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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.65MNew |
$61.2M - $61.5M
|
2.65M
$61.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.52M+ 10.99% |
$35.2M - $35.4M
|
15.4M
$360M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.2M+ 13800.52% |
$27.7M - $27.8M
|
1.21M
$28.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
568KNew |
$13.1M - $13.2M
|
568K
$13.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
505K+ 45.63% |
$11.7M - $11.7M
|
1.61M
$37.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
401KNew |
$9.27M - $9.32M
|
401K
$9.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
400K+ 12.08% |
$9.25M - $9.3M
|
3.71M
$86.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
229K+ 46.83% |
$5.29M - $5.32M
|
718K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
212K+ 49.78% |
$4.89M - $4.91M
|
636K
$14.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
205KNew |
$4.73M - $4.75M
|
205K
$4.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
188K+ 5.93% |
$4.34M - $4.36M
|
3.35M
$78.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
178K+ 12.26% |
$4.1M - $4.12M
|
1.63M
$38M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
152K+ 183.16% |
$3.51M - $3.52M
|
235K
$5.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
136K+ 227.98% |
$3.15M - $3.16M
|
196K
$4.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
130K+ 246.15% |
$3M - $3.02M
|
183K
$4.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
129K+ 6.65% |
$2.98M - $3M
|
2.07M
$48.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
126K+ 15.41% |
$2.9M - $2.92M
|
941K
$22M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
121KNew |
$2.8M - $2.82M
|
121K
$2.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
120K+ 65.21% |
$2.77M - $2.78M
|
304K
$7.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
116K+ 191.03% |
$2.68M - $2.69M
|
177K
$4.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
115K+ 5.17% |
$2.67M - $2.68M
|
2.35M
$54.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
112KNew |
$2.6M - $2.61M
|
112K
$2.63M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
112K+ 69.36% |
$2.59M - $2.6M
|
273K
$6.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
105KNew |
$2.43M - $2.44M
|
105K
$2.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
100K+ 22.24% |
$2.32M - $2.33M
|
552K
$12.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
92.3K+ 15.6% |
$2.13M - $2.14M
|
684K
$16M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
87K+ 24.54% |
$2.01M - $2.02M
|
441K
$10.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
84K+ 10.36% |
$1.94M - $1.95M
|
895K
$20.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
75.1K+ 27.05% |
$1.74M - $1.74M
|
353K
$8.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
71.6K+ 291.94% |
$1.65M - $1.66M
|
96.1K
$2.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
66K+ 399.18% |
$1.53M - $1.53M
|
82.6K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
64.3K+ 36.6% |
$1.49M - $1.49M
|
240K
$5.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
63.3K+ 66.09% |
$1.46M - $1.47M
|
159K
$3.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
63KNew |
$1.46M - $1.46M
|
63K
$1.47M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
59.8KNew |
$1.38M - $1.39M
|
59.8K
$1.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
55.2K+ 44.81% |
$1.28M - $1.28M
|
178K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.9K+ 10.1% |
$1.27M - $1.27M
|
598K
$14M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
54.5KNew |
$1.26M - $1.27M
|
54.5K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
53.4K+ 384.02% |
$1.23M - $1.24M
|
67.3K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
52.4KNew |
$1.21M - $1.22M
|
52.4K
$1.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
50.2K+ 38.77% |
$1.16M - $1.17M
|
180K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
46.2K+ 53.63% |
$1.07M - $1.07M
|
132K
$3.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
45.2K+ 14.7% |
$1.05M - $1.05M
|
353K
$8.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
43.5K+ 9.07% |
$1.01M - $1.01M
|
524K
$12.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43K+ 6.33% |
$994K - $999K
|
722K
$16.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
42.9K+ 2.87% |
$992K - $997K
|
1.54M
$36M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
34.6K+ 73.89% |
$800K - $804K
|
81.5K
$1.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
34.4K+ 76.41% |
$794K - $798K
|
79.3K
$1.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.3K+ 8.61% |
$792K - $796K
|
432K
$10.1M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
32.4KNew |
$747K - $751K
|
32.4K
$756K
|