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
|
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
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-65.4K- 24.84% |
$1.52M - $1.53M
|
198K
$4.62M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69.7K- 7.79% |
$1.62M - $1.63M
|
825K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-83.6K- 27.55% |
$1.94M - $1.95M
|
220K
$5.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-87.5K- 61.19% |
$2.04M - $2.05M
|
55.5K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-88.5K- 82.08% |
$2.06M - $2.07M
|
19.3K
$451K
|
|
|
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
$265K
|
|
|
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
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-682K- 26.93% |
$15.9M - $15.9M
|
1.85M
$43.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.39M- 38.1% |
$32.3M - $32.5M
|
2.26M
$52.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.28M- 91.13% |
$53.1M - $53.4M
|
222K
$5.19M
|