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 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.03K+ 4.07% |
$46.7K - $47.1K
|
51.9K
$1.21M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.96KNew |
$45K - $45.4K
|
1.96K
$45.6K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.95K+ 91.81% |
$44.9K - $45.3K
|
4.08K
$95.1K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
1.86K+ 4.22% |
$42.8K - $43.1K
|
45.9K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.61K+ 10.51% |
$37K - $37.4K
|
16.9K
$395K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.3K+ 7.6% |
$29.9K - $30.2K
|
18.4K
$429K
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.3K+ 11.63% |
$29.8K - $30.1K
|
12.4K
$290K
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1K+ 9.08% |
$23.1K - $23.3K
|
12.1K
$281K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
839+ 1.9% |
$19.3K - $19.5K
|
45K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
740+ 1.14% |
$17K - $17.2K
|
65.5K
$1.53M
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
518+ 60.37% |
$11.9K - $12K
|
1.38K
$32.1K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
420New |
$9.66K - $9.74K
|
420
$9.79K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
342+ 1.41% |
$7.87K - $7.93K
|
24.7K
$575K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
332New |
$7.64K - $7.7K
|
332
$7.74K
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
239+ 2.07% |
$5.5K - $5.54K
|
11.8K
$275K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
202New |
$4.65K - $4.69K
|
202
$4.71K
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
100+ 20.0% |
$2.3K - $2.32K
|
600
$14K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
59+ 0.28% |
$1.36K - $1.37K
|
20.9K
$487K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45+ 3.25% |
$1.04K - $1.04K
|
1.43K
$33.4K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
31New |
$713 - $719
|
31
$723
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 1.03% |
$437 - $441
|
1.86K
$43.4K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 1.03% |
$230 - $232
|
983
$22.9K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 1.43% |
$207 - $209
|
639
$14.9K
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.79% |
$46 - $46.4
|
254
$5.92K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-39- 1.05% |
$897 - $905
|
3.67K
$85.7K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-121- 11.3% |
$2.78K - $2.81K
|
950
$22.2K
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-131- 0.93% |
$3.01K - $3.04K
|
13.9K
$325K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-181- 1.77% |
$4.16K - $4.2K
|
10K
$234K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-194- 9.35% |
$4.46K - $4.5K
|
1.88K
$43.8K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-250- 1.53% |
$5.75K - $5.8K
|
16.1K
$376K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-454- 2.0% |
$10.4K - $10.5K
|
22.3K
$520K
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-551- 5.84% |
$12.7K - $12.8K
|
8.88K
$207K
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-638- 4.06% |
$14.7K - $14.8K
|
15.1K
$352K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-718- 0.62% |
$16.5K - $16.7K
|
114K
$2.66M
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-782- 1.39% |
$18K - $18.1K
|
55.3K
$1.29M
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-805- 5.34% |
$18.5K - $18.7K
|
14.3K
$333K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.19K- 8.13% |
$27.4K - $27.6K
|
13.4K
$313K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.22K- 4.89% |
$28.2K - $28.4K
|
23.8K
$556K
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.35K- 6.33% |
$54.1K - $54.5K
|
34.8K
$810K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.46K- 2.07% |
$56.6K - $57K
|
116K
$2.72M
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.11K- 2.24% |
$71.6K - $72.2K
|
136K
$3.16M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.74K- 2.05% |
$109K - $110K
|
226K
$5.28M
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.99K- 3.26% |
$115K - $116K
|
148K
$3.45M
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.28K- 1.67% |
$145K - $146K
|
369K
$8.61M
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-6.8K- 13.41% |
$156K - $158K
|
43.9K
$1.02M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-10K- 11.08% |
$230K - $232K
|
80.3K
$1.87M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 6.29% |
$248K - $250K
|
160K
$3.74M
|