Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.48K- 7.27% |
$34K - $34.6K
|
18.8K
$439K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.14K- 60.67% |
$49.2K - $50.1K
|
1.38K
$32.3K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.15K- 0.58% |
$49.4K - $50.4K
|
365K
$8.52M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.35K- 1.57% |
$54.2K - $55.2K
|
148K
$3.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.37K- 36.55% |
$54.7K - $55.7K
|
4.12K
$96K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.64K- 12.97% |
$60.7K - $61.9K
|
17.7K
$412K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.92K- 18.85% |
$67.2K - $68.5K
|
12.6K
$293K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.57K- 27.16% |
$82.4K - $83.9K
|
9.59K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.52K- 1.1% |
$104K - $106K
|
406K
$9.47M
|