Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBTM) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
343KNew |
$7.59M - $8.06M
|
343K
$7.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
207KNew |
$4.58M - $4.86M
|
207K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
157K+ 10.92% |
$3.47M - $3.69M
|
1.59M
$36.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.7K+ 1374.23% |
$2.01M - $2.13M
|
97.3K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.2KNew |
$1.64M - $1.74M
|
74.2K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
53.8K+ 9.07% |
$1.19M - $1.26M
|
647K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.4K+ 15.22% |
$1.09M - $1.16M
|
374K
$8.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.6KNew |
$986K - $1.05M
|
44.6K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
36.6KNew |
$810K - $860K
|
36.6K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.1K+ 4.26% |
$754K - $801K
|
835K
$19M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.2K+ 33.86% |
$735K - $781K
|
131K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.3K+ 16.18% |
$492K - $523K
|
160K
$3.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1K+ 17.0% |
$311K - $331K
|
96.9K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.7KNew |
$304K - $323K
|
13.7K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.9K+ 63.96% |
$285K - $303K
|
33K
$753K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$226K - $240K
|
10.2K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
9.65K+ 759.84% |
$213K - $227K
|
10.9K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.6K+ 28.48% |
$212K - $226K
|
43.3K
$987K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.73KNew |
$193K - $205K
|
8.73K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.56K+ 22.31% |
$189K - $201K
|
47K
$1.07M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
7.47K+ 1.78% |
$165K - $175K
|
426K
$9.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.79K+ 24.02% |
$150K - $159K
|
35.1K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.47KNew |
$98.9K - $105K
|
4.47K
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.34K+ 9.52% |
$96.1K - $102K
|
50K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.32K+ 25.1% |
$95.5K - $101K
|
21.5K
$490K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.9K+ 33.85% |
$86.4K - $91.7K
|
15.4K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.06K+ 1003.61% |
$67.7K - $71.9K
|
3.37K
$76.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.77K+ 4.3% |
$61.3K - $65.1K
|
67.3K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.26K+ 17.37% |
$49.9K - $53K
|
15.2K
$347K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.22K+ 2.46% |
$49.2K - $52.2K
|
92.5K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
$33.2K - $35.2K
|
1.5K
$34.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.4K+ 9.06% |
$30.9K - $32.8K
|
16.8K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.39K+ 1.33% |
$30.7K - $32.7K
|
106K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
762+ 0.68% |
$16.9K - $17.9K
|
113K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
733New |
$16.2K - $17.2K
|
733
$16.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
714+ 1.81% |
$15.8K - $16.8K
|
40.2K
$916K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
500+ 8.49% |
$11.1K - $11.7K
|
6.39K
$146K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
235+ 1.19% |
$5.2K - $5.52K
|
20K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
158+ 50.8% |
$3.49K - $3.71K
|
469
$10.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.27% |
$88.5 - $94
|
1.47K
$33.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-12- 0.66% |
$265 - $282
|
1.81K
$41.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-247- 2.54% |
$5.46K - $5.8K
|
9.47K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-543- 2.41% |
$12K - $12.8K
|
22K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.04K- 39.79% |
$23K - $24.5K
|
1.58K
$35.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.36K- 34.19% |
$52.2K - $55.4K
|
4.54K
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.87K- 11.86% |
$63.4K - $67.3K
|
21.3K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4.23K- 21.04% |
$93.5K - $99.3K
|
15.9K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-12.8K- 6.89% |
$284K - $301K
|
173K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-21.9K- 9.85% |
$483K - $513K
|
200K
$4.56M
|