Purchases and Sales Made in Q1 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3M+ 944.61% |
$69.4M - $70M
|
3.31M
$77.2M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.64MNew |
$61.1M - $61.6M
|
2.64M
$61.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.69M+ 75.44% |
$39M - $39.4M
|
3.92M
$91.4M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.5MNew |
$34.7M - $35M
|
1.5M
$34.9M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28M+ 10.18% |
$29.7M - $29.9M
|
13.9M
$323M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04M+ 233.22% |
$24.2M - $24.4M
|
1.49M
$34.8M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
979K+ 1094.65% |
$22.7M - $22.9M
|
1.07M
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
634K+ 25.05% |
$14.7M - $14.8M
|
3.17M
$73.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
426KNew |
$9.88M - $9.96M
|
426K
$9.94M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
386K+ 24.82% |
$8.93M - $9.01M
|
1.94M
$45.2M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
365K+ 604.15% |
$8.44M - $8.52M
|
425K
$9.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
256KNew |
$5.93M - $5.98M
|
256K
$5.96M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
251K+ 15484.85% |
$5.82M - $5.87M
|
253K
$5.9M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
250K+ 7919.58% |
$5.79M - $5.84M
|
253K
$5.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
238K+ 19.65% |
$5.51M - $5.56M
|
1.45M
$33.8M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
238K+ 41.18% |
$5.51M - $5.55M
|
815K
$19M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
185K+ 198.86% |
$4.28M - $4.32M
|
278K
$6.47M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
184KNew |
$4.26M - $4.29M
|
184K
$4.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
181K+ 8.84% |
$4.2M - $4.24M
|
2.23M
$52.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
166KNew |
$3.85M - $3.88M
|
166K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
130K+ 3.54% |
$3.01M - $3.03M
|
3.79M
$88.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
130K+ 3.54% |
$3.01M - $3.03M
|
3.79M
$88.4M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
125K+ 738.51% |
$2.89M - $2.91M
|
141K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
121K+ 6.08% |
$2.8M - $2.83M
|
2.11M
$49.2M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
117KNew |
$2.7M - $2.73M
|
117K
$2.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
116K+ 11.71% |
$2.69M - $2.71M
|
1.11M
$25.8M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
112K+ 16.1% |
$2.6M - $2.63M
|
811K
$18.9M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108K+ 16900.63% |
$2.5M - $2.52M
|
109K
$2.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
104K+ 29.93% |
$2.41M - $2.43M
|
452K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
104K+ 27.66% |
$2.41M - $2.43M
|
480K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
103KNew |
$2.4M - $2.42M
|
103K
$2.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
97.5K+ 137.44% |
$2.26M - $2.28M
|
168K
$3.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
92K+ 77.82% |
$2.13M - $2.15M
|
210K
$4.9M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
87.3K+ 130.52% |
$2.02M - $2.04M
|
154K
$3.59M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.7K+ 38.01% |
$1.94M - $1.96M
|
304K
$7.09M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
83.7K+ 16.49% |
$1.94M - $1.96M
|
592K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
81.6K+ 108.4% |
$1.89M - $1.91M
|
157K
$3.66M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.8K+ 2.07% |
$1.78M - $1.79M
|
3.79M
$88.4M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
56.8K+ 2432.65% |
$1.31M - $1.33M
|
59.1K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
55.2K+ 17.29% |
$1.28M - $1.29M
|
375K
$8.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
52.2K+ 15.11% |
$1.21M - $1.22M
|
398K
$9.27M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
50.1K+ 89.94% |
$1.16M - $1.17M
|
106K
$2.47M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
50.1KNew |
$1.16M - $1.17M
|
50.1K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
48.4K+ 3273.56% |
$1.12M - $1.13M
|
49.9K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
48.2K+ 17.95% |
$1.12M - $1.13M
|
317K
$7.38M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
48.1K+ 42.41% |
$1.11M - $1.12M
|
161K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.3K+ 51.33% |
$1.1M - $1.1M
|
139K
$3.25M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
44.7K+ 14.36% |
$1.04M - $1.04M
|
356K
$8.3M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42.7K+ 120.92% |
$988K - $997K
|
78K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.6K+ 7.17% |
$987K - $995K
|
637K
$14.8M
|