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 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-28- 77.78% |
$651 - $654
|
8
$187
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-49- 0.99% |
$1.14K - $1.15K
|
4.88K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-78- 4.74% |
$1.81K - $1.82K
|
1.57K
$36.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-97- 42.73% |
$2.26K - $2.27K
|
130
$3.03K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-200- 0.37% |
$4.65K - $4.67K
|
53.9K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-320- 1.59% |
$7.44K - $7.48K
|
19.8K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-457- 2.78% |
$10.6K - $10.7K
|
16K
$372K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-522- 1.58% |
$12.1K - $12.2K
|
32.5K
$757K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-619- 1.03% |
$14.4K - $14.5K
|
59.6K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-632- 4.49% |
$14.7K - $14.8K
|
13.4K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-998- 1.18% |
$23.2K - $23.3K
|
83.8K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1K- 8.54% |
$23.3K - $23.4K
|
10.7K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.15K- 3.18% |
$26.6K - $26.8K
|
34.9K
$813K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.29K- 5.69% |
$29.9K - $30.1K
|
21.3K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.47K- 0.74% |
$34.3K - $34.4K
|
198K
$4.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.58K- 11.54% |
$36.8K - $37K
|
12.1K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.88K- 3.1% |
$43.7K - $43.9K
|
58.8K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.89K- 2.41% |
$44K - $44.3K
|
76.7K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.06K- 22.36% |
$47.9K - $48.1K
|
7.15K
$167K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-2.62K- 8.15% |
$60.9K - $61.2K
|
29.5K
$688K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-3.35K- 8.12% |
$77.8K - $78.2K
|
37.8K
$882K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-4.1K- 1.02% |
$95.2K - $95.7K
|
397K
$9.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4.36K- 5.2% |
$101K - $102K
|
79.5K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.39K- 8.98% |
$102K - $103K
|
44.5K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.73K- 18.04% |
$110K - $110K
|
21.5K
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.52K- 17.99% |
$128K - $129K
|
25.2K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-5.67K- 36.73% |
$132K - $133K
|
9.77K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.2K- 1.56% |
$144K - $145K
|
392K
$9.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-6.79K- 5.81% |
$158K - $159K
|
110K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.06K- 18.42% |
$164K - $165K
|
31.3K
$729K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.33K- 22.55% |
$170K - $171K
|
25.2K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.83K- 37.29% |
$182K - $183K
|
13.2K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.98K- 1.06% |
$185K - $186K
|
741K
$17.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-9.25K- 70.8% |
$215K - $216K
|
3.81K
$88.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-9.93K- 17.92% |
$231K - $232K
|
45.5K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-10.2K- 2.78% |
$237K - $239K
|
357K
$8.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-12.2K- 37.01% |
$283K - $285K
|
20.7K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13.5K- 59.34% |
$314K - $315K
|
9.24K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.9K- 5.49% |
$324K - $325K
|
239K
$5.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-13.9K- 4.39% |
$324K - $325K
|
303K
$7.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.6K- 18.82% |
$340K - $342K
|
63K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-15.1K- 5.72% |
$351K - $353K
|
249K
$5.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-15.3K- 10.55% |
$356K - $358K
|
130K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-18.3K- 27.08% |
$424K - $427K
|
49.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.5K- 6.88% |
$615K - $618K
|
358K
$8.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37.6K- 5.96% |
$874K - $879K
|
593K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45.9K- 86.92% |
$1.07M - $1.07M
|
6.9K
$161K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-53K- 21.52% |
$1.23M - $1.24M
|
193K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-65.4K- 24.84% |
$1.52M - $1.53M
|
198K
$4.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-83.6K- 27.55% |
$1.94M - $1.95M
|
220K
$5.13M
|