Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2025 Ter (IBTF)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBTF) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.77M+ 21.44% |
$63.6M - $65.4M
|
15.7M
$365M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
895K+ 43.65% |
$20.6M - $21.2M
|
2.95M
$68.7M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
580KNew |
$13.3M - $13.7M
|
580K
$13.5M
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
497KNew |
$11.4M - $11.8M
|
497K
$11.6M
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
480KNew |
$11M - $11.4M
|
480K
$11.2M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
335K+ 104.52% |
$7.71M - $7.93M
|
656K
$15.3M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
321K+ 3302.91% |
$7.39M - $7.6M
|
331K
$7.72M
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
264K+ 202.68% |
$6.07M - $6.24M
|
394K
$9.19M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
234KNew |
$5.39M - $5.54M
|
234K
$5.46M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
222K+ 288.08% |
$5.11M - $5.26M
|
300K
$6.99M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
219KNew |
$5.03M - $5.18M
|
219K
$5.1M
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
194K+ 674.28% |
$4.46M - $4.59M
|
223K
$5.19M
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
194K+ 850.37% |
$4.45M - $4.58M
|
216K
$5.05M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
185K+ 11.34% |
$4.25M - $4.37M
|
1.82M
$42.3M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
148K+ 10.14% |
$3.4M - $3.49M
|
1.61M
$37.4M
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
137KNew |
$3.14M - $3.23M
|
137K
$3.18M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
116KNew |
$2.68M - $2.75M
|
116K
$2.71M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 31.65% |
$2.42M - $2.49M
|
439K
$10.2M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
101K+ 495.73% |
$2.33M - $2.39M
|
122K
$2.84M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
98.1KNew |
$2.26M - $2.32M
|
98.1K
$2.29M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98K+ 67.97% |
$2.25M - $2.32M
|
242K
$5.64M
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
94.2KNew |
$2.17M - $2.23M
|
94.2K
$2.2M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
87.4KNew |
$2.01M - $2.07M
|
87.4K
$2.04M
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
87.2KNew |
$2M - $2.06M
|
87.2K
$2.03M
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
86.7K+ 95.42% |
$1.99M - $2.05M
|
178K
$4.14M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
83.5KNew |
$1.92M - $1.98M
|
83.5K
$1.95M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.3K+ 29.25% |
$1.89M - $1.95M
|
364K
$8.48M
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
76.4KNew |
$1.76M - $1.81M
|
76.4K
$1.78M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.4K+ 2.07% |
$1.71M - $1.76M
|
3.67M
$85.5M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
68.3K+ 18.5% |
$1.57M - $1.62M
|
438K
$10.2M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
59.6K+ 22.53% |
$1.37M - $1.41M
|
324K
$7.55M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.4K+ 15.03% |
$1.32M - $1.36M
|
439K
$10.2M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
54.5K+ 154.02% |
$1.25M - $1.29M
|
89.9K
$2.09M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51.6KNew |
$1.19M - $1.22M
|
51.6K
$1.2M
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
47.9KNew |
$1.1M - $1.13M
|
47.9K
$1.12M
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
46KNew |
$1.06M - $1.09M
|
46K
$1.07M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.9KNew |
$1.01M - $1.04M
|
43.9K
$1.02M
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
43.5K+ 1548.06% |
$1M - $1.03M
|
46.4K
$1.08M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.8K+ 44.28% |
$939K - $966K
|
133K
$3.1M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.1K+ 29.08% |
$898K - $924K
|
173K
$4.04M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.3K+ 28.26% |
$881K - $906K
|
174K
$4.05M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
34.2KNew |
$786K - $808K
|
34.2K
$796K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
31.3KNew |
$720K - $741K
|
31.3K
$730K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
29.7K+ 218.56% |
$682K - $702K
|
43.2K
$1.01M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
27.7KNew |
$637K - $655K
|
27.7K
$646K
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
26.1K+ 24.5% |
$599K - $616K
|
132K
$3.09M
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
25.5KNew |
$586K - $603K
|
25.5K
$594K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
24.3K+ 12.76% |
$558K - $574K
|
214K
$5M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.1K+ 3.7% |
$553K - $569K
|
674K
$15.7M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
24KNew |
$552K - $568K
|
24K
$560K
|