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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.9KNew |
$41.4K - $42.7K
|
1.9K
$41.7K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.9K+ 2.22% |
$41.4K - $42.6K
|
87.2K
$1.91M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.83KNew |
$39.8K - $41K
|
1.83K
$40.1K
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.37K+ 1.28% |
$29.8K - $30.8K
|
108K
$2.37M
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.15KNew |
$25.1K - $25.9K
|
1.15K
$25.2K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.14K+ 3.26% |
$24.8K - $25.5K
|
36K
$789K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.13KNew |
$24.7K - $25.5K
|
1.13K
$24.9K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.05KNew |
$23K - $23.7K
|
1.05K
$23.1K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1K+ 7.81% |
$21.8K - $22.5K
|
13.8K
$303K
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
925+ 69.55% |
$20.2K - $20.8K
|
2.26K
$49.5K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
751New |
$16.4K - $16.9K
|
751
$16.5K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
745+ 1.89% |
$16.2K - $16.7K
|
40.3K
$884K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
498+ 5.14% |
$10.9K - $11.2K
|
10.2K
$224K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 10.91% |
$6.54K - $6.74K
|
3.05K
$66.9K
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
295+ 1.29% |
$6.43K - $6.63K
|
23.2K
$509K
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
245+ 0.22% |
$5.34K - $5.51K
|
109K
$2.4M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
238New |
$5.19K - $5.35K
|
238
$5.22K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
205+ 1.6% |
$4.47K - $4.61K
|
13K
$286K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
204+ 1.29% |
$4.45K - $4.59K
|
16.1K
$353K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
199+ 1.42% |
$4.34K - $4.47K
|
14.2K
$312K
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
135+ 1.06% |
$2.94K - $3.03K
|
12.9K
$283K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
94+ 3.14% |
$2.05K - $2.11K
|
3.09K
$67.8K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 0.68% |
$1.98K - $2.05K
|
13.4K
$294K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21+ 1.29% |
$458 - $472
|
1.65K
$36.3K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.01% |
$436 - $450
|
139K
$3.05M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 0.6% |
$305 - $315
|
2.33K
$51.2K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$65.4 - $67.4
|
3.35K
$73.6K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-3- 0.31% |
$65.4 - $67.4
|
950
$20.9K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-52- 0.99% |
$1.13K - $1.17K
|
5.2K
$114K
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-273- 48.58% |
$5.95K - $6.14K
|
289
$6.34K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-360- 0.12% |
$7.85K - $8.09K
|
294K
$6.46M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.09K- 39.95% |
$23.8K - $24.5K
|
1.64K
$36K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 74.05% |
$35.9K - $37K
|
576
$12.6K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.96K- 5.67% |
$42.7K - $44K
|
32.5K
$714K
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-12.1K- 62.77% |
$263K - $271K
|
7.15K
$157K
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-14.3K- 57.77% |
$313K - $322K
|
10.5K
$230K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-26.7K- 8.14% |
$582K - $600K
|
302K
$6.62M
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-32.6K- 32.42% |
$712K - $734K
|
68K
$1.49M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-33.7K- 73.72% |
$736K - $758K
|
12K
$264K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-38.5K- 26.19% |
$840K - $866K
|
109K
$2.38M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-40.9K- 15.18% |
$891K - $918K
|
228K
$5.01M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.1K- 20.06% |
$1.07M - $1.1M
|
196K
$4.3M
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-72K- 10.55% |
$1.57M - $1.62M
|
610K
$13.4M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-83.6K- 93.14% |
$1.82M - $1.88M
|
6.15K
$135K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-218K- 26.95% |
$4.76M - $4.91M
|
591K
$13M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-248K- 35.3% |
$5.4M - $5.56M
|
454K
$9.96M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-258K- 95.43% |
$5.63M - $5.8M
|
12.4K
$271K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-286K- 27.94% |
$6.25M - $6.44M
|
739K
$16.2M
|