Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBDX) 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 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.49K+ 2.14% |
$184K - $193K
|
358K
$8.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
7.16K+ 9.82% |
$175K - $184K
|
80K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.07K+ 4.04% |
$173K - $182K
|
182K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.98K+ 3.39% |
$147K - $154K
|
182K
$4.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.92K+ 2.22% |
$145K - $152K
|
273K
$6.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.78K+ 17.3% |
$142K - $149K
|
39.2K
$973K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.43K+ 40.49% |
$133K - $140K
|
18.8K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.39K+ 2.72% |
$132K - $139K
|
203K
$5.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.98K+ 47.16% |
$122K - $128K
|
15.5K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.88K+ 1.25% |
$119K - $125K
|
394K
$9.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.43K+ 4.79% |
$108K - $114K
|
97K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.16K+ 39.46% |
$102K - $107K
|
14.7K
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
4K+ 9.76% |
$98K - $103K
|
45K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.11K+ 5.23% |
$76.2K - $80K
|
62.6K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 15.36% |
$73.5K - $77.1K
|
22.5K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.9K+ 9.53% |
$71.1K - $74.6K
|
33.3K
$827K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.71K+ 2.31% |
$66.3K - $69.6K
|
120K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.7K+ 8.81% |
$66.2K - $69.5K
|
33.4K
$828K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.38K+ 7.9% |
$58.4K - $61.3K
|
32.5K
$807K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.3K+ 6.2% |
$56.4K - $59.2K
|
39.4K
$978K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.2K+ 223.02% |
$53.9K - $56.6K
|
3.19K
$79K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.97K+ 5.24% |
$48.3K - $50.7K
|
39.6K
$982K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.9KNew |
$46.6K - $49K
|
1.9K
$47.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.88K+ 4.44% |
$46K - $48.3K
|
44.1K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.82KNew |
$44.5K - $46.8K
|
1.82K
$45.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.81K+ 0.44% |
$44.3K - $46.5K
|
411K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.63KNew |
$39.8K - $41.8K
|
1.63K
$40.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.46K+ 1.54% |
$35.7K - $37.5K
|
96K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.12K+ 1.81% |
$27.5K - $28.9K
|
63K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
727+ 0.44% |
$17.8K - $18.7K
|
166K
$4.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
720+ 42.99% |
$17.6K - $18.5K
|
2.4K
$59.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
700+ 13.73% |
$17.2K - $18K
|
5.8K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
689New |
$16.9K - $17.7K
|
689
$17.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
661New |
$16.2K - $17K
|
661
$16.4K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
596+ 6.93% |
$14.6K - $15.3K
|
9.2K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
395+ 6.56% |
$9.68K - $10.2K
|
6.41K
$159K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
190+ 1.09% |
$4.66K - $4.89K
|
17.6K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-19- 0.11% |
$466 - $489
|
17.6K
$438K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-69- 0.14% |
$1.69K - $1.77K
|
48.7K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-415- 4.73% |
$10.2K - $10.7K
|
8.35K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-967- 1.14% |
$23.7K - $24.9K
|
83.7K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.72K- 81.9% |
$42K - $44.1K
|
379
$9.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.83K- 1.24% |
$44.7K - $46.9K
|
145K
$3.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.2K- 2.44% |
$78.5K - $82.4K
|
128K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.05K- 2.64% |
$99.2K - $104K
|
149K
$3.71M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.44K- 9.55% |
$109K - $114K
|
42.1K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.93K- 15.24% |
$145K - $153K
|
33K
$819K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.91K- 1.77% |
$218K - $229K
|
496K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-12.9K- 2.22% |
$317K - $333K
|
569K
$14.1M
|