Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBTM) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 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
|
- |
343KNew |
$7.59M - $8.06M
|
343K
$7.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
53.8K+ 9.07% |
$1.19M - $1.26M
|
647K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
36.6KNew |
$810K - $860K
|
36.6K
$822K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$226K - $240K
|
10.2K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.73KNew |
$193K - $205K
|
8.73K
$196K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
7.47K+ 1.78% |
$165K - $175K
|
426K
$9.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.9K+ 33.85% |
$86.4K - $91.7K
|
15.4K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.06K+ 1003.61% |
$67.7K - $71.9K
|
3.37K
$75.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.22K+ 2.46% |
$49.2K - $52.2K
|
92.5K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
$33.2K - $35.2K
|
1.5K
$33.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.39K+ 1.33% |
$30.7K - $32.7K
|
106K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
733New |
$16.2K - $17.2K
|
733
$16.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
714+ 1.81% |
$15.8K - $16.8K
|
40.2K
$903K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
500+ 8.49% |
$11.1K - $11.7K
|
6.39K
$143K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
235+ 1.19% |
$5.2K - $5.52K
|
20K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
158+ 50.8% |
$3.49K - $3.71K
|
469
$10.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.27% |
$88.5 - $94
|
1.47K
$33K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.36K- 34.19% |
$52.2K - $55.4K
|
4.54K
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4.23K- 21.04% |
$93.5K - $99.3K
|
15.9K
$356K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-12.8K- 6.89% |
$284K - $301K
|
173K
$3.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-21.9K- 9.85% |
$483K - $513K
|
200K
$4.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-39.4K- 10.75% |
$873K - $927K
|
327K
$7.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-154K- 8.68% |
$3.41M - $3.62M
|
1.62M
$36.4M
|