Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.02MNew |
$46.9M - $47.1M
|
2.02M
$47M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.22M+ 94.47% |
$28.3M - $28.4M
|
2.5M
$58.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
761KNew |
$17.7M - $17.8M
|
761K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
407K+ 17.01% |
$9.46M - $9.51M
|
2.8M
$65.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
345KNew |
$8.01M - $8.05M
|
345K
$8.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
307K+ 74.56% |
$7.14M - $7.17M
|
719K
$16.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
294KNew |
$6.84M - $6.87M
|
294K
$6.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
292K+ 7.58% |
$6.78M - $6.82M
|
4.14M
$96.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
269K+ 971.61% |
$6.26M - $6.29M
|
297K
$6.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
192K+ 707.96% |
$4.46M - $4.48M
|
219K
$5.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
152KNew |
$3.54M - $3.56M
|
152K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
139K+ 28.53% |
$3.22M - $3.24M
|
624K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
130K+ 25.88% |
$3.03M - $3.04M
|
634K
$14.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
121KNew |
$2.81M - $2.82M
|
121K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
116K+ 2981.31% |
$2.7M - $2.71M
|
120K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
114K+ 20.35% |
$2.65M - $2.67M
|
675K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
109K+ 27.73% |
$2.54M - $2.55M
|
503K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
98.4K+ 10.54% |
$2.29M - $2.3M
|
1.03M
$24M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
90.2K+ 903.18% |
$2.1M - $2.11M
|
100K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
80.9K+ 135.21% |
$1.88M - $1.89M
|
141K
$3.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
74.3KNew |
$1.73M - $1.74M
|
74.3K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
72.3KNew |
$1.68M - $1.69M
|
72.3K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
71.3KNew |
$1.66M - $1.67M
|
71.3K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
69.7K+ 29.46% |
$1.62M - $1.63M
|
306K
$7.14M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.5KNew |
$1.62M - $1.62M
|
69.5K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
66.1K+ 31.12% |
$1.54M - $1.55M
|
279K
$6.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
66.1K+ 17.7% |
$1.54M - $1.55M
|
440K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
58.7K+ 30.98% |
$1.36M - $1.37M
|
248K
$5.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54.7K+ 25.28% |
$1.27M - $1.28M
|
271K
$6.33M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.3K+ 28.67% |
$1.05M - $1.06M
|
203K
$4.74M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
39.5K+ 102.54% |
$918K - $923K
|
78K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
37.4K+ 10.12% |
$869K - $874K
|
407K
$9.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
36.9K+ 142.22% |
$858K - $863K
|
62.9K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
32.9KNew |
$764K - $768K
|
32.9K
$766K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
30.8K+ 5.2% |
$716K - $720K
|
624K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.5K+ 14.27% |
$685K - $689K
|
236K
$5.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
28.2K+ 44.7% |
$656K - $659K
|
91.3K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
25.6K+ 53.39% |
$595K - $598K
|
73.5K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
23.2KNew |
$540K - $543K
|
23.2K
$541K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
23.1K+ 112.26% |
$536K - $539K
|
43.6K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
22.8KNew |
$530K - $533K
|
22.8K
$532K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.5K+ 39.47% |
$501K - $503K
|
76.1K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
20.3K+ 19.69% |
$472K - $475K
|
123K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
19.3K+ 9.08% |
$448K - $450K
|
232K
$5.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
19.1K+ 2.9% |
$445K - $447K
|
680K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.8K+ 15.31% |
$390K - $392K
|
126K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
16.5K+ 8.09% |
$384K - $386K
|
221K
$5.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
16.2KNew |
$378K - $380K
|
16.2K
$379K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
13.9K+ 25.24% |
$322K - $324K
|
68.8K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.8KNew |
$322K - $324K
|
13.8K
$323K
|