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
17+ 0.72% |
$335 - $354
|
2.38K
$47.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15+ 0.45% |
$296 - $312
|
3.32K
$66.1K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-27- 38.03% |
$532 - $562
|
44
$875
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-968- 1.98% |
$19.1K - $20.2K
|
47.9K
$953K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.17K- 39.78% |
$23.1K - $24.4K
|
1.78K
$35.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.99K- 2.27% |
$39.1K - $41.3K
|
85.3K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4.75K- 21.06% |
$93.5K - $98.8K
|
17.8K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.78K- 15.45% |
$94.2K - $99.6K
|
26.2K
$520K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-24.2K- 4.71% |
$477K - $504K
|
490K
$9.75M
|