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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.82% |
$76.2 - $76.9
|
367
$9.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$25.4 - $25.6
|
15.7K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-28- 0.19% |
$711 - $717
|
15K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-155- 0.93% |
$3.94K - $3.97K
|
16.5K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-390- 5.1% |
$9.91K - $9.99K
|
7.26K
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-440- 1.3% |
$11.2K - $11.3K
|
33.5K
$857K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-450- 4.85% |
$11.4K - $11.5K
|
8.83K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-471- 3.66% |
$12K - $12.1K
|
12.4K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-542- 2.82% |
$13.8K - $13.9K
|
18.7K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-552- 1.15% |
$14K - $14.1K
|
47.4K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-578- 5.97% |
$14.7K - $14.8K
|
9.11K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-618- 0.44% |
$15.7K - $15.8K
|
141K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-650- 6.96% |
$16.5K - $16.7K
|
8.69K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-765- 5.7% |
$19.4K - $19.6K
|
12.7K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.57K- 3.26% |
$39.9K - $40.2K
|
46.6K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.97K- 2.96% |
$49.9K - $50.3K
|
64.4K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.05K- 4.45% |
$52.2K - $52.6K
|
44.1K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.3K- 11.89% |
$58.4K - $58.9K
|
17K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.76K- 8.34% |
$70K - $70.6K
|
30.3K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-2.9K- 5.37% |
$73.7K - $74.3K
|
51.1K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.95K- 10.6% |
$74.9K - $75.5K
|
24.9K
$636K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.1K- 32.47% |
$78.7K - $79.4K
|
6.44K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.67K- 43.66% |
$93.3K - $94.1K
|
4.74K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.89K- 22.71% |
$98.9K - $99.7K
|
13.2K
$339K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4K- 16.67% |
$102K - $102K
|
20K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-4.01K- 1.35% |
$102K - $103K
|
294K
$7.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-4.23K- 33.36% |
$108K - $108K
|
8.45K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.33K- 0.88% |
$110K - $111K
|
487K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.73K- 9.84% |
$120K - $121K
|
43.4K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-5.63K- 28.18% |
$143K - $144K
|
14.3K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.53K- 27.85% |
$166K - $167K
|
16.9K
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.85K- 1.24% |
$199K - $201K
|
623K
$15.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-8.09K- 40.05% |
$205K - $207K
|
12.1K
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.18K- 17.67% |
$233K - $235K
|
42.8K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12K- 8.7% |
$305K - $307K
|
126K
$3.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.7K- 65.12% |
$373K - $376K
|
7.87K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.4K- 5.71% |
$568K - $573K
|
369K
$9.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.8K- 62.26% |
$885K - $893K
|
21.1K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.6K- 11.99% |
$2.45M - $2.48M
|
709K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-98.3K- 13.08% |
$2.5M - $2.52M
|
654K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-126K- 12.73% |
$3.21M - $3.24M
|
866K
$22.2M
|