Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
22.3KNew |
$512K - $527K
|
22.3K
$520K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.5K+ 16.19% |
$472K - $485K
|
147K
$3.44M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20.3KNew |
$467K - $481K
|
20.3K
$475K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20.2K+ 565.31% |
$465K - $479K
|
23.8K
$557K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20K+ 5.07% |
$459K - $472K
|
413K
$9.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
19.2K+ 82.77% |
$442K - $455K
|
42.5K
$993K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.9K+ 108.87% |
$434K - $446K
|
36.2K
$846K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
18.7K+ 143.53% |
$429K - $442K
|
31.7K
$740K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
16.4KNew |
$377K - $388K
|
16.4K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16.3KNew |
$374K - $385K
|
16.3K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.4K+ 15.15% |
$354K - $364K
|
117K
$2.74M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
14.4K+ 51.32% |
$330K - $340K
|
42.4K
$990K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
13.8K+ 156.98% |
$317K - $326K
|
22.6K
$528K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.9K+ 87.4% |
$297K - $306K
|
27.7K
$647K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
12.4K+ 3.39% |
$285K - $293K
|
378K
$8.82M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 7.17% |
$279K - $286K
|
181K
$4.23M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12.1KNew |
$277K - $285K
|
12.1K
$282K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.1KNew |
$277K - $285K
|
12.1K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
12K+ 113.04% |
$276K - $284K
|
22.6K
$528K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.8K+ 7.64% |
$272K - $280K
|
167K
$3.89M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
11.5K+ 56.35% |
$264K - $272K
|
31.9K
$746K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$260K - $267K
|
11.3K
$264K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$250K - $257K
|
10.9K
$254K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.81K+ 33.78% |
$226K - $232K
|
38.9K
$908K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.77KNew |
$225K - $231K
|
9.77K
$228K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
9.7K+ 202.08% |
$223K - $229K
|
14.5K
$339K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
9.2KNew |
$212K - $218K
|
9.2K
$215K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
8.64K+ 15.57% |
$199K - $204K
|
64.1K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.43K+ 65.84% |
$171K - $176K
|
18.7K
$438K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.34K+ 178.29% |
$169K - $174K
|
11.5K
$268K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
7.23K+ 57.15% |
$166K - $171K
|
19.9K
$464K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.21KNew |
$166K - $170K
|
7.21K
$168K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
7.13K+ 13.38% |
$164K - $169K
|
60.4K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
6.96K+ 158.97% |
$160K - $165K
|
11.3K
$265K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.92K+ 45.94% |
$113K - $116K
|
15.6K
$365K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4.92K+ 45.94% |
$113K - $116K
|
15.6K
$365K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
4.28K+ 111.35% |
$98.4K - $101K
|
8.12K
$190K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.59K+ 21.74% |
$82.5K - $84.8K
|
20.1K
$469K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.32KNew |
$76.2K - $78.4K
|
3.32K
$77.5K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.14K+ 2.72% |
$72.3K - $74.4K
|
119K
$2.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.09K+ 22.85% |
$71.1K - $73.1K
|
16.6K
$389K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.06KNew |
$70.3K - $72.4K
|
3.06K
$71.5K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.98K+ 5.38% |
$68.5K - $70.5K
|
58.3K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.89K+ 23.01% |
$66.4K - $68.3K
|
15.4K
$361K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.43K+ 4.22% |
$55.8K - $57.4K
|
59.9K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.13K+ 22.18% |
$48.9K - $50.3K
|
11.7K
$274K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.8K+ 375.0% |
$41.4K - $42.6K
|
2.28K
$53.3K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.76K+ 19.91% |
$40.3K - $41.5K
|
10.6K
$247K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.72K+ 18.31% |
$39.6K - $40.7K
|
11.1K
$260K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.4K+ 2.23% |
$32.2K - $33.1K
|
64.1K
$1.5M
|