Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09M+ 398.69% |
$25.1M - $25.3M
|
1.36M
$31.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.04M+ 5.92% |
$23.9M - $24.1M
|
18.6M
$434M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.04M+ 15716.53% |
$23.9M - $24.1M
|
1.04M
$24.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
552K+ 112.45% |
$12.7M - $12.8M
|
1.04M
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
456K+ 20.83% |
$10.5M - $10.6M
|
2.65M
$61.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
329K+ 978.0% |
$7.58M - $7.64M
|
363K
$8.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
264KNew |
$6.07M - $6.12M
|
264K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
252K+ 71.37% |
$5.8M - $5.84M
|
605K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
183K+ 46.42% |
$4.22M - $4.25M
|
578K
$13.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
175K+ 1924.18% |
$4.02M - $4.05M
|
184K
$4.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
166K+ 9.38% |
$3.81M - $3.84M
|
1.93M
$45M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
152KNew |
$3.49M - $3.52M
|
152K
$3.54M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
129KNew |
$2.97M - $3M
|
129K
$3.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
126KNew |
$2.9M - $2.92M
|
126K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122K+ 20.63% |
$2.81M - $2.83M
|
714K
$16.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
110K+ 26.77% |
$2.53M - $2.55M
|
520K
$12.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
96.1K+ 22.76% |
$2.21M - $2.23M
|
518K
$12.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.1K+ 2.39% |
$2.17M - $2.18M
|
4.03M
$93.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
80.9K+ 269.99% |
$1.86M - $1.88M
|
111K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.5K+ 2.31% |
$1.76M - $1.77M
|
3.39M
$79M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
73.2KNew |
$1.68M - $1.7M
|
73.2K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
63.4K+ 662.87% |
$1.46M - $1.47M
|
72.9K
$1.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
61.9K+ 16.98% |
$1.43M - $1.44M
|
427K
$9.95M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
56.9K+ 29.56% |
$1.31M - $1.32M
|
249K
$5.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
50K+ 26.55% |
$1.15M - $1.16M
|
239K
$5.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49.7KNew |
$1.14M - $1.15M
|
49.7K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
46.2KNew |
$1.06M - $1.07M
|
46.2K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
45.8KNew |
$1.05M - $1.06M
|
45.8K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
43.4K+ 46.78% |
$999K - $1.01M
|
136K
$3.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
35.7KNew |
$821K - $827K
|
35.7K
$831K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
35.7KNew |
$821K - $827K
|
35.7K
$831K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
34.9KNew |
$802K - $809K
|
34.9K
$813K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34.5K+ 33.23% |
$794K - $801K
|
138K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
32.5K+ 70.28% |
$748K - $754K
|
78.7K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.2K+ 14.14% |
$695K - $701K
|
244K
$5.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.1K+ 50.64% |
$693K - $699K
|
89.6K
$2.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.8K+ 128.13% |
$663K - $669K
|
51.3K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
28.3K+ 46.71% |
$652K - $657K
|
88.9K
$2.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.6K+ 8.79% |
$611K - $616K
|
329K
$7.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.4K+ 6.05% |
$607K - $612K
|
462K
$10.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
26.1KNew |
$600K - $605K
|
26.1K
$608K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.9K+ 129.6% |
$596K - $601K
|
45.9K
$1.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.2KNew |
$580K - $585K
|
25.2K
$588K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
24.9K+ 207.57% |
$574K - $579K
|
37K
$861K
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
23.5KNew |
$541K - $545K
|
23.5K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.3K+ 6.49% |
$535K - $540K
|
382K
$8.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.2K+ 13063.53% |
$511K - $515K
|
22.4K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.9K+ 35.79% |
$504K - $508K
|
83.1K
$1.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.9KNew |
$503K - $507K
|
21.9K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
21.5KNew |
$494K - $498K
|
21.5K
$500K
|