Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 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
|
- |
1.32MNew |
$28.7M - $29.6M
|
1.32M
$28.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
500KNew |
$10.9M - $11.2M
|
500K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
350K+ 21.39% |
$7.63M - $7.87M
|
1.99M
$43.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
335K+ 165.58% |
$7.31M - $7.53M
|
537K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
258K+ 2090.36% |
$5.63M - $5.8M
|
271K
$5.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
177K+ 40.02% |
$3.87M - $3.98M
|
620K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
170K+ 21.77% |
$3.7M - $3.81M
|
949K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
124K+ 127.09% |
$2.7M - $2.78M
|
221K
$4.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
111K+ 29.57% |
$2.43M - $2.5M
|
487K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 27.42% |
$2.21M - $2.28M
|
471K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
91.1K+ 182.67% |
$1.99M - $2.05M
|
141K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
89.6K+ 581.15% |
$1.95M - $2.01M
|
105K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
87.7K+ 323.14% |
$1.91M - $1.97M
|
115K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
79.3K+ 60.71% |
$1.73M - $1.78M
|
210K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
73.9K+ 7.32% |
$1.61M - $1.66M
|
1.08M
$23.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
73.8K+ 33.15% |
$1.61M - $1.66M
|
297K
$6.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.2K+ 22.41% |
$1.44M - $1.49M
|
362K
$7.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
62.6KNew |
$1.36M - $1.41M
|
62.6K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
59.8K+ 36.7% |
$1.3M - $1.34M
|
223K
$4.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
56.4K+ 176.96% |
$1.23M - $1.27M
|
88.3K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51.3KNew |
$1.12M - $1.15M
|
51.3K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
51.1K+ 27.42% |
$1.11M - $1.15M
|
237K
$5.19M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
44.8K+ 10.99% |
$977K - $1.01M
|
452K
$9.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42.3K+ 148.08% |
$922K - $950K
|
70.8K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40.5K+ 30.31% |
$884K - $911K
|
174K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
38K+ 8.83% |
$829K - $854K
|
468K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
37.9KNew |
$828K - $853K
|
37.9K
$829K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
37.3KNew |
$814K - $839K
|
37.3K
$815K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33.6K+ 276.27% |
$733K - $755K
|
45.8K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
33.6K+ 30.98% |
$733K - $755K
|
142K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31.1K+ 331.41% |
$677K - $698K
|
40.4K
$883K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
23.4K+ 3.0% |
$511K - $526K
|
804K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
21.9KNew |
$478K - $493K
|
21.9K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
21.2KNew |
$463K - $477K
|
21.2K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
20.9K+ 41.67% |
$456K - $470K
|
71K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.8K+ 10.01% |
$453K - $467K
|
228K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
18.9KNew |
$412K - $425K
|
18.9K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
18.6KNew |
$405K - $418K
|
18.6K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18KNew |
$393K - $405K
|
18K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18K+ 46.2% |
$393K - $405K
|
57K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
17.4KNew |
$379K - $391K
|
17.4K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
17K+ 12.38% |
$372K - $383K
|
155K
$3.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17K+ 18.64% |
$370K - $382K
|
108K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15.8K+ 19.75% |
$345K - $355K
|
95.9K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
15.4K+ 4.22% |
$335K - $346K
|
380K
$8.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14K+ 10.31% |
$306K - $315K
|
150K
$3.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
13.8KNew |
$301K - $310K
|
13.8K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
13.6K+ 18.04% |
$297K - $306K
|
89.2K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.2KNew |
$288K - $297K
|
13.2K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
12.1K+ 17.64% |
$263K - $272K
|
80.6K
$1.76M
|