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 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 4.8% |
$23.4K - $24K
|
22.2K
$518K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1K+ 8.97% |
$23K - $23.7K
|
12.2K
$284K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
600New |
$13.8K - $14.2K
|
600
$14K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
475New |
$10.9K - $11.2K
|
475
$11.1K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
275+ 2.33% |
$6.32K - $6.5K
|
12.1K
$282K
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
93+ 0.64% |
$2.14K - $2.2K
|
14.7K
$343K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
63New |
$1.45K - $1.49K
|
63
$1.47K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
51New |
$1.17K - $1.21K
|
51
$1.19K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
40+ 222.22% |
$920 - $946
|
58
$1.36K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32+ 0.25% |
$736 - $757
|
12.9K
$301K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12+ 0.87% |
$276 - $284
|
1.4K
$32.6K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.61% |
$253 - $260
|
1.82K
$42.6K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.94% |
$207 - $213
|
967
$22.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2- 0.01% |
$46 - $47.3
|
31.3K
$733K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27- 0.17% |
$621 - $639
|
15.4K
$361K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-259- 1.51% |
$5.95K - $6.13K
|
16.9K
$395K
|
|
|
Apr 19, 2023
Q1 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-792- 0.45% |
$18.2K - $18.7K
|
176K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.2K- 6.85% |
$27.6K - $28.4K
|
16.3K
$381K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.3K- 7.07% |
$29.9K - $30.7K
|
17.1K
$400K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.21K- 20.52% |
$50.9K - $52.4K
|
8.58K
$201K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.89K- 18.71% |
$66.4K - $68.3K
|
12.6K
$294K
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-5.6K- 11.69% |
$129K - $132K
|
42.3K
$988K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.66K- 28.23% |
$130K - $134K
|
14.4K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.07K- 13.01% |
$162K - $167K
|
47.3K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.3K- 8.3% |
$282K - $290K
|
135K
$3.17M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.5K- 3.32% |
$310K - $319K
|
393K
$9.18M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.2K- 61.85% |
$671K - $690K
|
18K
$421K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33.5K- 77.58% |
$769K - $791K
|
9.67K
$226K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-47K- 59.34% |
$1.08M - $1.11M
|
32.2K
$753K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48K- 99.02% |
$1.1M - $1.14M
|
475
$11.1K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-302K- 9.06% |
$6.93M - $7.13M
|
3.03M
$70.8M
|