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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
14.6KNew |
$336K - $342K
|
14.6K
$340K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.6KNew |
$313K - $319K
|
13.6K
$317K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.5KNew |
$312K - $318K
|
13.5K
$316K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.2K+ 44.02% |
$304K - $310K
|
43.1K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
13KNew |
$300K - $305K
|
13K
$303K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
12.6KNew |
$291K - $297K
|
12.6K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$289K - $295K
|
12.6K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.3KNew |
$260K - $265K
|
11.3K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.3KNew |
$260K - $265K
|
11.3K
$263K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
11.2KNew |
$257K - $262K
|
11.2K
$260K
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
10.9K+ 11.37% |
$250K - $255K
|
106K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10.8K+ 25.53% |
$250K - $254K
|
53.3K
$1.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8KNew |
$249K - $253K
|
10.8K
$252K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10.7KNew |
$247K - $252K
|
10.7K
$250K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
10.7KNew |
$247K - $252K
|
10.7K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
10.6KNew |
$245K - $249K
|
10.6K
$248K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.1K+ 0.3% |
$233K - $238K
|
3.33M
$77.6M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9.41KNew |
$217K - $221K
|
9.41K
$219K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.81KNew |
$203K - $207K
|
8.81K
$206K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.79KNew |
$203K - $206K
|
8.79K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
8.63KNew |
$199K - $203K
|
8.63K
$201K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.62K+ 776.85% |
$199K - $202K
|
9.73K
$227K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.12K+ 12.8% |
$164K - $167K
|
62.7K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.31KNew |
$145K - $148K
|
6.31K
$147K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.05K+ 88.94% |
$139K - $142K
|
12.8K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.48K+ 0.69% |
$103K - $105K
|
650K
$15.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
4.38KNew |
$101K - $103K
|
4.38K
$102K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
4.19K+ 25.82% |
$96.5K - $98.3K
|
20.4K
$476K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
3.84KNew |
$88.6K - $90.2K
|
3.84K
$89.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3.77K+ 35.19% |
$86.9K - $88.5K
|
14.5K
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.62K+ 8.32% |
$83.5K - $85.1K
|
47.2K
$1.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.58KNew |
$82.5K - $84.1K
|
3.58K
$83.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.81KNew |
$64.8K - $66K
|
2.81K
$65.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.33K+ 12.39% |
$53.8K - $54.8K
|
21.2K
$493K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.04K+ 14.11% |
$47K - $47.9K
|
16.5K
$385K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.81KNew |
$41.7K - $42.5K
|
1.81K
$42.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.43KNew |
$32.8K - $33.5K
|
1.43K
$33.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.38KNew |
$31.7K - $32.3K
|
1.38K
$32.1K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.33KNew |
$30.7K - $31.3K
|
1.33K
$31.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
950New |
$21.9K - $22.3K
|
950
$22.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Reliant Wealth Planning
|
BUY
|
- |
891+ 0.51% |
$20.5K - $20.9K
|
176K
$4.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
880+ 20.83% |
$20.3K - $20.7K
|
5.11K
$119K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
719New |
$16.6K - $16.9K
|
719
$16.8K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
500New |
$11.5K - $11.7K
|
500
$11.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
480New |
$11.1K - $11.3K
|
480
$11.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
65+ 0.05% |
$1.5K - $1.53K
|
130K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
64New |
$1.48K - $1.5K
|
64
$1.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.84% |
$184 - $188
|
958
$22.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-277- 1.59% |
$6.38K - $6.5K
|
17.2K
$400K
|