Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.38M+ 795.56% |
$96.8M - $98.9M
|
4.93M
$110M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
915KNew |
$20.2M - $20.7M
|
915K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
854K+ 6441.13% |
$18.9M - $19.3M
|
868K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
806K+ 50.37% |
$17.8M - $18.2M
|
2.41M
$53.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
358K+ 217.68% |
$7.92M - $8.09M
|
523K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
290K+ 52.33% |
$6.41M - $6.55M
|
845K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
265K+ 21.27% |
$5.86M - $5.99M
|
1.51M
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
225K+ 6.98% |
$4.98M - $5.09M
|
3.46M
$76.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
224K+ 116.42% |
$4.95M - $5.06M
|
416K
$9.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
196K+ 24.69% |
$4.34M - $4.43M
|
991K
$22M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
196KNew |
$4.33M - $4.43M
|
196K
$4.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
167K+ 19.19% |
$3.68M - $3.76M
|
1.03M
$23M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
164K+ 39.73% |
$3.62M - $3.7M
|
576K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
159K+ 152.89% |
$3.52M - $3.6M
|
264K
$5.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
151KNew |
$3.34M - $3.42M
|
151K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
150K+ 40.06% |
$3.31M - $3.39M
|
524K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
147K+ 25.75% |
$3.24M - $3.31M
|
715K
$15.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
144K+ 26.46% |
$3.18M - $3.25M
|
688K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
128KNew |
$2.83M - $2.9M
|
128K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
116K+ 8.51% |
$2.57M - $2.63M
|
1.48M
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
111KNew |
$2.45M - $2.5M
|
111K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103K+ 12.73% |
$2.28M - $2.33M
|
915K
$20.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
99.7K+ 113.41% |
$2.2M - $2.25M
|
188K
$4.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
96.4KNew |
$2.13M - $2.18M
|
96.4K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
95.1KNew |
$2.1M - $2.15M
|
95.1K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
95K+ 229.21% |
$2.1M - $2.15M
|
136K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
90.1KNew |
$1.99M - $2.04M
|
90.1K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
89.1KNew |
$1.97M - $2.01M
|
89.1K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
85.7K+ 114.03% |
$1.89M - $1.94M
|
161K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
79.4K+ 78.76% |
$1.76M - $1.79M
|
180K
$4.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
71.8K+ 32.45% |
$1.59M - $1.62M
|
293K
$6.51M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
62K+ 4.57% |
$1.37M - $1.4M
|
1.42M
$31.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
61.3KNew |
$1.36M - $1.39M
|
61.3K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59.6K+ 16.45% |
$1.32M - $1.35M
|
422K
$9.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
58.2KNew |
$1.29M - $1.31M
|
58.2K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
57.2KNew |
$1.27M - $1.29M
|
57.2K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
56.1K+ 27.27% |
$1.24M - $1.27M
|
262K
$5.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50.8K+ 3412.09% |
$1.12M - $1.15M
|
52.3K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
50.4K+ 8.87% |
$1.11M - $1.14M
|
618K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48K+ 202.86% |
$1.06M - $1.08M
|
71.6K
$1.59M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
44.4K+ 10.58% |
$982K - $1M
|
464K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.1K+ 60.44% |
$931K - $952K
|
112K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
42.1KNew |
$930K - $950K
|
42.1K
$935K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38K+ 12.67% |
$841K - $860K
|
338K
$7.52M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37.9K+ 93.11% |
$837K - $855K
|
78.5K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
36.3KNew |
$803K - $820K
|
36.3K
$807K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
35.9K+ 140.45% |
$794K - $811K
|
61.5K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32K+ 21.95% |
$707K - $722K
|
178K
$3.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
31.4KNew |
$694K - $709K
|
31.4K
$697K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
29.2K+ 293.06% |
$646K - $660K
|
39.2K
$871K
|