Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41.8K+ 71.62% |
$969K - $977K
|
100K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
40.3K+ 48.59% |
$933K - $941K
|
123K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
40.2K+ 29.66% |
$931K - $939K
|
176K
$4.11M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
39.2KNew |
$909K - $916K
|
39.2K
$917K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.1K+ 8.72% |
$905K - $913K
|
487K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37.9K+ 84.26% |
$877K - $885K
|
82.9K
$1.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
34.9KNew |
$809K - $816K
|
34.9K
$816K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34.2K+ 9.21% |
$793K - $800K
|
406K
$9.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
33.1K+ 34.38% |
$767K - $774K
|
130K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
30.7KNew |
$712K - $718K
|
30.7K
$718K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.7K+ 1.02% |
$711K - $717K
|
3.05M
$71.2M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.8K+ 12.33% |
$691K - $697K
|
272K
$6.35M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
29.1K+ 17.96% |
$675K - $681K
|
191K
$4.47M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
27.8K+ 4.09% |
$643K - $649K
|
706K
$16.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
27.6KNew |
$640K - $646K
|
27.6K
$646K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
27.3K+ 9.72% |
$631K - $637K
|
308K
$7.19M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
26.5KNew |
$613K - $618K
|
26.5K
$618K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4KNew |
$611K - $616K
|
26.4K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
26.3K+ 8.02% |
$609K - $614K
|
354K
$8.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
25.2K+ 68.85% |
$583K - $588K
|
61.7K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25KNew |
$579K - $584K
|
25K
$584K
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
24.5KNew |
$568K - $573K
|
24.5K
$573K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.5K+ 11.94% |
$544K - $549K
|
220K
$5.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
21.8KNew |
$505K - $510K
|
21.8K
$510K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
20.4K+ 111.69% |
$472K - $476K
|
38.6K
$902K
|
|
|
May 14, 2024
Q1 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
20.1KNew |
$465K - $469K
|
20.1K
$469K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
19.4K+ 32.73% |
$449K - $453K
|
78.6K
$1.84M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
18.1K+ 58.35% |
$419K - $423K
|
49.2K
$1.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
15.6KNew |
$361K - $364K
|
15.6K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.2K+ 8.89% |
$329K - $332K
|
174K
$4.07M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
13.2K+ 41.5% |
$305K - $308K
|
45K
$1.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
13.2K+ 100.36% |
$305K - $308K
|
26.3K
$615K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
13KNew |
$300K - $303K
|
13K
$303K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
12.7K+ 312.02% |
$295K - $297K
|
16.8K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5K+ 35.35% |
$289K - $291K
|
47.7K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
12.2K+ 51.17% |
$284K - $286K
|
36.2K
$845K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12.2K+ 1440.24% |
$282K - $284K
|
13K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$282K - $284K
|
12.2K
$284K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.9K+ 47.22% |
$275K - $277K
|
37K
$864K
|
|
|
May 14, 2024
Q1 2024
|
Reliant Wealth Planning
|
BUY
|
- |
11.7K+ 37.63% |
$270K - $273K
|
42.7K
$998K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
11.6K+ 96.04% |
$270K - $272K
|
23.8K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.4K+ 23.18% |
$265K - $267K
|
60.7K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.4K+ 7.87% |
$265K - $267K
|
157K
$3.66M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
11KNew |
$254K - $256K
|
11K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.6K+ 7.94% |
$245K - $247K
|
144K
$3.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
10.5KNew |
$242K - $244K
|
10.5K
$244K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.3KNew |
$238K - $240K
|
10.3K
$240K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.1K+ 13.73% |
$234K - $236K
|
83.8K
$1.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.1K+ 12.04% |
$233K - $235K
|
93.7K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
9.79KNew |
$227K - $229K
|
9.79K
$229K
|