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
|
Cooper Financial Group
|
SELL
|
- |
-4.03K- 10.35% |
$93.1K - $94.3K
|
34.9K
$815K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-4.04K- 1.26% |
$93.4K - $94.6K
|
317K
$7.41M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4.2K- 94.87% |
$97.2K - $98.5K
|
227
$5.31K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.26K- 22.27% |
$98.6K - $99.8K
|
14.9K
$348K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-5.65K- 43.63% |
$131K - $132K
|
7.3K
$171K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-5.94K- 13.04% |
$137K - $139K
|
39.6K
$926K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.54K- 4.11% |
$151K - $153K
|
153K
$3.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6.8K- 1.02% |
$157K - $159K
|
659K
$15.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-7.04K- 14.25% |
$163K - $165K
|
42.4K
$991K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.78K- 71.15% |
$180K - $182K
|
3.16K
$73.8K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.78K- 71.15% |
$180K - $182K
|
3.16K
$73.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.07K- 8.2% |
$210K - $212K
|
102K
$2.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-10.7K- 6.97% |
$248K - $251K
|
143K
$3.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.8K- 9.27% |
$250K - $253K
|
106K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-11.5K- 25.0% |
$265K - $269K
|
34.4K
$804K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-13.1K- 54.0% |
$304K - $307K
|
11.2K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14K- 7.84% |
$323K - $327K
|
164K
$3.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 2.82% |
$338K - $343K
|
503K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.6K- 3.89% |
$360K - $364K
|
385K
$8.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-15.7K- 15.8% |
$364K - $369K
|
83.8K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-20.6K- 8.91% |
$476K - $483K
|
211K
$4.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-26.9K- 9.86% |
$623K - $631K
|
246K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33.8K- 7.83% |
$781K - $791K
|
398K
$9.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-44.3K- 32.84% |
$1.02M - $1.04M
|
90.6K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-59.6K- 29.13% |
$1.38M - $1.4M
|
145K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.2K- 2.43% |
$2.09M - $2.11M
|
3.62M
$84.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-127K- 4.22% |
$2.93M - $2.97M
|
2.87M
$67.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-143K- 5.38% |
$3.3M - $3.34M
|
2.51M
$58.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-228K- 86.37% |
$5.28M - $5.35M
|
36K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-229K- 26.64% |
$5.3M - $5.37M
|
631K
$14.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-275K- 57.93% |
$6.37M - $6.45M
|
200K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-416K- 99.88% |
$9.62M - $9.74M
|
510
$11.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-480K- 77.29% |
$11.1M - $11.3M
|
141K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-687K- 32.95% |
$15.9M - $16.1M
|
1.4M
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.9M- 83.54% |
$297M - $301M
|
2.53M
$59.2M
|