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 |
|---|---|---|---|---|---|---|---|
|
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 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
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-83.6K- 27.55% |
$1.94M - $1.95M
|
220K
$5.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-87.5K- 61.19% |
$2.04M - $2.05M
|
55.5K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-139K- 93.47% |
$3.22M - $3.24M
|
9.68K
$226K
|