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 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
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.45KNew |
$46.7K - $49K
|
2.45K
$47K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.27K+ 10.52% |
$43.4K - $45.6K
|
23.9K
$459K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.16KNew |
$41.3K - $43.3K
|
2.16K
$41.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.64K+ 4.81% |
$31.2K - $32.8K
|
35.6K
$685K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.5K+ 1.23% |
$28.6K - $30K
|
123K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.43K+ 67.29% |
$27.4K - $28.7K
|
3.56K
$68.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.28KNew |
$24.4K - $25.6K
|
1.28K
$24.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.2KNew |
$22.9K - $24K
|
1.2K
$23.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.1KNew |
$20.9K - $21.9K
|
1.1K
$21K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
938New |
$17.9K - $18.8K
|
938
$18K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
852New |
$16.3K - $17.1K
|
852
$16.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
772+ 0.91% |
$14.8K - $15.5K
|
85.4K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
598+ 0.72% |
$11.4K - $12K
|
83.9K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
323+ 1.86% |
$6.17K - $6.47K
|
17.7K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
275+ 43.86% |
$5.26K - $5.51K
|
902
$17.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28+ 1.3% |
$535 - $561
|
2.18K
$42K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
16New |
$306 - $321
|
16
$308
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15+ 0.62% |
$287 - $301
|
2.43K
$46.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 0.12% |
$210 - $220
|
9.09K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-16- 0.15% |
$306 - $321
|
10.9K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-207- 0.63% |
$3.96K - $4.15K
|
32.4K
$623K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-434- 0.41% |
$8.29K - $8.7K
|
105K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.22K- 39.86% |
$23.4K - $24.5K
|
1.84K
$35.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.84K- 73.87% |
$35.2K - $36.9K
|
651
$12.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.09K- 1.72% |
$39.9K - $41.8K
|
119K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.33K- 21.86% |
$63.6K - $66.7K
|
11.9K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.4K- 10.39% |
$65K - $68.2K
|
29.3K
$564K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.99K- 25.62% |
$114K - $120K
|
17.4K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.54K- 13.67% |
$125K - $131K
|
41.3K
$794K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.79K- 9.55% |
$149K - $156K
|
73.7K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.44K- 6.68% |
$161K - $169K
|
118K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.9K- 6.74% |
$381K - $399K
|
276K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-45K- 99.9% |
$860K - $902K
|
43
$826
|