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
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.2K+ 67.46% |
$401K - $412K
|
40.1K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
16.1K+ 12.49% |
$399K - $410K
|
145K
$3.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.8K+ 30.3% |
$392K - $403K
|
68K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.5K+ 4.14% |
$384K - $394K
|
389K
$9.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.2K+ 9.83% |
$378K - $388K
|
170K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
15.1K+ 20.43% |
$374K - $384K
|
88.8K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
14.6K+ 7.56% |
$361K - $371K
|
207K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
13.9KNew |
$346K - $355K
|
13.9K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.4K+ 43.61% |
$333K - $342K
|
44.1K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.9K+ 9.83% |
$320K - $328K
|
144K
$3.6M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
12.7K+ 160.18% |
$314K - $323K
|
20.6K
$515K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.4K+ 9.21% |
$308K - $316K
|
147K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$307K - $315K
|
12.4K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
12.2K+ 15.77% |
$304K - $312K
|
89.9K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
11.9KNew |
$296K - $304K
|
11.9K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 19.77% |
$293K - $301K
|
71.5K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11.8K+ 11.33% |
$292K - $300K
|
116K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.6K+ 584.93% |
$287K - $295K
|
13.5K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.4K+ 2.51% |
$283K - $291K
|
467K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.4K+ 4.06% |
$282K - $290K
|
292K
$7.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
11KNew |
$273K - $280K
|
11K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.9K+ 371.76% |
$270K - $277K
|
13.8K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
10.6K+ 22.1% |
$262K - $269K
|
58.3K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
10.4K+ 866.67% |
$258K - $265K
|
11.6K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
10.2KNew |
$252K - $259K
|
10.2K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
10.1K+ 10.05% |
$251K - $258K
|
111K
$2.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.1K+ 5.28% |
$251K - $257K
|
201K
$5.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.83K+ 5.8% |
$244K - $250K
|
179K
$4.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.74KNew |
$242K - $248K
|
9.74K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.72KNew |
$241K - $248K
|
9.72K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9.27K+ 10.14% |
$230K - $236K
|
101K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.96KNew |
$222K - $228K
|
8.96K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
8.51K+ 27.9% |
$211K - $217K
|
39K
$977K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8.45KNew |
$210K - $215K
|
8.45K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
8.4K+ 33.06% |
$208K - $214K
|
33.8K
$846K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.37KNew |
$208K - $213K
|
8.37K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.28K+ 18.06% |
$206K - $211K
|
54.1K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.05KNew |
$200K - $205K
|
8.05K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
8KNew |
$199K - $204K
|
8K
$200K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7.96K+ 285.45% |
$198K - $203K
|
10.8K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
7.87K+ 49.25% |
$195K - $201K
|
23.9K
$597K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7.86K+ 5.4% |
$195K - $200K
|
153K
$3.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.26K+ 43.28% |
$180K - $185K
|
24K
$602K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7K+ 10.46% |
$174K - $178K
|
73.9K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
6.78K+ 14.59% |
$168K - $173K
|
53.2K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
6.46KNew |
$160K - $165K
|
6.46K
$162K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.3KNew |
$156K - $161K
|
6.3K
$158K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.17K+ 2.88% |
$153K - $157K
|
220K
$5.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
6.15KNew |
$153K - $157K
|
6.15K
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.1K+ 514.86% |
$151K - $155K
|
7.28K
$182K
|