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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17+ 1.13% |
$393 - $395
|
1.53K
$35.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
8+ 17.02% |
$185 - $186
|
55
$1.29K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.15% |
$162 - $163
|
616
$14.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6+ 0.05% |
$139 - $139
|
11.6K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6+ 0.2% |
$139 - $139
|
3.07K
$71.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
5New |
$116 - $116
|
5
$117
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.1% |
$69.3 - $69.7
|
3.12K
$72.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.77% |
$46.2 - $46.4
|
262
$6.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$46.2 - $46.4
|
27.6K
$644K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6- 0.02% |
$139 - $139
|
35K
$818K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-22- 0.19% |
$508 - $511
|
11.9K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-53- 0.01% |
$1.22K - $1.23K
|
400K
$9.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-63- 0.21% |
$1.46K - $1.46K
|
30.7K
$717K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-102- 0.05% |
$2.36K - $2.37K
|
191K
$4.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-150- 1.37% |
$3.47K - $3.48K
|
10.8K
$253K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-211- 2.44% |
$4.87K - $4.9K
|
8.44K
$197K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-263- 0.43% |
$6.08K - $6.11K
|
60.3K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-799- 0.39% |
$18.5K - $18.6K
|
204K
$4.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-866- 3.64% |
$20K - $20.1K
|
23K
$537K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-946- 0.78% |
$21.9K - $22K
|
120K
$2.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.34K- 8.13% |
$30.9K - $31K
|
15.1K
$353K
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1.45K- 8.68% |
$33.5K - $33.7K
|
15.3K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.65K- 3.21% |
$38.1K - $38.3K
|
49.8K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.73K- 15.81% |
$40K - $40.2K
|
9.22K
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.83K- 0.27% |
$42.2K - $42.4K
|
666K
$15.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.85K- 3.76% |
$42.7K - $43K
|
47.3K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.33K- 10.67% |
$53.8K - $54.1K
|
19.5K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.39K- 5.62% |
$55.3K - $55.6K
|
40.2K
$940K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.46K- 4.93% |
$56.8K - $57.1K
|
47.4K
$1.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.41K- 5.06% |
$102K - $102K
|
82.7K
$1.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.97K- 35.38% |
$115K - $115K
|
9.08K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.83K- 6.18% |
$135K - $135K
|
88.4K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-7.37K- 28.73% |
$170K - $171K
|
18.3K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.51K- 2.76% |
$174K - $174K
|
264K
$6.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.21K- 5.89% |
$190K - $191K
|
131K
$3.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-8.48K- 25.88% |
$196K - $197K
|
24.3K
$568K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-8.52K- 17.48% |
$197K - $198K
|
40.2K
$940K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9.09K- 69.86% |
$210K - $211K
|
3.92K
$91.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-10.9K- 28.72% |
$252K - $253K
|
27.1K
$632K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.8K- 9.66% |
$273K - $275K
|
111K
$2.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 2.46% |
$277K - $279K
|
475K
$11.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-12.3K- 19.95% |
$285K - $286K
|
49.4K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.4K- 18.58% |
$311K - $312K
|
58.9K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.4K- 2.42% |
$357K - $358K
|
621K
$14.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.2K- 12.23% |
$375K - $377K
|
117K
$2.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18.6K- 4.68% |
$430K - $432K
|
379K
$8.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-22.9K- 9.02% |
$529K - $532K
|
231K
$5.41M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.1K- 1.19% |
$581K - $584K
|
2.09M
$48.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-25.9K- 4.77% |
$599K - $602K
|
518K
$12.1M
|