Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-40- 0.28% |
$1.06K - $1.07K
|
14.3K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-47- 5.88% |
$1.25K - $1.25K
|
752
$20.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-147- 5.28% |
$3.9K - $3.92K
|
2.64K
$70.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-250- 0.32% |
$6.64K - $6.67K
|
77.2K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-278- 0.87% |
$7.38K - $7.41K
|
31.7K
$846K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-361- 2.22% |
$9.58K - $9.63K
|
15.9K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-563- 3.7% |
$14.9K - $15K
|
14.7K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-726- 0.54% |
$19.3K - $19.4K
|
134K
$3.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.12K- 0.45% |
$29.8K - $30K
|
247K
$6.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.53K- 3.3% |
$40.7K - $40.9K
|
44.8K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 9.43% |
$60K - $60.3K
|
21.7K
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.29K- 2.66% |
$60.9K - $61.2K
|
83.8K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.62K- 8.42% |
$69.4K - $69.7K
|
28.4K
$759K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.92K- 33.06% |
$77.4K - $77.7K
|
5.9K
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.21K- 14.28% |
$85.3K - $85.7K
|
19.3K
$515K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.31K- 20.08% |
$88K - $88.4K
|
13.2K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.43K- 19.45% |
$91K - $91.4K
|
14.2K
$379K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.44K- 25.21% |
$91.2K - $91.6K
|
10.2K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-3.53K- 18.88% |
$93.7K - $94.1K
|
15.2K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4K- 14.55% |
$106K - $107K
|
23.5K
$627K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4.5K- 18.0% |
$119K - $120K
|
20.5K
$547K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-5.39K- 25.12% |
$143K - $144K
|
16.1K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-6.14K- 29.34% |
$163K - $164K
|
14.8K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.13K- 2.54% |
$189K - $190K
|
274K
$7.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-8.15K- 16.15% |
$216K - $217K
|
42.3K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-8.2K- 4.06% |
$218K - $219K
|
194K
$5.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.95K- 18.13% |
$238K - $239K
|
40.4K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-9.33K- 12.35% |
$248K - $249K
|
66.2K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-10K- 3.19% |
$266K - $267K
|
304K
$8.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.1K- 21.61% |
$321K - $322K
|
43.8K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-12.1K- 1.76% |
$322K - $324K
|
677K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-14.1K- 20.02% |
$376K - $377K
|
56.5K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.3K- 10.79% |
$407K - $409K
|
127K
$3.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-48.1K- 33.29% |
$1.28M - $1.28M
|
96.4K
$2.57M
|