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 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.39K- 8.98% |
$102K - $103K
|
44.5K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.73K- 18.04% |
$110K - $110K
|
21.5K
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.52K- 17.99% |
$128K - $129K
|
25.2K
$587K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-5.67K- 36.73% |
$132K - $133K
|
9.77K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.2K- 1.56% |
$144K - $145K
|
392K
$9.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-6.79K- 5.81% |
$158K - $159K
|
110K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.06K- 18.42% |
$164K - $165K
|
31.3K
$730K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.83K- 37.29% |
$182K - $183K
|
13.2K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.98K- 1.06% |
$185K - $186K
|
741K
$17.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-9.25K- 70.8% |
$215K - $216K
|
3.81K
$89K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-9.93K- 17.92% |
$231K - $232K
|
45.5K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-10.2K- 2.78% |
$237K - $239K
|
357K
$8.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-12.2K- 37.01% |
$283K - $285K
|
20.7K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13.5K- 59.34% |
$314K - $315K
|
9.24K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.9K- 5.49% |
$324K - $325K
|
239K
$5.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-13.9K- 4.39% |
$324K - $325K
|
303K
$7.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.6K- 18.82% |
$340K - $342K
|
63K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-15.1K- 5.72% |
$351K - $353K
|
249K
$5.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-15.3K- 10.55% |
$356K - $358K
|
130K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-18.3K- 27.08% |
$424K - $427K
|
49.1K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37.6K- 5.96% |
$874K - $879K
|
593K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45.9K- 86.92% |
$1.07M - $1.07M
|
6.9K
$161K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-53K- 21.52% |
$1.23M - $1.24M
|
193K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-65.4K- 24.84% |
$1.52M - $1.53M
|
198K
$4.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-83.6K- 27.55% |
$1.94M - $1.95M
|
220K
$5.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-87.5K- 61.19% |
$2.04M - $2.05M
|
55.5K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-97.9K- 3.41% |
$2.28M - $2.29M
|
2.78M
$64.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-102K- 89.99% |
$2.37M - $2.38M
|
11.3K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-139K- 93.47% |
$3.22M - $3.24M
|
9.68K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-174K- 24.18% |
$4.05M - $4.07M
|
546K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.39M- 38.1% |
$32.3M - $32.5M
|
2.26M
$52.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.28M- 91.13% |
$53.1M - $53.4M
|
222K
$5.19M
|