Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.72MNew |
$62.5M - $63.3M
|
2.72M
$63.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.28M+ 178.68% |
$29.3M - $29.7M
|
1.99M
$46.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.22M+ 319.64% |
$28M - $28.4M
|
1.6M
$37.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.19M+ 114.23% |
$27.4M - $27.7M
|
2.23M
$52.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
607K+ 100.29% |
$13.9M - $14.1M
|
1.21M
$28.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
600K+ 761.61% |
$13.8M - $14M
|
678K
$15.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
550KNew |
$12.6M - $12.8M
|
550K
$12.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
509K+ 48.75% |
$11.7M - $11.9M
|
1.55M
$36.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
497K+ 4558.72% |
$11.4M - $11.6M
|
508K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
490K+ 23.99% |
$11.3M - $11.4M
|
2.53M
$59.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
473K+ 91.22% |
$10.9M - $11M
|
991K
$23.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
449K+ 179.96% |
$10.3M - $10.5M
|
698K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
431K+ 263.48% |
$9.89M - $10M
|
594K
$13.9M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
415K+ 321.31% |
$9.54M - $9.67M
|
544K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
395KNew |
$9.07M - $9.19M
|
395K
$9.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
364K+ 4539.6% |
$8.35M - $8.47M
|
372K
$8.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
350K+ 1341.19% |
$8.04M - $8.15M
|
376K
$8.78M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
347KNew |
$7.97M - $8.08M
|
347K
$8.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
319KNew |
$7.33M - $7.43M
|
319K
$7.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
317KNew |
$7.29M - $7.39M
|
317K
$7.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
316K+ 239.04% |
$7.26M - $7.35M
|
448K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
255K+ 349.9% |
$5.86M - $5.94M
|
328K
$7.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
192K+ 53.62% |
$4.4M - $4.46M
|
549K
$12.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
181K+ 225.35% |
$4.16M - $4.21M
|
261K
$6.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
169K+ 29.28% |
$3.89M - $3.94M
|
748K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
151K+ 35.31% |
$3.46M - $3.51M
|
577K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
145KNew |
$3.34M - $3.38M
|
145K
$3.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
141K+ 610.14% |
$3.25M - $3.29M
|
165K
$3.84M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
141KNew |
$3.25M - $3.29M
|
141K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
140K+ 56.02% |
$3.23M - $3.27M
|
391K
$9.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
136KNew |
$3.11M - $3.15M
|
136K
$3.16M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
123K+ 6.39% |
$2.83M - $2.87M
|
2.05M
$47.9M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
121KNew |
$2.77M - $2.81M
|
121K
$2.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
118KNew |
$2.71M - $2.75M
|
118K
$2.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
116K+ 164.89% |
$2.66M - $2.7M
|
186K
$4.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
114K+ 136.86% |
$2.61M - $2.65M
|
197K
$4.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
113KNew |
$2.6M - $2.64M
|
113K
$2.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
102K+ 41.75% |
$2.34M - $2.37M
|
346K
$8.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
95.4K+ 37.76% |
$2.19M - $2.22M
|
348K
$8.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
93KNew |
$2.14M - $2.16M
|
93K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
89.4KNew |
$2.05M - $2.08M
|
89.4K
$2.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
87.5K+ 543.26% |
$2.01M - $2.04M
|
104K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
82.9KNew |
$1.9M - $1.93M
|
82.9K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
73.1KNew |
$1.68M - $1.7M
|
73.1K
$1.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
70K+ 7117.5% |
$1.61M - $1.63M
|
70.9K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
68.8K+ 260.2% |
$1.58M - $1.6M
|
95.3K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
61.4K+ 177.63% |
$1.41M - $1.43M
|
95.9K
$2.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
56K+ 151.45% |
$1.29M - $1.3M
|
92.9K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
55.9KNew |
$1.28M - $1.3M
|
55.9K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
55.7KNew |
$1.28M - $1.3M
|
55.7K
$1.3M
|