Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
24.8K+ 28.1% |
$574K - $582K
|
113K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
23.3KNew |
$539K - $546K
|
23.3K
$545K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.3K+ 5.38% |
$538K - $545K
|
455K
$10.6M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
22.3K+ 23.18% |
$515K - $522K
|
118K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22KNew |
$509K - $515K
|
22K
$514K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
21.6KNew |
$501K - $507K
|
21.6K
$506K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
19.8K+ 49.47% |
$458K - $464K
|
59.8K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
19.7K+ 20.32% |
$457K - $463K
|
117K
$2.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
19.4K+ 7.03% |
$449K - $455K
|
296K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.2K+ 10.88% |
$445K - $450K
|
196K
$4.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.7K+ 7.97% |
$433K - $438K
|
253K
$5.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.6K+ 20.49% |
$431K - $436K
|
110K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.5K+ 17.65% |
$429K - $435K
|
124K
$2.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
18.5K+ 35.23% |
$427K - $433K
|
70.9K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
17.6K+ 7.33% |
$407K - $412K
|
258K
$6.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
16.7KNew |
$386K - $391K
|
16.7K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.7KNew |
$386K - $391K
|
16.7K
$390K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.3K+ 41.45% |
$378K - $383K
|
55.8K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.2K+ 32.5% |
$374K - $379K
|
66K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
14.4K+ 8.02% |
$334K - $338K
|
194K
$4.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
13.5KNew |
$312K - $316K
|
13.5K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
12.4K+ 19.05% |
$286K - $290K
|
77.4K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
11.5KNew |
$266K - $269K
|
11.5K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
11.3K+ 3.16% |
$262K - $265K
|
370K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.8K+ 16.33% |
$251K - $254K
|
77.3K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.8K+ 39.07% |
$249K - $252K
|
38.3K
$896K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
10.8KNew |
$249K - $252K
|
10.8K
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
10.6K+ 9.13% |
$245K - $249K
|
127K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
10.5KNew |
$243K - $246K
|
10.5K
$246K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.99KNew |
$231K - $234K
|
9.99K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.86K+ 44.32% |
$228K - $231K
|
32.1K
$751K
|
|
|
Nov 12, 2024
Q3 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
9.68K+ 179.26% |
$224K - $227K
|
15.1K
$353K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.4K+ 1.77% |
$217K - $220K
|
541K
$12.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9.18K+ 34.5% |
$212K - $215K
|
35.8K
$837K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.16KNew |
$212K - $215K
|
9.16K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.71K+ 70.87% |
$201K - $204K
|
21K
$491K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
8.6KNew |
$199K - $201K
|
8.6K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.47K+ 8.34% |
$196K - $198K
|
110K
$2.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
7.78K+ 42.79% |
$180K - $182K
|
26K
$607K
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
7.61K+ 16.06% |
$176K - $178K
|
54.9K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
6.61K+ 3.62% |
$153K - $155K
|
189K
$4.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.41K+ 7.12% |
$148K - $150K
|
96.5K
$2.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
6.21KNew |
$144K - $146K
|
6.21K
$145K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
6.15K+ 11.28% |
$142K - $144K
|
60.7K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.92K+ 3.55% |
$137K - $139K
|
173K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.75K+ 5.01% |
$133K - $135K
|
121K
$2.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
5.67KNew |
$131K - $133K
|
5.67K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.37K+ 1.2% |
$124K - $126K
|
453K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.33K+ 11.23% |
$123K - $125K
|
52.8K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
4.84K+ 3.37% |
$112K - $113K
|
148K
$3.47M
|