Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.36KNew |
$212K - $214K
|
8.36K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.27KNew |
$210K - $212K
|
8.27K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.05KNew |
$204K - $206K
|
8.05K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.03KNew |
$204K - $206K
|
8.03K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.02KNew |
$204K - $205K
|
8.02K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8KNew |
$203K - $205K
|
8K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.52K+ 4.54% |
$191K - $193K
|
173K
$4.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.17K+ 19.4% |
$182K - $184K
|
44.1K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.74K+ 11.43% |
$171K - $173K
|
65.7K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.35K+ 7.46% |
$161K - $163K
|
91.4K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
5.87K+ 11.1% |
$149K - $150K
|
58.8K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.09K+ 4.01% |
$104K - $105K
|
106K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.71K+ 4.1% |
$94.2K - $95.1K
|
94.2K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
3.06K+ 9.88% |
$77.7K - $78.4K
|
34K
$870K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
2.65K+ 1.63% |
$67.3K - $67.9K
|
165K
$4.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.64K+ 6.65% |
$67K - $67.6K
|
42.3K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.48K+ 5.87% |
$63.1K - $63.6K
|
44.8K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.34K+ 24.79% |
$59.5K - $60K
|
11.8K
$302K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.25K+ 0.97% |
$57.1K - $57.6K
|
234K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.04K+ 2.89% |
$51.8K - $52.2K
|
72.5K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.99KNew |
$50.6K - $51K
|
1.99K
$50.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.91K+ 4.51% |
$48.6K - $49K
|
44.3K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.88K+ 513.7% |
$47.6K - $48K
|
2.24K
$57.3K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.81K+ 0.33% |
$46.1K - $46.4K
|
559K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.71K+ 5.65% |
$43.5K - $43.9K
|
32K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.64K+ 2.99% |
$41.7K - $42K
|
56.6K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.53K+ 3.59% |
$38.9K - $39.2K
|
44.2K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.47K+ 11.41% |
$37.3K - $37.7K
|
14.4K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.37K+ 1.05% |
$34.8K - $35.2K
|
132K
$3.38M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.18K+ 1.59% |
$30.1K - $30.3K
|
75.5K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
967+ 3.26% |
$24.6K - $24.8K
|
30.6K
$783K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
965New |
$24.5K - $24.7K
|
965
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
875+ 1.8% |
$22.2K - $22.4K
|
49.5K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
800+ 7.84% |
$20.3K - $20.5K
|
11K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
775+ 12.65% |
$19.7K - $19.9K
|
6.9K
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
655+ 5.91% |
$16.6K - $16.8K
|
11.7K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
654+ 6.64% |
$16.6K - $16.8K
|
10.5K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
544+ 0.93% |
$13.8K - $13.9K
|
59.2K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
520+ 2.52% |
$13.2K - $13.3K
|
21.2K
$541K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
514+ 0.76% |
$13.1K - $13.2K
|
67.8K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
255+ 1.31% |
$6.48K - $6.53K
|
19.8K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
149New |
$3.78K - $3.82K
|
149
$3.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
75+ 0.75% |
$1.91K - $1.92K
|
10.1K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
61+ 0.17% |
$1.55K - $1.56K
|
35.2K
$901K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
51+ 0.59% |
$1.3K - $1.31K
|
8.74K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44+ 0.1% |
$1.12K - $1.13K
|
44.3K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
37New |
$940 - $948
|
37
$946
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
20+ 0.12% |
$508 - $512
|
17.2K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
15+ 0.01% |
$381 - $384
|
119K
$3.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.67% |
$127 - $128
|
752
$19.2K
|