Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
366KNew |
$8.46M - $8.57M
|
366K
$8.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
308K+ 87.17% |
$7.12M - $7.21M
|
661K
$15.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
304KNew |
$7.02M - $7.11M
|
304K
$7.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
278K+ 40.67% |
$6.43M - $6.52M
|
962K
$22.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
248K+ 15.23% |
$5.73M - $5.8M
|
1.87M
$43.8M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
212KNew |
$4.9M - $4.97M
|
212K
$4.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
169K+ 30.55% |
$3.9M - $3.95M
|
721K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
164K+ 54.02% |
$3.79M - $3.84M
|
468K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
163K+ 17.28% |
$3.76M - $3.81M
|
1.1M
$25.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
162K+ 4.82% |
$3.74M - $3.79M
|
3.52M
$82.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
159K+ 151.58% |
$3.68M - $3.73M
|
264K
$6.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
137K+ 58.18% |
$3.18M - $3.22M
|
374K
$8.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
132K+ 3.55% |
$3.05M - $3.09M
|
3.85M
$89.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
107K+ 54.69% |
$2.48M - $2.51M
|
303K
$7.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
99.2K+ 1162.68% |
$2.3M - $2.33M
|
108K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
86.5K+ 13.59% |
$2M - $2.03M
|
723K
$16.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
83.3K+ 18.88% |
$1.93M - $1.95M
|
525K
$12.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
81.8K+ 6.78% |
$1.89M - $1.92M
|
1.29M
$30.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74K+ 4.59% |
$1.71M - $1.73M
|
1.69M
$39.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
67.4KNew |
$1.56M - $1.58M
|
67.4K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64.6K+ 69.21% |
$1.49M - $1.51M
|
158K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
62.1K+ 1.73% |
$1.44M - $1.45M
|
3.64M
$85.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
58.3K+ 36.83% |
$1.35M - $1.37M
|
217K
$5.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
56.1KNew |
$1.3M - $1.31M
|
56.1K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
49.9K+ 2.41% |
$1.15M - $1.17M
|
2.12M
$49.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.8K+ 17.67% |
$1.15M - $1.17M
|
332K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.3K+ 37.54% |
$1.14M - $1.15M
|
180K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
45.9K+ 27.58% |
$1.06M - $1.08M
|
212K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.4K+ 7.59% |
$1.05M - $1.06M
|
643K
$15M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
45.3K+ 23.67% |
$1.05M - $1.06M
|
236K
$5.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
42.9KNew |
$993K - $1.01M
|
42.9K
$1M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.2K+ 1.8% |
$976K - $988K
|
2.39M
$55.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
41.7K+ 322.68% |
$964K - $976K
|
54.6K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
41.1K+ 11.64% |
$950K - $962K
|
394K
$9.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
39.6K+ 21.53% |
$916K - $928K
|
224K
$5.23M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
38.5KNew |
$891K - $902K
|
38.5K
$900K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
38.4K+ 61.21% |
$888K - $899K
|
101K
$2.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.1K+ 4.26% |
$881K - $892K
|
933K
$21.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
37K+ 7.07% |
$856K - $867K
|
561K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
36K+ 10.87% |
$832K - $842K
|
367K
$8.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
34.1K+ 19.12% |
$789K - $799K
|
213K
$4.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
32.9KNew |
$761K - $771K
|
32.9K
$769K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32.6K+ 8.59% |
$753K - $763K
|
412K
$9.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
32.5KNew |
$752K - $762K
|
32.5K
$760K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.4K+ 4.24% |
$704K - $713K
|
749K
$17.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
27.6K+ 6.02% |
$637K - $646K
|
486K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
26.2KNew |
$606K - $614K
|
26.2K
$613K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
25.4K+ 4.48% |
$588K - $596K
|
593K
$13.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
25.1K+ 1.63% |
$582K - $589K
|
1.57M
$36.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.1KNew |
$580K - $588K
|
25.1K
$587K
|