Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBDS) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 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
|
- |
4.44M+ 2943.98% |
$106M - $107M
|
4.59M
$111M
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3.05M+ 373628.69% |
$72.9M - $73.7M
|
3.05M
$73.8M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
823K+ 42.71% |
$19.7M - $19.9M
|
2.75M
$66.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
440K+ 15.91% |
$10.5M - $10.6M
|
3.2M
$77.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
382K+ 17.94% |
$9.12M - $9.23M
|
2.51M
$60.7M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
294K+ 325.74% |
$7.03M - $7.11M
|
384K
$9.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
290K+ 7.78% |
$6.93M - $7.01M
|
4.01M
$97.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
287K+ 227.96% |
$6.86M - $6.94M
|
413K
$9.99M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
269K+ 12.48% |
$6.43M - $6.51M
|
2.43M
$58.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
255K+ 3.28% |
$6.1M - $6.17M
|
8.04M
$194M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
248KNew |
$5.92M - $5.99M
|
248K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
235K+ 18.87% |
$5.61M - $5.67M
|
1.48M
$35.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231K+ 12.31% |
$5.53M - $5.59M
|
2.11M
$51.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
170K+ 4.71% |
$4.06M - $4.11M
|
3.77M
$91.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
168K+ 6.25% |
$4.02M - $4.06M
|
2.86M
$69.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
168K+ 118.62% |
$4.01M - $4.06M
|
309K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
150K+ 5.64% |
$3.58M - $3.62M
|
2.81M
$68M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
142K+ 71.51% |
$3.4M - $3.44M
|
341K
$8.26M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
117K+ 11.97% |
$2.8M - $2.83M
|
1.09M
$26.5M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
116K+ 11.16% |
$2.78M - $2.81M
|
1.16M
$28.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
116K+ 19.71% |
$2.78M - $2.81M
|
706K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 4.95% |
$2.6M - $2.63M
|
2.31M
$55.8M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
93.9K+ 9.49% |
$2.24M - $2.27M
|
1.08M
$26.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
91.5K+ 46.51% |
$2.19M - $2.21M
|
288K
$6.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
90.1K+ 15.35% |
$2.15M - $2.18M
|
677K
$16.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
88K+ 24.54% |
$2.1M - $2.13M
|
447K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
85.5K+ 108.06% |
$2.04M - $2.07M
|
165K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
83.9KNew |
$2.01M - $2.03M
|
83.9K
$2.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
81.6K+ 21.82% |
$1.95M - $1.97M
|
455K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
75.5K+ 5.57% |
$1.81M - $1.83M
|
1.43M
$34.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
74.8K+ 16.84% |
$1.79M - $1.81M
|
519K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
71.4K+ 10.81% |
$1.71M - $1.73M
|
732K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
71K+ 13.62% |
$1.7M - $1.72M
|
592K
$14.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
68.9K+ 11.57% |
$1.65M - $1.67M
|
664K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
67.9K+ 12.57% |
$1.62M - $1.64M
|
608K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61K+ 8.74% |
$1.46M - $1.48M
|
760K
$18.4M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
60.1K+ 15.91% |
$1.44M - $1.45M
|
438K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
56.5K+ 2.79% |
$1.35M - $1.37M
|
2.08M
$50.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
56.1KNew |
$1.34M - $1.36M
|
56.1K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55.1K+ 44.08% |
$1.32M - $1.33M
|
180K
$4.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
53.6K+ 77.21% |
$1.28M - $1.3M
|
123K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.5K+ 19.49% |
$1.23M - $1.25M
|
316K
$7.64M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.8K+ 31.05% |
$1.21M - $1.23M
|
214K
$5.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.8K+ 44.33% |
$1.14M - $1.16M
|
156K
$3.77M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
47.5KNew |
$1.13M - $1.15M
|
47.5K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.9K+ 27.49% |
$1.1M - $1.11M
|
213K
$5.15M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.9K+ 24146.77% |
$1.07M - $1.09M
|
45.1K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
43.2K+ 76.01% |
$1.03M - $1.04M
|
100K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
42.7K+ 19.49% |
$1.02M - $1.03M
|
262K
$6.34M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
41.5K+ 18.05% |
$993K - $1M
|
272K
$6.57M
|