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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
66.1K+ 31.12% |
$1.54M - $1.55M
|
279K
$6.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
66.1K+ 17.7% |
$1.54M - $1.55M
|
440K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.1K+ 1.79% |
$1.51M - $1.52M
|
3.69M
$86.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
59.8KNew |
$1.39M - $1.4M
|
59.8K
$1.4M
|
|
|
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 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.2K+ 27.9% |
$1.12M - $1.13M
|
221K
$5.16M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
43.3K+ 35.92% |
$1.01M - $1.01M
|
164K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.8K+ 23.7% |
$994K - $999K
|
223K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
41.5K+ 177.76% |
$964K - $969K
|
64.8K
$1.51M
|
|
|
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
$9.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
37.3KNew |
$866K - $871K
|
37.3K
$870K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37K+ 11.16% |
$860K - $865K
|
369K
$8.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
36.9K+ 142.22% |
$858K - $863K
|
62.9K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
33.6KNew |
$781K - $785K
|
33.6K
$784K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
32.9KNew |
$764K - $768K
|
32.9K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
32.5K+ 10.73% |
$757K - $760K
|
336K
$7.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
30.8K+ 5.2% |
$716K - $720K
|
624K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.5K+ 14.27% |
$685K - $689K
|
236K
$5.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
28.2K+ 44.7% |
$656K - $659K
|
91.3K
$2.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
27.2KNew |
$633K - $636K
|
27.2K
$635K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
26.6KNew |
$618K - $621K
|
26.6K
$620K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
25.6K+ 53.39% |
$595K - $598K
|
73.5K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
23.2KNew |
$540K - $543K
|
23.2K
$542K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21K+ 3.27% |
$489K - $492K
|
664K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.6K+ 16.69% |
$480K - $482K
|
144K
$3.37M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
17.7KNew |
$410K - $412K
|
17.7K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
17.4KNew |
$404K - $406K
|
17.4K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
17.3KNew |
$402K - $404K
|
17.3K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.8K+ 15.31% |
$390K - $392K
|
126K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
16.5K+ 8.09% |
$384K - $386K
|
221K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
16.2KNew |
$378K - $380K
|
16.2K
$379K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
16.2KNew |
$378K - $380K
|
16.2K
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.9KNew |
$347K - $349K
|
14.9K
$349K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
13.9K+ 25.24% |
$322K - $324K
|
68.8K
$1.61M
|