Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 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
|
- |
1.98MNew |
$49M - $50.3M
|
1.98M
$49.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.21MNew |
$30M - $30.8M
|
1.21M
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
608K+ 8.61% |
$15.1M - $15.5M
|
7.67M
$191M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
583KNew |
$14.5M - $14.9M
|
583K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
421K+ 95.92% |
$10.5M - $10.7M
|
861K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
261KNew |
$6.48M - $6.65M
|
261K
$6.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
226KNew |
$5.6M - $5.75M
|
226K
$5.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
224K+ 18.7% |
$5.55M - $5.7M
|
1.42M
$35.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
216K+ 8.41% |
$5.36M - $5.5M
|
2.78M
$69.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
206K+ 28.5% |
$5.1M - $5.24M
|
927K
$23.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
187KNew |
$4.63M - $4.76M
|
187K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
184K+ 10.21% |
$4.56M - $4.68M
|
1.98M
$49.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
182KNew |
$4.51M - $4.63M
|
182K
$4.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
177K+ 12.26% |
$4.4M - $4.51M
|
1.62M
$40.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
176K+ 118.74% |
$4.37M - $4.48M
|
324K
$8.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
170K+ 82.72% |
$4.21M - $4.33M
|
375K
$9.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
164K+ 6.47% |
$4.07M - $4.18M
|
2.7M
$67.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
162K+ 8.17% |
$4.02M - $4.13M
|
2.15M
$53.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
139KNew |
$3.46M - $3.55M
|
139K
$3.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
138KNew |
$3.42M - $3.51M
|
138K
$3.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
128K+ 75.44% |
$3.19M - $3.27M
|
299K
$7.44M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
120K+ 145.29% |
$2.99M - $3.06M
|
203K
$5.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
119KNew |
$2.95M - $3.03M
|
119K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
88.7K+ 86.17% |
$2.2M - $2.26M
|
192K
$4.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
85.3K+ 142.1% |
$2.12M - $2.17M
|
145K
$3.62M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.8K+ 5.97% |
$1.83M - $1.88M
|
1.31M
$32.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
73.6K+ 5.02% |
$1.83M - $1.88M
|
1.54M
$38.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
72K+ 387.99% |
$1.79M - $1.83M
|
90.6K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
71.2K+ 13.66% |
$1.77M - $1.81M
|
592K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
62.8K+ 7.78% |
$1.56M - $1.6M
|
869K
$21.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59K+ 9.6% |
$1.46M - $1.5M
|
674K
$16.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
56.8KNew |
$1.41M - $1.45M
|
56.8K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
56.4K+ 6.99% |
$1.4M - $1.44M
|
863K
$21.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
54.2K+ 61644.32% |
$1.35M - $1.38M
|
54.3K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
52.7K+ 449.91% |
$1.31M - $1.34M
|
64.4K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49K+ 12.33% |
$1.22M - $1.25M
|
447K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.6KNew |
$1.21M - $1.24M
|
48.6K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
48.4K+ 9.23% |
$1.2M - $1.23M
|
572K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
48.2K+ 4.53% |
$1.2M - $1.23M
|
1.11M
$27.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
45.8K+ 24.04% |
$1.14M - $1.17M
|
236K
$5.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
45.5K+ 72.9% |
$1.13M - $1.16M
|
108K
$2.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45K+ 25.79% |
$1.12M - $1.15M
|
220K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.5K+ 50.1% |
$1.05M - $1.08M
|
127K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
41.8K+ 121.92% |
$1.04M - $1.07M
|
76.1K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
41.6K+ 305.27% |
$1.03M - $1.06M
|
55.3K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.6K+ 21.24% |
$1.03M - $1.06M
|
237K
$5.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
40.8K+ 39.7% |
$1.01M - $1.04M
|
144K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
39.6K+ 35.16% |
$982K - $1.01M
|
152K
$3.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38.1K+ 13.42% |
$947K - $972K
|
322K
$8.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
38.1KNew |
$945K - $970K
|
38.1K
$949K
|