Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.67M+ 2825.86% |
N/A
|
4.83M
$115M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
824K+ 42.63% |
N/A
|
2.76M
$65.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
560K+ 6.67% |
N/A
|
8.96M
$213M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
538K+ 24.23% |
N/A
|
2.76M
$65.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
454K+ 78.34% |
N/A
|
1.03M
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
371K+ 16.85% |
N/A
|
2.57M
$61.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
337K+ 16.39% |
N/A
|
2.39M
$56.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
334K+ 14.58% |
N/A
|
2.62M
$62.3M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
300KNew |
N/A
|
300K
$7.12M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
285K+ 32.19% |
N/A
|
1.17M
$27.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
274KNew |
N/A
|
274K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
247KNew |
N/A
|
247K
$5.86M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
227K+ 217.76% |
N/A
|
331K
$7.85M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
224K+ 17.89% |
N/A
|
1.48M
$35.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
214K+ 25.64% |
N/A
|
1.05M
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
212KNew |
N/A
|
212K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
211K+ 5.31% |
N/A
|
4.18M
$99.3M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
166KNew |
N/A
|
166K
$3.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
159K+ 7.14% |
N/A
|
2.38M
$56.5M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
143KNew |
N/A
|
143K
$3.39M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
140K+ 127.17% |
N/A
|
251K
$5.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
120K+ 36.89% |
N/A
|
447K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
117K+ 34.0% |
N/A
|
461K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
112K+ 19.92% |
N/A
|
672K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
108KNew |
N/A
|
108K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
106KNew |
N/A
|
106K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
102K+ 7.83% |
N/A
|
1.41M
$33.5M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
99K+ 10.03% |
N/A
|
1.09M
$25.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
95.4K+ 28.46% |
N/A
|
430K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
86.6K+ 15.85% |
N/A
|
633K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
81.5K+ 21.14% |
N/A
|
467K
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
76.3K+ 14.05% |
N/A
|
620K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
67.6K+ 28.19% |
N/A
|
307K
$7.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
65.1K+ 75.95% |
N/A
|
151K
$3.58M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
62.6K+ 11.49% |
N/A
|
607K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
62.1KNew |
N/A
|
62.1K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
62.1K+ 6.47% |
N/A
|
1.02M
$24.3M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
60.6K+ 12.31% |
N/A
|
554K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
57.7K+ 28.06% |
N/A
|
263K
$6.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
57.6K+ 12.84% |
N/A
|
506K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
56.1K+ 72.51% |
N/A
|
133K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
53K+ 27.05% |
N/A
|
249K
$5.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
52.7KNew |
N/A
|
52.7K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
51.2KNew |
N/A
|
51.2K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50.1K+ 9.06% |
N/A
|
603K
$14.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.9K+ 28.2% |
N/A
|
222K
$5.27M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
47.2KNew |
N/A
|
47.2K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
47.2K+ 43.47% |
N/A
|
156K
$3.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
45.8K+ 29.34% |
N/A
|
202K
$4.79M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
45.4KNew |
N/A
|
45.4K
$1.08M
|