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 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
44.2KNew |
N/A
|
44.2K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41.5K+ 83.25% |
N/A
|
91.3K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
41.5K+ 25.01% |
N/A
|
207K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
40.4K+ 11.36% |
N/A
|
396K
$9.41M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
39.5K+ 3.14% |
N/A
|
1.3M
$30.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.1K+ 11.79% |
N/A
|
351K
$8.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
37K+ 76.19% |
N/A
|
85.6K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
36.8K+ 5.95% |
N/A
|
655K
$15.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.5K+ 456.64% |
N/A
|
44.5K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35.9K+ 3.95% |
N/A
|
946K
$22.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
35.2K+ 4.61% |
N/A
|
799K
$19M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
34.6KNew |
N/A
|
34.6K
$821K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
34.3K+ 127.22% |
N/A
|
61.3K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
33.6K+ 13.72% |
N/A
|
279K
$6.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
32.4KNew |
N/A
|
32.4K
$770K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
32.4K+ 44.13% |
N/A
|
106K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
31.8KNew |
N/A
|
31.8K
$755K
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
31.5K+ 3.13% |
N/A
|
1.04M
$24.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
31.1K+ 12.18% |
N/A
|
286K
$6.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31.1K+ 4160.37% |
N/A
|
31.8K
$756K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31K+ 15.11% |
N/A
|
236K
$5.61M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
30.4K+ 15.53% |
N/A
|
226K
$5.37M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30.3K+ 46570.77% |
N/A
|
30.3K
$720K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
29.7K+ 10.27% |
N/A
|
319K
$7.58M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
29.3KNew |
N/A
|
29.3K
$696K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
28.7K+ 23.22% |
N/A
|
152K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
28K+ 55.66% |
N/A
|
78.2K
$1.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
27.1K+ 5.13% |
N/A
|
555K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
25.4K+ 2.37% |
N/A
|
1.1M
$26.1M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
25.2K+ 15.57% |
N/A
|
187K
$4.45M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
24.7K+ 3.59% |
N/A
|
713K
$16.9M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
23.8K+ 99.25% |
N/A
|
47.7K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
23.2K+ 6.81% |
N/A
|
365K
$8.66M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
22.6KNew |
N/A
|
22.6K
$537K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
21.8K+ 15.69% |
N/A
|
161K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21.4K+ 43.98% |
N/A
|
69.9K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
21.2K+ 20.76% |
N/A
|
123K
$2.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
21.2K+ 11.59% |
N/A
|
204K
$4.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20.6K+ 16.42% |
N/A
|
146K
$3.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20.2K+ 13.07% |
N/A
|
175K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.9K+ 3.33% |
N/A
|
617K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
19.8K+ 26.63% |
N/A
|
93.9K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.5K+ 51.41% |
N/A
|
57.4K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
19.4K+ 22.48% |
N/A
|
106K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
19.3K+ 28.69% |
N/A
|
86.5K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.2K+ 7.3% |
N/A
|
282K
$6.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.1K+ 15.89% |
N/A
|
139K
$3.31M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
18.8K+ 9.71% |
N/A
|
213K
$5.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
18.7K+ 3.75% |
N/A
|
518K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
18.6K+ 13.35% |
N/A
|
158K
$3.75M
|