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 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.43K- 19.45% |
$91K - $91.4K
|
14.2K
$379K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.44K- 25.21% |
$91.2K - $91.6K
|
10.2K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-3.47K- 8.82% |
$92.1K - $92.5K
|
35.9K
$958K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-3.53K- 18.88% |
$93.7K - $94.1K
|
15.2K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4K- 14.55% |
$106K - $107K
|
23.5K
$628K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4.5K- 18.0% |
$119K - $120K
|
20.5K
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-4.5K- 1.67% |
$119K - $120K
|
265K
$7.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4.98K- 19.24% |
$132K - $133K
|
20.9K
$558K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-5.39K- 25.12% |
$143K - $144K
|
16.1K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-6.14K- 29.34% |
$163K - $164K
|
14.8K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.13K- 2.54% |
$189K - $190K
|
274K
$7.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.4K- 1.46% |
$197K - $197K
|
500K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-8.15K- 16.15% |
$216K - $217K
|
42.3K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-8.2K- 4.06% |
$218K - $219K
|
194K
$5.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.95K- 18.13% |
$238K - $239K
|
40.4K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-9.33K- 12.35% |
$248K - $249K
|
66.2K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10K- 3.19% |
$266K - $267K
|
304K
$8.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.1K- 21.61% |
$321K - $322K
|
43.8K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-12.1K- 1.76% |
$322K - $324K
|
677K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-14.1K- 20.02% |
$376K - $377K
|
56.5K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.3K- 10.79% |
$407K - $409K
|
127K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.6K- 5.03% |
$654K - $657K
|
465K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.4K- 18.33% |
$702K - $705K
|
118K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-48.1K- 33.29% |
$1.28M - $1.28M
|
96.4K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-53K- 11.93% |
$1.41M - $1.41M
|
392K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.6K- 83.52% |
$1.5M - $1.51M
|
11.2K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-71.6K- 81.17% |
$1.9M - $1.91M
|
16.6K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73.8K- 14.58% |
$1.96M - $1.97M
|
432K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-76.5K- 4.28% |
$2.03M - $2.04M
|
1.71M
$45.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-110K- 99.71% |
$2.92M - $2.93M
|
324
$8.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-171K- 17.15% |
$4.53M - $4.55M
|
824K
$22M
|