Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.3K+ 113.86% |
$308K - $315K
|
25K
$584K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
12KNew |
$278K - $284K
|
12K
$280K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.9K+ 52.48% |
$274K - $280K
|
34.5K
$803K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11.6KNew |
$269K - $274K
|
11.6K
$271K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.6KNew |
$267K - $273K
|
11.6K
$269K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.6KNew |
$267K - $273K
|
11.6K
$269K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.3K+ 5.18% |
$262K - $268K
|
230K
$5.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$256K - $261K
|
11.1K
$258K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
11KNew |
$256K - $261K
|
11K
$258K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
10.7KNew |
$247K - $252K
|
10.7K
$249K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10.5KNew |
$243K - $248K
|
10.5K
$245K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
9.91K+ 29.01% |
$229K - $234K
|
44.1K
$1.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.87K+ 49.14% |
$228K - $233K
|
30K
$699K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
9.43KNew |
$218K - $223K
|
9.43K
$220K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.08KNew |
$210K - $214K
|
9.08K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.86K+ 6.01% |
$205K - $209K
|
156K
$3.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.73K+ 89.4% |
$202K - $206K
|
18.5K
$431K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
8.69KNew |
$201K - $205K
|
8.69K
$203K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.64K+ 2.09% |
$200K - $204K
|
422K
$9.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.21K+ 160.88% |
$190K - $194K
|
13.3K
$311K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.9K+ 13.18% |
$183K - $186K
|
67.8K
$1.58M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.49K+ 19.28% |
$173K - $177K
|
46.3K
$1.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.84K+ 21.23% |
$158K - $161K
|
39K
$911K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
6.6KNew |
$153K - $156K
|
6.6K
$154K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
6.57K+ 29.06% |
$152K - $155K
|
29.2K
$681K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5.72K+ 9.46% |
$132K - $135K
|
66.1K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.44K+ 6.23% |
$126K - $128K
|
92.8K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.06K+ 38.42% |
$93.9K - $95.8K
|
14.6K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.55K+ 7.66% |
$82.1K - $83.8K
|
49.9K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.41K+ 28.27% |
$78.9K - $80.5K
|
15.5K
$361K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
3.09K+ 7.29% |
$71.5K - $72.9K
|
45.5K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.03K+ 4728.13% |
$70K - $71.4K
|
3.09K
$72.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3K+ 6.94% |
$69.4K - $70.8K
|
46.2K
$1.08M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.94K+ 26.36% |
$67.9K - $69.3K
|
14.1K
$328K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.92K+ 14.68% |
$67.5K - $68.8K
|
22.8K
$531K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.92K+ 23.23% |
$67.4K - $68.8K
|
15.5K
$361K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.75K+ 3.59% |
$63.5K - $64.8K
|
79.2K
$1.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.33K+ 7.43% |
$53.8K - $54.9K
|
33.7K
$785K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.13KNew |
$49.2K - $50.2K
|
2.13K
$49.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.1K+ 1.54% |
$48.6K - $49.6K
|
139K
$3.23M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.07KNew |
$48K - $48.9K
|
2.07K
$48.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2K+ 12.03% |
$46.3K - $47.2K
|
18.6K
$434K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.83K+ 11.24% |
$42.4K - $43.2K
|
18.1K
$422K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.71K+ 4.02% |
$39.6K - $40.4K
|
44.2K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.07KNew |
$24.6K - $25.1K
|
1.07K
$24.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1K+ 211.37% |
$23.2K - $23.7K
|
1.48K
$34.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1K+ 211.37% |
$23.2K - $23.7K
|
1.48K
$34.5K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
763+ 0.81% |
$17.6K - $18K
|
94.9K
$2.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
690+ 4.8% |
$16K - $16.3K
|
15.1K
$351K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
649+ 1.01% |
$15K - $15.3K
|
64.8K
$1.51M
|