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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
51.4K+ 46.34% |
$1.18M - $1.2M
|
162K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
49.9KNew |
$1.15M - $1.16M
|
49.9K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
49.7K+ 466.97% |
$1.14M - $1.16M
|
60.3K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
48.1K+ 534.75% |
$1.11M - $1.12M
|
57.1K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
47.2K+ 8.61% |
$1.08M - $1.1M
|
595K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47K+ 3179.58% |
$1.08M - $1.09M
|
48.5K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
46.3KNew |
$1.06M - $1.08M
|
46.3K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.2K+ 100.83% |
$1.06M - $1.08M
|
92.1K
$2.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
44.4K+ 49.97% |
$1.02M - $1.03M
|
133K
$3.11M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
44.3K+ 196.5% |
$1.02M - $1.03M
|
66.9K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
42KNew |
$965K - $978K
|
42K
$981K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
40.9K+ 11.27% |
$939K - $952K
|
404K
$9.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
40.8KNew |
$937K - $950K
|
40.8K
$952K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
40.8KNew |
$937K - $950K
|
40.8K
$952K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
39.3K+ 25.92% |
$903K - $916K
|
191K
$4.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
39.3K+ 68.89% |
$903K - $915K
|
96.4K
$2.25M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
36.9K+ 339.99% |
$847K - $858K
|
47.7K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
35.7K+ 77.23% |
$819K - $830K
|
81.9K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.9K+ 68.25% |
$780K - $790K
|
83.7K
$1.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
32.3KNew |
$742K - $752K
|
32.3K
$754K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
29.7KNew |
$683K - $692K
|
29.7K
$694K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
29.6K+ 10.5% |
$680K - $689K
|
311K
$7.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
29.6KNew |
$679K - $688K
|
29.6K
$690K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
28.6KNew |
$657K - $666K
|
28.6K
$667K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
27.9K+ 204.49% |
$641K - $649K
|
41.5K
$969K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.1K+ 151.9% |
$623K - $631K
|
45K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
26.4KNew |
$606K - $614K
|
26.4K
$616K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
25.1KNew |
$577K - $585K
|
25.1K
$586K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
24.3KNew |
$558K - $565K
|
24.3K
$567K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
23.9KNew |
$550K - $557K
|
23.9K
$559K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23.7K+ 17.4% |
$545K - $552K
|
160K
$3.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.6K+ 847.21% |
$519K - $526K
|
25.3K
$590K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
22.5K+ 100.69% |
$517K - $524K
|
44.9K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22K+ 41.43% |
$506K - $513K
|
75.3K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.6K+ 77.86% |
$496K - $503K
|
49.3K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
21.5KNew |
$493K - $500K
|
21.5K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.7KNew |
$453K - $459K
|
19.7K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.6K+ 21.83% |
$449K - $455K
|
109K
$2.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 10.43% |
$440K - $446K
|
203K
$4.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
17.7KNew |
$406K - $412K
|
17.7K
$413K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
17.5K+ 122.71% |
$402K - $408K
|
31.8K
$742K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
16.9KNew |
$388K - $393K
|
16.9K
$394K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
16.8K+ 6.39% |
$387K - $392K
|
280K
$6.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
16.1KNew |
$370K - $375K
|
16.1K
$376K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
15.6K+ 50.7% |
$358K - $363K
|
46.3K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15.4K+ 3.94% |
$355K - $359K
|
407K
$9.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
15.3K+ 53.79% |
$350K - $355K
|
43.6K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
15.2K+ 29.24% |
$349K - $354K
|
67.1K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
15.2KNew |
$348K - $353K
|
15.2K
$354K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
14.4K+ 32.18% |
$331K - $335K
|
59.2K
$1.38M
|