Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.11K+ 5.4% |
$29.5K - $29.6K
|
21.7K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.08KNew |
$28.5K - $28.7K
|
1.08K
$28.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 11.98% |
$27.2K - $27.3K
|
9.58K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1KNew |
$26.6K - $26.7K
|
1K
$26.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
942+ 2.36% |
$25K - $25.1K
|
40.8K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
939+ 123.07% |
$24.9K - $25K
|
1.7K
$45.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
930+ 3.27% |
$24.7K - $24.8K
|
29.4K
$785K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
924New |
$24.5K - $24.6K
|
924
$24.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
858+ 4.5% |
$22.8K - $22.9K
|
19.9K
$532K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
855+ 3.82% |
$22.7K - $22.8K
|
23.3K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
737+ 3.86% |
$19.6K - $19.7K
|
19.8K
$530K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
713+ 0.87% |
$18.9K - $19K
|
82.8K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
650+ 4.51% |
$17.3K - $17.3K
|
15.1K
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
613+ 5.76% |
$16.3K - $16.3K
|
11.2K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
492+ 6.47% |
$13.1K - $13.1K
|
8.1K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
211+ 0.22% |
$5.6K - $5.63K
|
97.5K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
140New |
$3.72K - $3.73K
|
140
$3.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
140+ 0.86% |
$3.72K - $3.73K
|
16.5K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
105+ 0.19% |
$2.79K - $2.8K
|
55.5K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
16+ 0.11% |
$425 - $427
|
14.5K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 0.61% |
$372 - $373
|
2.31K
$61.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14+ 0.1% |
$372 - $373
|
13.6K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7+ 0.04% |
$186 - $187
|
17.5K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.7% |
$133 - $133
|
721
$19.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-1- 0.02% |
$26.6 - $26.7
|
4.17K
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-40- 0.28% |
$1.06K - $1.07K
|
14.3K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-47- 5.88% |
$1.25K - $1.25K
|
752
$20.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-98- 0.4% |
$2.6K - $2.61K
|
24.6K
$656K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-147- 5.28% |
$3.9K - $3.92K
|
2.64K
$70.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-225- 1.04% |
$5.97K - $6K
|
21.5K
$573K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-250- 0.32% |
$6.64K - $6.67K
|
77.2K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-278- 0.87% |
$7.38K - $7.41K
|
31.7K
$846K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-361- 2.22% |
$9.58K - $9.63K
|
15.9K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-385- 4.91% |
$10.2K - $10.3K
|
7.45K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-563- 3.7% |
$14.9K - $15K
|
14.7K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-666- 1.42% |
$17.7K - $17.8K
|
46.4K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-726- 0.54% |
$19.3K - $19.4K
|
134K
$3.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.12K- 0.45% |
$29.8K - $30K
|
247K
$6.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.25K- 1.25% |
$33.1K - $33.3K
|
98.2K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.53K- 3.3% |
$40.7K - $40.9K
|
44.8K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 9.43% |
$60K - $60.3K
|
21.7K
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.29K- 2.66% |
$60.9K - $61.2K
|
83.8K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.32K- 2.59% |
$61.6K - $61.8K
|
87.3K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.52K- 3.32% |
$67K - $67.3K
|
73.3K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.62K- 8.42% |
$69.4K - $69.7K
|
28.4K
$759K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.92K- 33.06% |
$77.4K - $77.7K
|
5.9K
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.21K- 14.28% |
$85.3K - $85.7K
|
19.3K
$515K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.31K- 20.08% |
$88K - $88.4K
|
13.2K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.33K- 5.24% |
$88.5K - $88.9K
|
60.2K
$1.61M
|