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 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
68.2K+ 72.07% |
N/A
|
163K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
66.7KNew |
N/A
|
66.7K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
66.5K+ 14.42% |
N/A
|
528K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
63.4KNew |
N/A
|
63.4K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
62.9K+ 61.15% |
N/A
|
166K
$3.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
62.9KNew |
N/A
|
62.9K
$1.49M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
59.5K+ 56.35% |
N/A
|
165K
$3.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
57.4K+ 10.23% |
N/A
|
619K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
55.5K+ 45.56% |
N/A
|
177K
$4.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
54.5K+ 109.92% |
N/A
|
104K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
52.4K+ 5.33% |
N/A
|
1.04M
$24.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.5K+ 33.43% |
N/A
|
205K
$4.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
47.9K+ 24.37% |
N/A
|
244K
$5.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
47.3K+ 64.79% |
N/A
|
120K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
46.1KNew |
N/A
|
46.1K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45.9K+ 8.34% |
N/A
|
597K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
45.8K+ 169.54% |
N/A
|
72.8K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
45.6KNew |
N/A
|
45.6K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
43.8K+ 10.71% |
N/A
|
452K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.6K+ 8.66% |
N/A
|
547K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
42.4K+ 6.56% |
N/A
|
688K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
41.8K+ 29.86% |
N/A
|
182K
$4.32M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
41.8K+ 21.13% |
N/A
|
240K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
41.2K+ 36.55% |
N/A
|
154K
$3.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
39.8K+ 7.86% |
N/A
|
546K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
39.2K+ 354.59% |
N/A
|
50.2K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
38.6K+ 24.57% |
N/A
|
196K
$4.65M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.2K+ 3.7% |
N/A
|
1.07M
$25.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
38.2K+ 12.02% |
N/A
|
356K
$8.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
37.8K+ 42.06% |
N/A
|
128K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.2K+ 2.97% |
N/A
|
1.25M
$29.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
35.8K+ 279.85% |
N/A
|
48.6K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
35.7K+ 48.09% |
N/A
|
110K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
34.5K+ 5.9% |
N/A
|
618K
$14.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
33.6K+ 2.38% |
N/A
|
1.45M
$34.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
33.5K+ 3.23% |
N/A
|
1.07M
$25.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
33.2K+ 15.65% |
N/A
|
245K
$5.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
31.5K+ 19.43% |
N/A
|
194K
$4.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
31.1KNew |
N/A
|
31.1K
$739K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.9K+ 3.55% |
N/A
|
871K
$20.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
29.4K+ 26.88% |
N/A
|
139K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
28.9K+ 63.84% |
N/A
|
74.2K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
28.8KNew |
N/A
|
28.8K
$683K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
28.4KNew |
N/A
|
28.4K
$673K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
28K+ 90.32% |
N/A
|
59K
$1.4M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
27.5KNew |
N/A
|
27.5K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.3K+ 15.09% |
N/A
|
208K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
26.7K+ 2.17% |
N/A
|
1.26M
$29.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
26.5K+ 3.6% |
N/A
|
764K
$18.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
26.3K+ 4.12% |
N/A
|
665K
$15.8M
|