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 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.8K+ 12.47% |
$613K - $627K
|
250K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
26.2K+ 9.43% |
$579K - $592K
|
304K
$6.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.9KNew |
$549K - $561K
|
24.9K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
24.8KNew |
$549K - $561K
|
24.8K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.6K+ 40.11% |
$545K - $557K
|
86.1K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
24K+ 60.81% |
$531K - $543K
|
63.6K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
24K+ 4.77% |
$530K - $542K
|
526K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
21.8KNew |
$481K - $492K
|
21.8K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.4K+ 15.77% |
$451K - $461K
|
150K
$3.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.1K+ 5.09% |
$443K - $453K
|
414K
$9.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
20K+ 48.74% |
$442K - $451K
|
61K
$1.36M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
19.8K+ 7.52% |
$437K - $446K
|
283K
$6.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.7K+ 60.24% |
$435K - $445K
|
52.4K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
19.6K+ 82.78% |
$433K - $443K
|
43.3K
$961K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2K+ 39.62% |
$424K - $433K
|
67.6K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.8K+ 18.36% |
$416K - $425K
|
121K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
18.4KNew |
$407K - $416K
|
18.4K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
18.3KNew |
$405K - $414K
|
18.3K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
17.6K+ 49.42% |
$390K - $398K
|
53.3K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
17.6KNew |
$390K - $398K
|
17.6K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17K+ 18.5% |
$377K - $385K
|
109K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.6KNew |
$346K - $353K
|
15.6K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.6K+ 2.85% |
$344K - $352K
|
562K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.5K+ 28.07% |
$343K - $350K
|
70.8K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.6K+ 8.6% |
$301K - $307K
|
172K
$3.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.5K+ 122.57% |
$299K - $306K
|
24.6K
$546K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.3K+ 14.08% |
$295K - $301K
|
108K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13K+ 22.31% |
$288K - $294K
|
71.4K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
12.9KNew |
$285K - $291K
|
12.9K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
12.8KNew |
$284K - $290K
|
12.8K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.4K+ 8.27% |
$274K - $280K
|
163K
$3.61M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.4K+ 13.18% |
$274K - $280K
|
106K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12K+ 28.56% |
$266K - $272K
|
54.2K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
11.7KNew |
$259K - $265K
|
11.7K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11.7KNew |
$258K - $264K
|
11.7K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11.5KNew |
$254K - $259K
|
11.5K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11K+ 76.21% |
$243K - $249K
|
25.5K
$566K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11K+ 42.03% |
$243K - $248K
|
37.2K
$825K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
10.9K+ 12.4% |
$241K - $247K
|
99K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.7K+ 16.07% |
$237K - $242K
|
77.5K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.47KNew |
$209K - $214K
|
9.47K
$210K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.15KNew |
$202K - $207K
|
9.15K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.83K+ 49.74% |
$195K - $200K
|
26.6K
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
8.57K+ 2.66% |
$189K - $193K
|
331K
$7.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.7K+ 20.07% |
$170K - $174K
|
46K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
7.29K+ 110.12% |
$161K - $165K
|
13.9K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.2K+ 33.01% |
$159K - $163K
|
29K
$645K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.09KNew |
$157K - $160K
|
7.09K
$158K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.52K+ 3.42% |
$144K - $147K
|
197K
$4.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.84K+ 20.2% |
$129K - $132K
|
34.7K
$772K
|