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
|
Money Concepts Capital Corp
|
BUY
|
- |
585+ 2.8% |
$13.5K - $13.7K
|
21.5K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
577+ 1.37% |
$13.4K - $13.5K
|
42.6K
$996K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
431New |
$9.98K - $10.1K
|
431
$10.1K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
305+ 0.97% |
$7.06K - $7.12K
|
31.6K
$739K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
304+ 2.95% |
$7.04K - $7.1K
|
10.6K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
292+ 1.46% |
$6.76K - $6.82K
|
20.3K
$475K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
290+ 2.82% |
$6.72K - $6.77K
|
10.6K
$247K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
231+ 1.42% |
$5.35K - $5.4K
|
16.5K
$385K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
191+ 0.59% |
$4.42K - $4.46K
|
32.8K
$766K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
157New |
$3.64K - $3.67K
|
157
$3.67K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
134New |
$3.1K - $3.13K
|
134
$3.13K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
97+ 16.17% |
$2.25K - $2.27K
|
697
$16.3K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
83+ 0.69% |
$1.92K - $1.94K
|
12.2K
$284K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
61+ 0.69% |
$1.41K - $1.42K
|
8.85K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53New |
$1.23K - $1.24K
|
53
$1.24K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13+ 0.45% |
$301 - $304
|
2.87K
$67.1K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.69% |
$301 - $304
|
1.9K
$44.4K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6+ 0.01% |
$139 - $140
|
64.2K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.66% |
$92.6 - $93.4
|
609
$14.2K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 0.03% |
$69.5 - $70.1
|
11.6K
$271K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.78% |
$46.3 - $46.7
|
260
$6.08K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-6- 0.04% |
$139 - $140
|
15.3K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-45- 0.1% |
$1.04K - $1.05K
|
44.8K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-50- 0.11% |
$1.16K - $1.17K
|
45.3K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-70- 2.2% |
$1.62K - $1.64K
|
3.11K
$72.8K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-165- 0.17% |
$3.82K - $3.85K
|
95.8K
$2.24M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-208- 0.34% |
$4.82K - $4.86K
|
60.6K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-550- 0.1% |
$12.7K - $12.8K
|
544K
$12.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-619- 6.66% |
$14.3K - $14.5K
|
8.68K
$203K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-973- 3.92% |
$22.5K - $22.7K
|
23.8K
$557K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.04K- 2.88% |
$24.1K - $24.3K
|
35K
$818K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.93K- 4.74% |
$44.8K - $45.2K
|
38.9K
$908K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.78K- 16.52% |
$64.4K - $64.9K
|
14K
$328K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.05K- 6.11% |
$70.7K - $71.3K
|
46.9K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.08K- 0.92% |
$71.4K - $72K
|
333K
$7.79M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.21K- 22.84% |
$74.3K - $75K
|
10.8K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.31K- 21.8% |
$76.7K - $77.3K
|
11.9K
$278K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-4.08K- 13.72% |
$94.4K - $95.3K
|
25.6K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.43K- 7.93% |
$103K - $104K
|
51.5K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.6K- 3.14% |
$106K - $107K
|
142K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.91K- 1.08% |
$137K - $138K
|
543K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-6.36K- 12.76% |
$147K - $149K
|
43.5K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-7.21K- 2.76% |
$167K - $168K
|
254K
$5.94M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.34K- 1.6% |
$170K - $172K
|
452K
$10.6M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8.21K- 1.56% |
$190K - $192K
|
520K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-9.34K- 6.67% |
$216K - $218K
|
131K
$3.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.71K- 2.38% |
$225K - $227K
|
398K
$9.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-9.71K- 30.06% |
$225K - $227K
|
22.6K
$528K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-11.9K- 41.57% |
$275K - $278K
|
16.7K
$391K
|