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 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.25K- 3.83% |
$56.3K - $57.1K
|
56.4K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.49K- 7.91% |
$62.4K - $63.3K
|
29K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.72K- 13.96% |
$68.2K - $69.2K
|
16.8K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.87K- 10.04% |
$72K - $73K
|
25.7K
$651K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-3.3K- 1.33% |
$82.7K - $83.8K
|
245K
$6.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-7.33K- 37.82% |
$184K - $186K
|
12.1K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.71K- 1.21% |
$193K - $196K
|
628K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-10.8K- 42.39% |
$272K - $275K
|
14.7K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.9K- 18.52% |
$348K - $353K
|
61.1K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.9K- 18.48% |
$448K - $455K
|
78.9K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.6K- 5.16% |
$516K - $524K
|
379K
$9.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.5K- 52.29% |
$890K - $903K
|
32.4K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-52.1K- 11.24% |
$1.31M - $1.32M
|
411K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61.5K- 10.32% |
$1.54M - $1.56M
|
535K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-135K- 14.08% |
$3.38M - $3.43M
|
823K
$20.8M
|