Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
28.3K+ 18.17% |
$653K - $657K
|
184K
$4.3M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
27.4K+ 19.37% |
$633K - $636K
|
169K
$3.95M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
26.5K+ 33.74% |
$612K - $615K
|
105K
$2.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26K+ 12.37% |
$601K - $604K
|
236K
$5.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.6K+ 6.32% |
$592K - $595K
|
432K
$10.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
23.5K+ 59.82% |
$542K - $545K
|
62.7K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22KNew |
$509K - $511K
|
22K
$515K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
21.9KNew |
$506K - $509K
|
21.9K
$513K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
20.4K+ 7.98% |
$472K - $474K
|
276K
$6.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.7K+ 11.75% |
$432K - $435K
|
178K
$4.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
18.6K+ 86.48% |
$429K - $431K
|
40K
$935K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.6K+ 8.86% |
$407K - $409K
|
217K
$5.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
14.9K+ 29.85% |
$345K - $347K
|
65K
$1.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
14.9KNew |
$344K - $346K
|
14.9K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.4K+ 57.81% |
$334K - $335K
|
39.4K
$922K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
14.4KNew |
$333K - $335K
|
14.4K
$337K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14.3K+ 9.9% |
$329K - $331K
|
158K
$3.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.9K+ 16.56% |
$298K - $300K
|
90.9K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.9KNew |
$298K - $300K
|
12.9K
$302K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.8K+ 34.64% |
$296K - $297K
|
49.8K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$292K - $293K
|
12.6K
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12.6KNew |
$291K - $292K
|
12.6K
$294K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12.3K+ 2.37% |
$285K - $286K
|
532K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 15.15% |
$284K - $285K
|
93.3K
$2.18M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.3K+ 7.95% |
$283K - $284K
|
166K
$3.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
11.1KNew |
$256K - $257K
|
11.1K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
11.1K+ 23.12% |
$256K - $257K
|
59K
$1.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.8KNew |
$249K - $250K
|
10.8K
$252K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.4K+ 16.28% |
$241K - $243K
|
74.6K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
10.4K+ 9.82% |
$240K - $241K
|
116K
$2.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10K+ 6.41% |
$232K - $233K
|
167K
$3.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10KNew |
$231K - $232K
|
10K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10KNew |
$231K - $232K
|
10K
$234K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.71K+ 71.7% |
$224K - $225K
|
23.3K
$544K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.04K+ 87.95% |
$209K - $210K
|
19.3K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.86KNew |
$205K - $206K
|
8.86K
$207K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.5K+ 4.26% |
$196K - $197K
|
208K
$4.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.8K+ 8.32% |
$180K - $181K
|
101K
$2.37M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.78K+ 246.58% |
$180K - $181K
|
10.9K
$256K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
7.71K+ 16.15% |
$178K - $179K
|
55.4K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
7.68K+ 20.28% |
$177K - $178K
|
45.6K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.01K+ 18.05% |
$162K - $163K
|
45.9K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.64K+ 351.11% |
$153K - $154K
|
8.54K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.42K+ 1.57% |
$148K - $149K
|
416K
$9.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.29K+ 7.51% |
$145K - $146K
|
90.1K
$2.11M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.13K+ 22.94% |
$141K - $142K
|
32.8K
$767K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.04K+ 1.34% |
$139K - $140K
|
458K
$10.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5.48K+ 52.42% |
$127K - $127K
|
15.9K
$373K
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
4.63K+ 10.84% |
$107K - $108K
|
47.3K
$1.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.49K+ 3.01% |
$104K - $104K
|
154K
$3.6M
|