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 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.6K- 70.98% |
$708K - $712K
|
12.5K
$293K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-31.2K- 23.86% |
$721K - $724K
|
99.6K
$2.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-39.3K- 22.59% |
$909K - $914K
|
135K
$3.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-41.3K- 80.78% |
$953K - $958K
|
9.82K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-41.8K- 26.66% |
$965K - $970K
|
115K
$2.69M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43.6K- 14.33% |
$1.01M - $1.01M
|
261K
$6.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-43.7K- 11.67% |
$1.01M - $1.01M
|
331K
$7.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-45.7K- 45.58% |
$1.06M - $1.06M
|
54.5K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.7K- 1.53% |
$1.08M - $1.08M
|
3M
$70.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.2K- 15.36% |
$1.18M - $1.19M
|
282K
$6.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.8K- 2.03% |
$1.77M - $1.78M
|
3.72M
$86.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.8K- 2.03% |
$1.77M - $1.78M
|
3.72M
$86.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-103K- 87.88% |
$2.37M - $2.38M
|
14.1K
$331K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-122K- 73.2% |
$2.81M - $2.82M
|
44.5K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-208K- 19.47% |
$4.8M - $4.83M
|
860K
$20.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-242K- 95.68% |
$5.59M - $5.62M
|
10.9K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-337K- 8.61% |
$7.79M - $7.83M
|
3.58M
$83.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.04M- 69.99% |
$24.1M - $24.2M
|
448K
$10.5M
|