Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.43KNew |
$102K - $103K
|
4.43K
$103K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.42K+ 41.59% |
$102K - $103K
|
15K
$351K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
4.41K+ 1.39% |
$102K - $102K
|
321K
$7.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.37K+ 4.58% |
$77.8K - $78.2K
|
76.9K
$1.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.34K+ 9.22% |
$77K - $77.4K
|
39.5K
$921K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.06K+ 31.03% |
$70.6K - $71K
|
12.9K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.92K+ 11.03% |
$67.4K - $67.8K
|
29.4K
$685K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.75K+ 9.96% |
$63.6K - $63.9K
|
30.4K
$709K
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.59K+ 16.61% |
$59.8K - $60.1K
|
18.2K
$424K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
2.35K+ 545.71% |
$54.3K - $54.6K
|
2.78K
$64.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.13K+ 0.6% |
$49.2K - $49.5K
|
358K
$8.35M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
2.1K+ 4.63% |
$48.5K - $48.8K
|
47.4K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.06K+ 71.75% |
$47.6K - $47.8K
|
4.93K
$115K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
2.06K+ 3.87% |
$47.5K - $47.8K
|
55.3K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.88K+ 2.91% |
$43.4K - $43.6K
|
66.5K
$1.55M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.59K+ 1.12% |
$36.8K - $37K
|
143K
$3.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.49K+ 8.46% |
$34.5K - $34.6K
|
19.1K
$446K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.46K+ 9.41% |
$33.8K - $34K
|
17K
$397K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.27K+ 1.27% |
$29.3K - $29.4K
|
101K
$2.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.26K+ 3.61% |
$29.1K - $29.3K
|
36.2K
$844K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.15KNew |
$26.6K - $26.8K
|
1.15K
$26.9K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.15KNew |
$26.4K - $26.6K
|
1.15K
$26.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
903+ 0.94% |
$20.9K - $21K
|
97.2K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
900+ 4.49% |
$20.8K - $20.9K
|
21K
$489K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
754+ 4.18% |
$17.4K - $17.5K
|
18.8K
$438K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
702+ 3.65% |
$16.2K - $16.3K
|
20K
$465K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
590New |
$13.6K - $13.7K
|
590
$13.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
567+ 2.43% |
$13.1K - $13.2K
|
23.9K
$556K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
553+ 0.82% |
$12.8K - $12.8K
|
68.1K
$1.59M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
463New |
$10.7K - $10.8K
|
463
$10.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
447+ 2.18% |
$10.3K - $10.4K
|
20.9K
$488K
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
432+ 1.98% |
$9.98K - $10K
|
22.3K
$519K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
430+ 1.36% |
$9.93K - $9.98K
|
32K
$747K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
369+ 0.22% |
$8.52K - $8.57K
|
169K
$3.94M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
288+ 0.75% |
$6.65K - $6.69K
|
38.9K
$907K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
285New |
$6.58K - $6.62K
|
285
$6.65K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
260+ 3.01% |
$6.01K - $6.04K
|
8.89K
$207K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
245+ 2.32% |
$5.66K - $5.69K
|
10.8K
$252K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
229+ 1.15% |
$5.29K - $5.32K
|
20.1K
$468K
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
195+ 0.19% |
$4.5K - $4.53K
|
104K
$2.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
177+ 1.81% |
$4.09K - $4.11K
|
9.96K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
159+ 1.15% |
$3.67K - $3.69K
|
13.9K
$325K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
152+ 0.64% |
$3.51K - $3.53K
|
23.9K
$558K
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
147+ 0.77% |
$3.4K - $3.41K
|
19.3K
$449K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
133+ 1.09% |
$3.07K - $3.09K
|
12.3K
$286K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
116+ 0.44% |
$2.68K - $2.69K
|
26.6K
$620K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
96+ 1.09% |
$2.22K - $2.23K
|
8.94K
$209K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
78+ 2.58% |
$1.8K - $1.81K
|
3.1K
$72.2K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
23New |
$531 - $534
|
23
$536
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 1.11% |
$485 - $488
|
1.92K
$44.8K
|