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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-12.7K- 25.06% |
$294K - $296K
|
38K
$887K
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-13.5K- 52.92% |
$312K - $315K
|
12K
$280K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 14.84% |
$327K - $330K
|
81.1K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.4K- 61.02% |
$357K - $360K
|
9.86K
$230K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-15.8K- 53.39% |
$366K - $369K
|
13.8K
$322K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-22.7K- 10.26% |
$527K - $531K
|
199K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30K- 40.97% |
$694K - $700K
|
43.2K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-30.4K- 16.36% |
$705K - $711K
|
156K
$3.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-42.1K- 25.59% |
$975K - $984K
|
122K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-44.6K- 40.84% |
$1.03M - $1.04M
|
64.6K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-46.8K- 45.13% |
$1.08M - $1.09M
|
56.9K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-68.5K- 9.16% |
$1.59M - $1.6M
|
679K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-110K- 6.86% |
$2.54M - $2.57M
|
1.49M
$34.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-818K- 62.57% |
$18.9M - $19.1M
|
489K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.82M- 96.77% |
$65.4M - $66M
|
94.2K
$2.2M
|