Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 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
|
- |
2.06MNew |
N/A
|
2.06M
$48.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.01MNew |
N/A
|
1.01M
$24M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
881K+ 116.05% |
N/A
|
1.64M
$38.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
671K+ 43.35% |
N/A
|
2.22M
$52.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
562K+ 7.17% |
N/A
|
8.4M
$200M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
524K+ 37.25% |
N/A
|
1.93M
$45.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
499KNew |
N/A
|
499K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
382K+ 10.63% |
N/A
|
3.97M
$94.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
334KNew |
N/A
|
334K
$7.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
326KNew |
N/A
|
326K
$7.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
321K+ 186.65% |
N/A
|
493K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
300KNew |
N/A
|
300K
$7.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
296K+ 610.24% |
N/A
|
344K
$8.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
289K+ 90.77% |
N/A
|
608K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
278KNew |
N/A
|
278K
$6.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
257K+ 79.67% |
N/A
|
580K
$13.8M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
251K+ 392.68% |
N/A
|
314K
$7.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
206KNew |
N/A
|
206K
$4.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
194K+ 14123.53% |
N/A
|
196K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
194K+ 28.09% |
N/A
|
886K
$21.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
183KNew |
N/A
|
183K
$4.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173K+ 26.25% |
N/A
|
833K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
168KNew |
N/A
|
168K
$3.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
166K+ 912.63% |
N/A
|
184K
$4.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
159K+ 7.46% |
N/A
|
2.29M
$54.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
152K+ 19.98% |
N/A
|
910K
$21.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
145K+ 6.71% |
N/A
|
2.31M
$54.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
145K+ 13.75% |
N/A
|
1.2M
$28.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
142KNew |
N/A
|
142K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
135K+ 6.5% |
N/A
|
2.22M
$52.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
128K+ 79.65% |
N/A
|
289K
$6.88M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
120K+ 337.2% |
N/A
|
156K
$3.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
119KNew |
N/A
|
119K
$2.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
109K+ 9.11% |
N/A
|
1.31M
$31M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
92.1K+ 70.97% |
N/A
|
222K
$5.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
91.6KNew |
N/A
|
91.6K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.5K+ 19.56% |
N/A
|
553K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
90.4KNew |
N/A
|
90.4K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
88.6K+ 38.34% |
N/A
|
320K
$7.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
87.5K+ 146.72% |
N/A
|
147K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
86.3K+ 97016.85% |
N/A
|
86.4K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
85.9K+ 28.69% |
N/A
|
385K
$9.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
79.2K+ 8.99% |
N/A
|
960K
$22.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
77.7K+ 20.97% |
N/A
|
448K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
77.1K+ 29.9% |
N/A
|
335K
$7.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
75.2K+ 16.02% |
N/A
|
545K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
75K+ 275.19% |
N/A
|
102K
$2.43M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
70KNew |
N/A
|
70K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
68.9K+ 3.23% |
N/A
|
2.2M
$52.3M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
68.2K+ 72.07% |
N/A
|
163K
$3.87M
|