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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9.63K+ 70.45% |
$223K - $225K
|
23.3K
$544K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.62K+ 15.06% |
$223K - $225K
|
73.5K
$1.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9.34K+ 1.42% |
$216K - $218K
|
668K
$15.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
9.22K+ 20.97% |
$214K - $215K
|
53.2K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
9.21K+ 21.11% |
$213K - $215K
|
52.8K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.01K+ 2.3% |
$209K - $211K
|
400K
$9.35M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.96K+ 10.26% |
$207K - $209K
|
96.3K
$2.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.57K+ 4.49% |
$199K - $200K
|
200K
$4.66M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.55K+ 4.14% |
$198K - $200K
|
215K
$5.03M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.01K+ 5.29% |
$185K - $187K
|
159K
$3.72M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.94K+ 5.62% |
$184K - $185K
|
149K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.92K+ 56.97% |
$183K - $185K
|
21.8K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.02K+ 24.2% |
$162K - $164K
|
36K
$841K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7K+ 7.53% |
$162K - $164K
|
100K
$2.33M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
6.35K+ 15.3% |
$147K - $148K
|
47.9K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.2K+ 1.54% |
$144K - $145K
|
410K
$9.57M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.65K+ 4.44% |
$131K - $132K
|
133K
$3.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.64K+ 27.06% |
$131K - $132K
|
26.5K
$618K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
5.33K+ 16.39% |
$124K - $125K
|
37.9K
$884K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.24K+ 7.81% |
$121K - $122K
|
72.4K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
4.81K+ 10.4% |
$111K - $112K
|
51.1K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.72K+ 19.41% |
$109K - $110K
|
29K
$677K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
4.71K+ 32.68% |
$109K - $110K
|
19.1K
$446K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.3K+ 5.25% |
$99.5K - $100K
|
86.2K
$2.01M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.83K+ 27.01% |
$88.8K - $89.6K
|
18K
$421K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.77K+ 23.42% |
$87.3K - $88K
|
19.9K
$464K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.46K+ 4.13% |
$80K - $80.7K
|
87.1K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.33K+ 13.75% |
$77.1K - $77.8K
|
27.6K
$644K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3.23K+ 226.53% |
$74.8K - $75.4K
|
4.65K
$109K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.08K+ 13.02% |
$71.2K - $71.8K
|
26.7K
$623K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.02KNew |
$69.9K - $70.5K
|
3.02K
$70.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3K+ 27.52% |
$69.5K - $70.1K
|
13.9K
$325K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.96K+ 21.8% |
$68.6K - $69.2K
|
16.5K
$386K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.85KNew |
$66K - $66.6K
|
2.85K
$66.5K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.67K+ 4.12% |
$61.9K - $62.4K
|
67.5K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.67K+ 4.67% |
$61.8K - $62.3K
|
59.8K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.5K+ 11.43% |
$57.9K - $58.4K
|
24.4K
$569K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.93K+ 16.6% |
$44.7K - $45K
|
13.5K
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.87K+ 11.89% |
$43.4K - $43.8K
|
17.6K
$412K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.57K+ 8.88% |
$36.4K - $36.7K
|
19.3K
$450K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.56K+ 6.0% |
$36.2K - $36.5K
|
27.6K
$645K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.51KNew |
$35K - $35.3K
|
1.51K
$35.3K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.48K+ 20.65% |
$34.3K - $34.6K
|
8.65K
$202K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.36K+ 0.67% |
$31.5K - $31.8K
|
204K
$4.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.29K+ 11.13% |
$29.8K - $30K
|
12.8K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
$24.9K - $25.1K
|
1.08K
$25.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.03K+ 5.29% |
$23.8K - $24K
|
20.5K
$478K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
976+ 0.67% |
$22.6K - $22.8K
|
147K
$3.42M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
862+ 8.71% |
$20K - $20.1K
|
10.8K
$251K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
842+ 80.19% |
$19.5K - $19.7K
|
1.89K
$44.2K
|