Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.19MNew |
$50.6M - $51.7M
|
2.19M
$51M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.9M+ 12.13% |
$44M - $44.9M
|
17.6M
$410M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.84MNew |
$42.5M - $43.3M
|
1.84M
$42.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
367K+ 12.47% |
$8.5M - $8.67M
|
3.31M
$77.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
265K+ 7.23% |
$6.13M - $6.26M
|
3.93M
$91.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
256K+ 53.37% |
$5.93M - $6.05M
|
737K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
227K+ 12.52% |
$5.26M - $5.37M
|
2.04M
$47.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
191K+ 63.79% |
$4.42M - $4.51M
|
491K
$11.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
175KNew |
$4.05M - $4.14M
|
175K
$4.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
158K+ 9.86% |
$3.66M - $3.73M
|
1.76M
$41.1M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153K+ 34.76% |
$3.53M - $3.6M
|
592K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119K+ 102.09% |
$2.75M - $2.81M
|
235K
$5.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 45.73% |
$2.56M - $2.61M
|
353K
$8.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
100K+ 57.7% |
$2.31M - $2.36M
|
273K
$6.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
92K+ 75.61% |
$2.13M - $2.17M
|
214K
$4.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
82.7KNew |
$1.91M - $1.95M
|
82.7K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.6KNew |
$1.77M - $1.81M
|
76.6K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.8K+ 19.28% |
$1.48M - $1.51M
|
395K
$9.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
61.6KNew |
$1.43M - $1.45M
|
61.6K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.4KNew |
$1.35M - $1.38M
|
58.4K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
58.3K+ 26.92% |
$1.35M - $1.38M
|
275K
$6.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.7K+ 10.88% |
$988K - $1.01M
|
435K
$10.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
41.4K+ 8.32% |
$957K - $977K
|
539K
$12.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40.9K+ 12.64% |
$947K - $966K
|
365K
$8.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
37.7K+ 16.92% |
$872K - $890K
|
261K
$6.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36K+ 69.71% |
$832K - $849K
|
87.6K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.2KNew |
$676K - $690K
|
29.2K
$682K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
24.4K+ 67.39% |
$565K - $576K
|
60.6K
$1.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
24.3K+ 11.34% |
$562K - $573K
|
239K
$5.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.2K+ 148.27% |
$559K - $571K
|
40.5K
$944K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.1K+ 134.13% |
$558K - $570K
|
42.1K
$982K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.5KNew |
$520K - $531K
|
22.5K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.8K+ 13.1% |
$505K - $515K
|
188K
$4.39M
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
21.6KNew |
$499K - $509K
|
21.6K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.2K+ 76.56% |
$491K - $501K
|
48.9K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
20.8K+ 21.21% |
$481K - $491K
|
119K
$2.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
20.7K+ 15.6% |
$478K - $487K
|
153K
$3.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
20.6KNew |
$476K - $485K
|
20.6K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20KNew |
$462K - $471K
|
20K
$466K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
19.8K+ 23.71% |
$458K - $467K
|
103K
$2.41M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
18.8K+ 58.92% |
$435K - $444K
|
50.7K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 10.71% |
$431K - $440K
|
193K
$4.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
16.4K+ 73.8% |
$380K - $388K
|
38.7K
$902K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7K+ 11.8% |
$363K - $371K
|
149K
$3.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.6K+ 35.48% |
$360K - $368K
|
59.5K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.3K+ 178.08% |
$353K - $361K
|
23.9K
$556K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.7K+ 12.58% |
$341K - $348K
|
132K
$3.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
14.5K+ 8.18% |
$336K - $343K
|
192K
$4.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14K+ 15.59% |
$324K - $331K
|
104K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.9K+ 29.47% |
$322K - $329K
|
61.2K
$1.43M
|