Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.5K+ 8.91% |
$472K - $476K
|
251K
$5.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
20.5K+ 89.91% |
$471K - $475K
|
43.3K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
18.3K+ 53.24% |
$422K - $426K
|
52.8K
$1.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
18K+ 46.15% |
$415K - $418K
|
57.1K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.6K+ 10.02% |
$404K - $407K
|
193K
$4.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
17K+ 149.96% |
$391K - $395K
|
28.4K
$661K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
16.2K+ 11.98% |
$372K - $375K
|
151K
$3.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.7K+ 17.96% |
$362K - $365K
|
103K
$2.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.7K+ 146.18% |
$361K - $364K
|
26.5K
$617K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
15.6KNew |
$358K - $361K
|
15.6K
$363K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
15.4K+ 71.43% |
$354K - $357K
|
36.9K
$862K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
13.9K+ 5.84% |
$321K - $323K
|
253K
$5.89M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
11K+ 13.87% |
$253K - $255K
|
90.1K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.9KNew |
$251K - $253K
|
10.9K
$254K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
10.8KNew |
$250K - $252K
|
10.8K
$253K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10.8K+ 5.62% |
$249K - $251K
|
203K
$4.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$245K - $247K
|
10.6K
$248K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.3K+ 22.23% |
$237K - $239K
|
56.6K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.3KNew |
$237K - $239K
|
10.3K
$240K
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
9.98K+ 3.83% |
$230K - $231K
|
271K
$6.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.79KNew |
$225K - $227K
|
9.79K
$228K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.3KNew |
$214K - $216K
|
9.3K
$217K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
9KNew |
$207K - $209K
|
9K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.97KNew |
$206K - $208K
|
8.97K
$209K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
8.96K+ 1.66% |
$206K - $208K
|
548K
$12.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
8.68K+ 59.83% |
$200K - $201K
|
23.2K
$540K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.92K+ 42.81% |
$182K - $184K
|
26.4K
$616K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.27K+ 4.65% |
$167K - $169K
|
163K
$3.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7.09K+ 2.58% |
$163K - $165K
|
282K
$6.57M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.08K+ 45.77% |
$163K - $164K
|
22.5K
$526K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
7.06K+ 662.91% |
$162K - $164K
|
8.13K
$189K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.98K+ 53.43% |
$161K - $162K
|
20K
$467K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6.74K+ 9.94% |
$155K - $156K
|
74.6K
$1.74M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
6.08K+ 15.71% |
$140K - $141K
|
44.8K
$1.04M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.72KNew |
$132K - $133K
|
5.72K
$133K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.97K+ 26.67% |
$114K - $115K
|
23.6K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.97K+ 16.79% |
$114K - $115K
|
34.6K
$806K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.3K+ 8.8% |
$99K - $99.8K
|
53.2K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.12K+ 6.23% |
$94.7K - $95.5K
|
70.2K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.87K+ 16.22% |
$89K - $89.8K
|
27.7K
$647K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.56KNew |
$81.8K - $82.5K
|
3.56K
$82.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.4KNew |
$78.2K - $78.9K
|
3.4K
$79.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.09K+ 16.47% |
$71.1K - $71.7K
|
21.9K
$510K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.02K+ 10.33% |
$69.4K - $69.9K
|
32.2K
$751K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
2.98K+ 27.95% |
$68.5K - $69.1K
|
13.6K
$318K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.67KNew |
$61.4K - $61.9K
|
2.67K
$62.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.38K+ 15.38% |
$54.7K - $55.2K
|
17.9K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.28K+ 21.05% |
$52.4K - $52.9K
|
13.1K
$306K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.2K+ 20.95% |
$50.6K - $51K
|
12.7K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.15K+ 5.31% |
$49.5K - $49.9K
|
42.6K
$994K
|