Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.9MNew |
$297M - $303M
|
12.9M
$301M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.59M+ 70713.56% |
$82.7M - $84.3M
|
3.59M
$83.8M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.85M+ 930.31% |
$42.7M - $43.5M
|
2.05M
$47.8M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
933K+ 5417.8% |
$21.5M - $21.9M
|
950K
$22.2M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
933K+ 5417.8% |
$21.5M - $21.9M
|
950K
$22.2M
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
410KNew |
$9.45M - $9.63M
|
410K
$9.56M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
368K+ 40358.49% |
$8.49M - $8.65M
|
369K
$8.61M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
272K+ 2751.88% |
$6.26M - $6.38M
|
281K
$6.56M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
264KNew |
$6.09M - $6.21M
|
264K
$6.16M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
224K+ 15.91% |
$5.16M - $5.25M
|
1.63M
$38M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
190KNew |
$4.38M - $4.46M
|
190K
$4.43M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
155KNew |
$3.57M - $3.63M
|
155K
$3.61M
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
155K+ 1394.1% |
$3.56M - $3.63M
|
166K
$3.86M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
139K+ 56.92% |
$3.19M - $3.25M
|
382K
$8.9M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
113K+ 851.2% |
$2.62M - $2.66M
|
127K
$2.96M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
106K+ 365.05% |
$2.45M - $2.5M
|
136K
$3.16M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 273.58% |
$2.43M - $2.48M
|
144K
$3.36M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
102KNew |
$2.34M - $2.39M
|
102K
$2.37M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
92.7K+ 6.79% |
$2.14M - $2.18M
|
1.46M
$34M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92.2KNew |
$2.13M - $2.17M
|
92.2K
$2.15M
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
90.9KNew |
$2.1M - $2.13M
|
90.9K
$2.12M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.9K+ 28.34% |
$2M - $2.04M
|
394K
$9.18M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
74.5K+ 180.81% |
$1.72M - $1.75M
|
116K
$2.7M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
71.2K+ 28.51% |
$1.64M - $1.67M
|
321K
$7.48M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
61K+ 377.21% |
$1.41M - $1.43M
|
77.2K
$1.8M
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
57.5KNew |
$1.33M - $1.35M
|
57.5K
$1.34M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
55.5KNew |
$1.28M - $1.3M
|
55.5K
$1.29M
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
55.3KNew |
$1.28M - $1.3M
|
55.3K
$1.29M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.5K+ 56.53% |
$1.12M - $1.14M
|
134K
$3.13M
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
45.4KNew |
$1.05M - $1.07M
|
45.4K
$1.06M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.7K+ 34.89% |
$1.01M - $1.03M
|
169K
$3.94M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.4K+ 398.22% |
$1M - $1.02M
|
54.3K
$1.27M
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
42.9KNew |
$989K - $1.01M
|
42.9K
$1M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.9K+ 14.36% |
$965K - $983K
|
333K
$7.77M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
35.4KNew |
$816K - $831K
|
35.4K
$825K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
34.6KNew |
$797K - $811K
|
34.6K
$806K
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
29KNew |
$669K - $682K
|
29K
$677K
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
28.8KNew |
$663K - $676K
|
28.8K
$671K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
28KNew |
$646K - $658K
|
28K
$653K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
27.3K+ 52.51% |
$629K - $640K
|
79.2K
$1.85M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
23.4K+ 12.14% |
$538K - $549K
|
216K
$5.03M
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
22.8KNew |
$525K - $535K
|
22.8K
$531K
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
22.4K+ 87.8% |
$516K - $525K
|
47.9K
$1.12M
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
22.4KNew |
$515K - $525K
|
22.4K
$521K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20.7K+ 794.96% |
$476K - $485K
|
23.3K
$542K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.4KNew |
$471K - $479K
|
20.4K
$476K
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
20KNew |
$462K - $470K
|
20K
$467K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.5KNew |
$403K - $411K
|
17.5K
$408K
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17.3KNew |
$400K - $407K
|
17.3K
$404K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.1KNew |
$394K - $402K
|
17.1K
$399K
|