Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2030 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
514K+ 25.84% |
$9.82M - $10.3M
|
2.5M
$48.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
506KNew |
$9.66M - $10.1M
|
506K
$9.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
381K+ 57.2% |
$7.28M - $7.63M
|
1.05M
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.8K+ 587.88% |
$1.24M - $1.3M
|
75.8K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.8K+ 41.58% |
$1.22M - $1.28M
|
217K
$4.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
59.2K+ 5.81% |
$1.13M - $1.19M
|
1.08M
$20.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
53.8K+ 14.54% |
$1.03M - $1.08M
|
424K
$8.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
44KNew |
$840K - $881K
|
44K
$845K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
41.5KNew |
$794K - $833K
|
41.5K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.2K+ 251.26% |
$654K - $685K
|
47.8K
$919K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
32.9KNew |
$629K - $660K
|
32.9K
$633K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
29.7K+ 12.26% |
$567K - $595K
|
272K
$5.22M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.2K+ 23.7% |
$501K - $526K
|
137K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
22.9K+ 28.5% |
$437K - $458K
|
103K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.3K+ 91.87% |
$408K - $428K
|
44.6K
$857K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
21.2K+ 13.55% |
$405K - $425K
|
178K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.7K+ 37.05% |
$377K - $395K
|
72.9K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.2K+ 14.61% |
$367K - $385K
|
151K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
18.5KNew |
$353K - $370K
|
18.5K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
17.7KNew |
$339K - $355K
|
17.7K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
15.9K+ 4.87% |
$303K - $318K
|
342K
$6.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
15.3KNew |
$292K - $306K
|
15.3K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15K+ 2.79% |
$287K - $301K
|
554K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
14.2KNew |
$271K - $284K
|
14.2K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.5KNew |
$258K - $270K
|
13.5K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
12.7K+ 49.89% |
$243K - $255K
|
38.2K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.4KNew |
$238K - $249K
|
12.4K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
12.2KNew |
$232K - $244K
|
12.2K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.9K+ 45.0% |
$228K - $239K
|
38.5K
$739K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
11.5K+ 129.18% |
$220K - $231K
|
20.5K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5K+ 11.26% |
$220K - $231K
|
114K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.5KNew |
$219K - $230K
|
11.5K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.2KNew |
$195K - $204K
|
10.2K
$196K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
8K+ 15.46% |
$153K - $160K
|
59.8K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.96KNew |
$152K - $159K
|
7.96K
$153K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.66K+ 10.67% |
$146K - $154K
|
79.4K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.31K+ 15.55% |
$140K - $146K
|
54.3K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.96K+ 30.99% |
$133K - $139K
|
29.4K
$565K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
6.16K+ 1.57% |
$118K - $124K
|
400K
$7.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.98K+ 3.01% |
$114K - $120K
|
205K
$3.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
5.43K+ 2.01% |
$104K - $109K
|
275K
$5.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.21KNew |
$99.6K - $104K
|
5.21K
$100K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
5.21K+ 0.96% |
$99.5K - $104K
|
547K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.56K+ 33.73% |
$87.1K - $91.3K
|
18.1K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 24.65% |
$66.9K - $70.2K
|
17.7K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.11K+ 8.31% |
$59.4K - $62.3K
|
40.5K
$779K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.63K+ 3.64% |
$50.2K - $52.7K
|
74.8K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.59K+ 2.44% |
$49.5K - $51.9K
|
109K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.56K+ 2.17% |
$48.9K - $51.2K
|
121K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.5K+ 6.84% |
$47.8K - $50.1K
|
39.1K
$751K
|