Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) 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
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
31.2K+ 30.67% |
$784K - $795K
|
133K
$3.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
29.2KNew |
$731K - $741K
|
29.2K
$734K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
27.2KNew |
$682K - $692K
|
27.2K
$685K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23.3K+ 8.52% |
$585K - $593K
|
297K
$7.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23.3K+ 17.63% |
$585K - $593K
|
156K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
20.5K+ 77.76% |
$514K - $521K
|
46.9K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.8K+ 67.66% |
$295K - $299K
|
29.1K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.2K+ 7.88% |
$257K - $260K
|
140K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.95KNew |
$250K - $253K
|
9.95K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.87K+ 23.15% |
$247K - $251K
|
52.5K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
9.83KNew |
$247K - $250K
|
9.83K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.26KNew |
$207K - $210K
|
8.26K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7KNew |
$176K - $178K
|
7K
$176K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.34K+ 0.76% |
$134K - $136K
|
709K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.73K+ 3.73% |
$119K - $120K
|
131K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.32K+ 0.81% |
$83.4K - $84.5K
|
415K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.61K+ 2.08% |
$65.5K - $66.4K
|
128K
$3.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.49K+ 3.03% |
$37.4K - $38K
|
50.7K
$1.28M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.37K+ 6.1% |
$34.4K - $34.8K
|
23.8K
$600K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
79+ 0.8% |
$1.98K - $2.01K
|
9.98K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 0.8% |
$150 - $153
|
756
$19K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-435- 1.05% |
$10.9K - $11.1K
|
40.8K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-465- 2.79% |
$11.7K - $11.8K
|
16.2K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.56K- 3.21% |
$39K - $39.6K
|
46.9K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.25K- 3.83% |
$56.3K - $57.1K
|
56.4K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.49K- 7.91% |
$62.4K - $63.3K
|
29K
$730K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-3.3K- 1.33% |
$82.7K - $83.8K
|
245K
$6.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.71K- 1.21% |
$193K - $196K
|
628K
$15.8M
|