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 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
14.4KNew |
$331K - $335K
|
14.4K
$336K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.2KNew |
$326K - $331K
|
14.2K
$331K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.9K+ 7.2% |
$319K - $323K
|
207K
$4.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
13.7K+ 37.07% |
$315K - $319K
|
50.6K
$1.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
13.1KNew |
$302K - $306K
|
13.1K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.9K+ 11.29% |
$296K - $300K
|
127K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.9K+ 9.31% |
$296K - $300K
|
151K
$3.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.5K+ 24.45% |
$288K - $292K
|
63.9K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.4K+ 52.72% |
$286K - $290K
|
36K
$841K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.1KNew |
$277K - $281K
|
12.1K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
12K+ 22.82% |
$277K - $280K
|
64.8K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.6KNew |
$267K - $270K
|
11.6K
$271K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11.6KNew |
$265K - $269K
|
11.6K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$253K - $256K
|
11K
$257K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
11KNew |
$252K - $255K
|
11K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.9K+ 106.4% |
$251K - $255K
|
21.2K
$495K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.9KNew |
$250K - $254K
|
10.9K
$254K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.3KNew |
$237K - $240K
|
10.3K
$241K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10.3KNew |
$237K - $240K
|
10.3K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10.3KNew |
$236K - $239K
|
10.3K
$240K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
9.54K+ 109.77% |
$219K - $222K
|
18.2K
$426K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
9.06K+ 12.15% |
$208K - $211K
|
83.6K
$1.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9.01K+ 40.41% |
$207K - $210K
|
31.3K
$731K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.88K+ 33.6% |
$204K - $207K
|
35.3K
$824K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8.79KNew |
$202K - $205K
|
8.79K
$205K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8.63KNew |
$198K - $201K
|
8.63K
$202K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
8.16K+ 12.46% |
$188K - $190K
|
73.7K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.81K+ 1.5% |
$179K - $182K
|
528K
$12.3M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.54K+ 13.3% |
$173K - $175K
|
64.2K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
7.54K+ 32.07% |
$173K - $175K
|
31K
$724K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.4KNew |
$170K - $172K
|
7.4K
$173K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.08K+ 2.15% |
$163K - $165K
|
336K
$7.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.99K+ 56.17% |
$161K - $163K
|
19.4K
$454K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.19K+ 61.65% |
$142K - $144K
|
16.2K
$379K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.46K+ 12.63% |
$126K - $127K
|
48.7K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
5.4KNew |
$124K - $126K
|
5.4K
$126K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5.33K+ 65.56% |
$122K - $124K
|
13.4K
$314K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.89K+ 10.85% |
$112K - $114K
|
49.9K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.72K+ 19.45% |
$108K - $110K
|
29K
$677K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.52K+ 3.34% |
$104K - $105K
|
140K
$3.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.12K+ 42.09% |
$94.6K - $95.9K
|
13.9K
$325K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4K+ 31.5% |
$91.9K - $93.1K
|
16.7K
$390K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.97K+ 33.68% |
$91.2K - $92.5K
|
15.8K
$368K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.51K+ 26.34% |
$80.6K - $81.7K
|
16.8K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.46K+ 1.45% |
$79.4K - $80.5K
|
242K
$5.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.21K+ 5.5% |
$73.7K - $74.7K
|
61.5K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.18KNew |
$73.1K - $74.1K
|
3.18K
$74.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.86KNew |
$65.6K - $66.5K
|
2.86K
$66.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.89K+ 0.29% |
$43.5K - $44K
|
659K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.83KNew |
$42K - $42.6K
|
1.83K
$42.7K
|