Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.8K+ 2.63% |
$321K - $323K
|
539K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.2KNew |
$307K - $308K
|
13.2K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.9K+ 3.54% |
$301K - $303K
|
379K
$8.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
12.9K+ 37.39% |
$299K - $301K
|
47.3K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
12.4K+ 16.04% |
$289K - $290K
|
89.8K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
12K+ 5.72% |
$280K - $282K
|
223K
$5.19M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11K+ 118.98% |
$256K - $257K
|
20.2K
$472K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.8K+ 342.17% |
$251K - $252K
|
14K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
10.3KNew |
$240K - $241K
|
10.3K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.1K+ 39.97% |
$235K - $236K
|
35.4K
$826K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10KNew |
$233K - $234K
|
10K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
9.7KNew |
$226K - $227K
|
9.7K
$226K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
9.6KNew |
$223K - $224K
|
9.6K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
9.17K+ 106.63% |
$213K - $214K
|
17.8K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.92K+ 8.44% |
$207K - $209K
|
115K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8.9K+ 5.84% |
$207K - $208K
|
161K
$3.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.87KNew |
$206K - $207K
|
8.87K
$207K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
8.85KNew |
$206K - $207K
|
8.85K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.6KNew |
$200K - $201K
|
8.6K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.57K+ 63.44% |
$199K - $200K
|
22.1K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.57K+ 39.9% |
$199K - $200K
|
30K
$700K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.32K+ 48.87% |
$193K - $194K
|
25.4K
$591K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.1K+ 7.36% |
$188K - $189K
|
118K
$2.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.52K+ 3.88% |
$175K - $176K
|
202K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
7.3K+ 86.57% |
$170K - $170K
|
15.7K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
7.1K+ 114.38% |
$165K - $166K
|
13.3K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.81KNew |
$158K - $159K
|
6.81K
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.73K+ 3.98% |
$156K - $157K
|
176K
$4.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.29KNew |
$146K - $147K
|
6.29K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
5.92K+ 51.69% |
$138K - $138K
|
17.4K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.85KNew |
$136K - $137K
|
5.85K
$136K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.16K+ 10.65% |
$120K - $121K
|
53.6K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
4.93K+ 4.16% |
$115K - $115K
|
123K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.86K+ 2.28% |
$113K - $113K
|
218K
$5.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.75K+ 33.98% |
$110K - $111K
|
18.7K
$436K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.51K+ 14.22% |
$105K - $105K
|
36.2K
$845K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.48K+ 8.26% |
$104K - $105K
|
58.7K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.35K+ 5.47% |
$101K - $102K
|
83.7K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.28K+ 6.96% |
$99.6K - $100K
|
65.8K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.06K+ 5.73% |
$94.4K - $94.9K
|
74.9K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4K+ 2.84% |
$93K - $93.5K
|
145K
$3.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.46K+ 14.99% |
$80.5K - $80.9K
|
26.6K
$619K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.95K+ 8.24% |
$68.6K - $68.9K
|
38.7K
$903K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.77K+ 14.65% |
$64.5K - $64.8K
|
21.7K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.71K+ 13.56% |
$62.9K - $63.3K
|
22.7K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.46K+ 7.05% |
$57.1K - $57.4K
|
37.3K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.3K+ 9.9% |
$53.4K - $53.7K
|
25.5K
$595K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.2K+ 2.16% |
$51.1K - $51.3K
|
104K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.18K+ 0.33% |
$50.7K - $50.9K
|
662K
$15.4M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.01K+ 1.65% |
$46.7K - $47K
|
124K
$2.89M
|