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 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.77K+ 21.75% |
$40.6K - $41.1K
|
9.89K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.69K+ 4.86% |
$38.9K - $39.4K
|
36.6K
$853K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.62KNew |
$37.3K - $37.8K
|
1.62K
$37.9K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.47K+ 3.35% |
$33.8K - $34.2K
|
45.4K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.45K+ 25.3% |
$33.2K - $33.7K
|
7.17K
$167K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.42K+ 5.76% |
$32.6K - $33.1K
|
26.1K
$609K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
856New |
$19.7K - $19.9K
|
856
$20K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
845New |
$19.4K - $19.7K
|
845
$19.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
605New |
$13.9K - $14.1K
|
605
$14.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
575New |
$13.2K - $13.4K
|
575
$13.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
474+ 3.62% |
$10.9K - $11K
|
13.6K
$317K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
409+ 1.72% |
$9.39K - $9.52K
|
24.2K
$566K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
393+ 1.22% |
$9.03K - $9.15K
|
32.6K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
318New |
$7.3K - $7.4K
|
318
$7.42K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
76+ 0.63% |
$1.75K - $1.77K
|
12.1K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
47New |
$1.08K - $1.09K
|
47
$1.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26+ 1.4% |
$597 - $605
|
1.89K
$44K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 1.57% |
$91.9 - $93.1
|
258
$6.02K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-19- 61.29% |
$436 - $442
|
12
$280
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-26- 0.84% |
$597 - $605
|
3.06K
$71.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-27- 0.13% |
$620 - $629
|
20.8K
$487K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-272- 1.95% |
$6.25K - $6.33K
|
13.7K
$319K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-335- 9.42% |
$7.69K - $7.8K
|
3.22K
$75.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-381- 26.62% |
$8.75K - $8.87K
|
1.05K
$24.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-414- 1.26% |
$9.51K - $9.64K
|
32.5K
$759K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-418- 1.66% |
$9.6K - $9.73K
|
24.8K
$579K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-996- 4.56% |
$22.9K - $23.2K
|
20.9K
$487K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.03K- 6.81% |
$23.6K - $23.9K
|
14K
$328K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.24K- 7.49% |
$28.5K - $28.9K
|
15.3K
$358K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.53K- 48.54% |
$35.2K - $35.7K
|
1.62K
$37.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.74K- 10.26% |
$39.9K - $40.4K
|
15.2K
$354K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.97K- 4.28% |
$45.2K - $45.8K
|
44K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-2.07K- 0.77% |
$47.6K - $48.3K
|
268K
$6.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-2.44K- 1.65% |
$56.1K - $56.9K
|
146K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.48K- 67.6% |
$57K - $57.8K
|
1.19K
$27.8K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.8K- 24.1% |
$64.3K - $65.2K
|
8.82K
$206K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-2.81K- 3.12% |
$64.6K - $65.5K
|
87.3K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.92K- 0.63% |
$67K - $67.9K
|
459K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.35K- 5.22% |
$76.9K - $78K
|
60.8K
$1.42M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.67K- 6.14% |
$84.3K - $85.5K
|
56.1K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.71K- 10.68% |
$85.3K - $86.4K
|
31K
$724K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.65K- 2.06% |
$107K - $108K
|
222K
$5.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.71K- 3.12% |
$108K - $110K
|
146K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.35K- 17.24% |
$169K - $171K
|
35.3K
$823K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-12.8K- 10.99% |
$294K - $298K
|
104K
$2.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-44.9K- 43.46% |
$1.03M - $1.04M
|
58.4K
$1.36M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53K- 1.43% |
$1.22M - $1.23M
|
3.66M
$85.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.5K- 4.14% |
$1.3M - $1.31M
|
1.31M
$30.5M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-57.4K- 96.09% |
$1.32M - $1.34M
|
2.33K
$54.5K
|