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 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.33M+ 6418.24% |
$194M - $195M
|
8.46M
$197M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.02MNew |
$46.9M - $47.1M
|
2.02M
$47.1M
|
|
|
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
$17.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
455K+ 24.26% |
$10.6M - $10.6M
|
2.33M
$54.3M
|
|
|
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
$8.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
307K+ 74.56% |
$7.14M - $7.17M
|
719K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
302K+ 457.98% |
$7.03M - $7.07M
|
368K
$8.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
298KNew |
$6.92M - $6.96M
|
298K
$6.94M
|
|
|
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
$6.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
251K+ 26.14% |
$5.85M - $5.88M
|
1.21M
$28.3M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
219KNew |
$5.09M - $5.11M
|
219K
$5.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
192K+ 707.96% |
$4.46M - $4.48M
|
219K
$5.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
180K+ 1233.25% |
$4.17M - $4.2M
|
194K
$4.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
174K+ 88.82% |
$4.05M - $4.07M
|
370K
$8.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
152KNew |
$3.54M - $3.56M
|
152K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
150K+ 10.75% |
$3.5M - $3.51M
|
1.55M
$36.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
144K+ 9.22% |
$3.36M - $3.38M
|
1.71M
$39.9M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
125K+ 48.53% |
$2.91M - $2.92M
|
383K
$8.93M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
104KNew |
$2.43M - $2.44M
|
104K
$2.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
98.4K+ 10.54% |
$2.29M - $2.3M
|
1.03M
$24.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
90.2K+ 903.18% |
$2.1M - $2.11M
|
100K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
89.4KNew |
$2.08M - $2.09M
|
89.4K
$2.08M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.4K+ 7.79% |
$1.31M - $1.32M
|
781K
$18.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54.7K+ 25.28% |
$1.27M - $1.28M
|
271K
$6.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
53.8K+ 356.76% |
$1.25M - $1.26M
|
68.9K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
52.4KNew |
$1.22M - $1.23M
|
52.4K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
51.6K+ 51.05% |
$1.2M - $1.21M
|
153K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
51.1K+ 127.03% |
$1.19M - $1.19M
|
91.4K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
50.6K+ 2.39% |
$1.18M - $1.18M
|
2.17M
$50.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46.8K+ 60.6% |
$1.09M - $1.09M
|
124K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.3K+ 28.67% |
$1.05M - $1.06M
|
203K
$4.74M
|