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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.93K- 4.86% |
N/A
|
76.9K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-4.12K- 0.7% |
N/A
|
581K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-4.33K- 0.36% |
N/A
|
1.19M
$28.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-4.54K- 8.77% |
N/A
|
47.3K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.86K- 7.05% |
N/A
|
64K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.59K- 1.79% |
N/A
|
307K
$7.28M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-5.84K- 6.37% |
N/A
|
85.8K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-6.03K- 0.58% |
N/A
|
1.03M
$24.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-6.43K- 4.28% |
N/A
|
144K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-7.75K- 6.95% |
N/A
|
104K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-8.85K- 9.36% |
N/A
|
85.6K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.65K- 6.28% |
N/A
|
144K
$3.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.96K- 3.12% |
N/A
|
310K
$7.36M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-10.9K- 11.17% |
N/A
|
86.5K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.9K- 48.29% |
N/A
|
11.7K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-11.7K- 21.03% |
N/A
|
44K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-12.3K- 9.91% |
N/A
|
112K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.1K- 8.92% |
N/A
|
134K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.4K- 38.49% |
N/A
|
21.4K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-14K- 65.09% |
N/A
|
7.53K
$179K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16.6K- 67.49% |
N/A
|
7.99K
$190K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.7K- 2.91% |
N/A
|
689K
$16.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-24.9K- 4.18% |
N/A
|
572K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-25.3K- 2.79% |
N/A
|
882K
$20.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-28.9K- 15.99% |
N/A
|
152K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-29.3K- 34.93% |
N/A
|
54.6K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-30.6K- 3.56% |
N/A
|
829K
$19.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-34.6K- 14.18% |
N/A
|
210K
$4.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-37.3K- 26.78% |
N/A
|
102K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-59.4K- 63.84% |
N/A
|
33.7K
$799K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-69.9K- 21.68% |
N/A
|
252K
$6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-118K- 13.5% |
N/A
|
754K
$17.9M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-158K- 23.95% |
N/A
|
503K
$11.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-270K- 51.83% |
N/A
|
251K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-296K- 53.44% |
N/A
|
258K
$6.13M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-338K- 23.37% |
N/A
|
1.11M
$26.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-344K- 86.91% |
N/A
|
51.8K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-415K- 47.95% |
N/A
|
451K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-541K- 81.91% |
N/A
|
120K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-576K- 94.68% |
N/A
|
32.4K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-829K- 50.53% |
N/A
|
811K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.56M- 53.97% |
N/A
|
1.33M
$31.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.14M- 50.01% |
N/A
|
2.14M
$50.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.63M- 95.87% |
N/A
|
200K
$4.74M
|