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 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.28K+ 6.96% |
$99.6K - $100K
|
65.8K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.46K+ 14.99% |
$80.5K - $80.9K
|
26.6K
$619K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.95K+ 8.24% |
$68.6K - $68.9K
|
38.7K
$903K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.77K+ 14.65% |
$64.5K - $64.8K
|
21.7K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.71K+ 13.56% |
$62.9K - $63.3K
|
22.7K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.46K+ 7.05% |
$57.1K - $57.4K
|
37.3K
$870K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.2K+ 2.16% |
$51.1K - $51.3K
|
104K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.18K+ 0.33% |
$50.7K - $50.9K
|
662K
$15.4M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.01K+ 1.65% |
$46.7K - $47K
|
124K
$2.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.8KNew |
$41.9K - $42.1K
|
1.8K
$42K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.71K+ 4.21% |
$39.7K - $39.9K
|
42.2K
$984K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.67K+ 8.91% |
$38.9K - $39.1K
|
20.4K
$477K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.6KNew |
$37.2K - $37.4K
|
1.6K
$37.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.58K+ 0.53% |
$36.7K - $36.9K
|
297K
$6.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.5K+ 6.27% |
$34.9K - $35.1K
|
25.4K
$593K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.43K+ 9.65% |
$33.3K - $33.5K
|
16.3K
$380K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.28K+ 3.48% |
$29.7K - $29.8K
|
38K
$885K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.03K+ 1.47% |
$23.9K - $24.1K
|
71.1K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
997+ 0.61% |
$23.2K - $23.3K
|
165K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
934New |
$21.7K - $21.8K
|
934
$21.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
878+ 1.45% |
$20.4K - $20.5K
|
61.3K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
865New |
$20.1K - $20.2K
|
865
$20.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
850+ 8.07% |
$19.8K - $19.9K
|
11.4K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
807+ 1.35% |
$18.8K - $18.9K
|
60.7K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
787+ 0.6% |
$18.3K - $18.4K
|
132K
$3.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
713New |
$16.6K - $16.7K
|
713
$16.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
635New |
$14.8K - $14.8K
|
635
$14.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
495New |
$11.5K - $11.6K
|
495
$11.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
378+ 0.42% |
$8.79K - $8.83K
|
91K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
314+ 1.45% |
$7.3K - $7.34K
|
22K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
220+ 0.97% |
$5.12K - $5.14K
|
22.9K
$535K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
219+ 1.46% |
$5.09K - $5.12K
|
15.2K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
164+ 0.41% |
$3.81K - $3.83K
|
39.8K
$928K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
158New |
$3.67K - $3.69K
|
158
$3.68K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
153+ 1.46% |
$3.56K - $3.58K
|
10.7K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
142+ 0.44% |
$3.3K - $3.32K
|
32.8K
$764K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
132+ 1.46% |
$3.07K - $3.08K
|
9.17K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
129+ 1.45% |
$3K - $3.01K
|
9.02K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
99New |
$2.3K - $2.31K
|
99
$2.31K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
89+ 0.8% |
$2.07K - $2.08K
|
11.3K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
45+ 6.46% |
$1.05K - $1.05K
|
742
$17.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40+ 80.0% |
$930 - $935
|
90
$2.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
29+ 1.49% |
$674 - $678
|
1.97K
$45.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12+ 0.12% |
$279 - $280
|
10.1K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.44% |
$209 - $210
|
632
$14.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 1.51% |
$93 - $93.5
|
269
$6.27K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$46.5 - $46.7
|
3.12K
$72.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 2.04% |
$23.3 - $23.4
|
50
$1.17K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-18- 0.13% |
$419 - $421
|
13.5K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-28- 77.78% |
$651 - $654
|
8
$187
|