Purchases and Sales Made in Q2 2023 in Ishares Tr Ibonds Dec 2025 Ter (IBTF)

IBTF Quotes by TradingView

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 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
615
+ 3.93%
$14.2K - $14.5K
16.3K $379K
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
492
+ 2.42%
$11.4K - $11.6K
20.8K $486K
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
302
+ 1.26%
$6.99K - $7.13K
24.3K $567K
Aug 04, 2023 Q2 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
255
+ 1.63%
$5.9K - $6.02K
15.9K $371K
Jul 20, 2023 Q2 2023
Tkg Advisors, LLC

BUY
 -
233
+ 2.53%
$5.39K - $5.5K
9.44K $220K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
213
+ 6.96%
$4.93K - $5.03K
3.27K $76.4K
Jul 20, 2023 Q2 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
189
+ 300.0%
$4.37K - $4.46K
252 $5.88K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
170
New
$3.93K - $4.01K
170 $3.97K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
121
+ 12.74%
$2.8K - $2.86K
1.07K $25K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
41
+ 70.69%
$948 - $968
99 $2.31K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
30
+ 5.0%
$694 - $708
630 $14.7K
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
18
+ 0.99%
$416 - $425
1.84K $42.9K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
6
+ 0.62%
$139 - $142
973 $22.7K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-10
- 0.72%
$231 - $236
1.39K $32.3K
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-111
- 1.15%
$2.57K - $2.62K
9.56K $223K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

SELL
 -
-137
- 1.26%
$3.17K - $3.23K
10.7K $251K
Aug 01, 2023 Q2 2023
Truist Financial Corp

SELL
 -
-499
- 0.37%
$11.5K - $11.8K
135K $3.15M
Aug 07, 2023 Q2 2023
Robbins Farley LLC

Manchester, NH
SELL
 -
-518
- 37.65%
$12K - $12.2K
858 $20K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-632
- 5.51%
$14.6K - $14.9K
10.8K $253K
Jul 26, 2023 Q2 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-1K
- 8.23%
$23.1K - $23.6K
11.2K $260K
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

SELL
 -
-1.06K
- 4.47%
$24.6K - $25.1K
22.8K $531K
Jul 12, 2023 Q2 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
SELL
 -
-1.19K
- 7.01%
$27.4K - $28K
15.7K $367K
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

SELL
 -
-1.3K
- 7.07%
$30.1K - $30.7K
17.1K $399K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-1.8K
- 14.03%
$41.7K - $42.6K
11.1K $258K
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

SELL
 -
-1.84K
- 15.24%
$42.5K - $43.3K
10.2K $238K
Jul 03, 2023 Q2 2023
Confluence Investment Management LLC

SELL
 -
-2.12K
- 0.56%
$49K - $50K
375K $8.76M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

SELL
 -
-2.45K
- 13.02%
$56.7K - $57.8K
16.4K $382K
Aug 02, 2023 Q2 2023
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-3.23K
- 1.38%
$74.8K - $76.3K
231K $5.39M
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

SELL
 -
-3.34K
- 20.36%
$77.3K - $78.8K
13.1K $305K
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-3.41K
- 18.21%
$78.9K - $80.5K
15.3K $357K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-3.89K
- 3.27%
$90K - $91.8K
115K $2.68M
Aug 14, 2023 Q2 2023
Boston Family Office LLC

Boston, MA
SELL
 -
-4.97K
- 14.37%
$115K - $117K
29.6K $691K
Oct 02, 2024 Q2 2023
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-5.01K
- 8.38%
$116K - $118K
54.7K $1.28M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

SELL
 -
-5.17K
- 12.23%
$120K - $122K
37.1K $866K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-5.36K
- 1.47%
$124K - $126K
358K $8.36M
Jul 25, 2023 Q2 2023
Resonant Capital Advisors, LLC

SELL
 -
-5.61K
- 25.28%
$130K - $132K
16.6K $387K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-10.1K
- 5.57%
$233K - $238K
171K $3.99M
Jul 31, 2023 Q2 2023
Money Concepts Capital Corp

SELL
 -
-12.9K
- 40.75%
$299K - $305K
18.8K $438K
Jul 26, 2023 Q2 2023
Central Trust CO

Jefferson City, MO
SELL
 -
-23.1K
- 5.28%
$535K - $546K
415K $9.68M
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-76.8K
- 2.54%
$1.78M - $1.81M
2.95M $68.8M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-94.2K
- 13.98%
$2.18M - $2.22M
580K $13.5M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-136K
- 31.06%
$3.15M - $3.22M
302K $7.06M
Aug 10, 2023 Q2 2023
Rinkey Investments

San Diego, CA
SELL
 -
-226K
- 57.27%
$5.22M - $5.33M
168K $3.93M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

SELL
 -
-566K
- 86.23%
$13.1M - $13.4M
90.3K $2.11M
Aug 14, 2023 Q2 2023
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-577K
- 99.36%
$13.3M - $13.6M
3.71K $86.6K
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-873K
- 91.94%
$20.2M - $20.6M
76.6K $1.79M

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