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
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
56.5K+ 2.79% |
$1.35M - $1.37M
|
2.08M
$50.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
53.6K+ 77.21% |
$1.28M - $1.29M
|
123K
$2.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
38.9K+ 29.91% |
$931K - $941K
|
169K
$4.09M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
23.8K+ 99.16% |
$569K - $575K
|
47.8K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17K+ 14.69% |
$405K - $410K
|
132K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
16.9K+ 10.26% |
$404K - $409K
|
182K
$4.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
10.8KNew |
$258K - $261K
|
10.8K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
10.5K+ 3.34% |
$250K - $253K
|
323K
$7.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.66K+ 26.26% |
$231K - $234K
|
46.5K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.45K+ 4.78% |
$178K - $180K
|
163K
$3.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.79K+ 9.09% |
$115K - $116K
|
57.5K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.77K+ 7.22% |
$114K - $115K
|
70.9K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.28K+ 26.0% |
$102K - $103K
|
20.7K
$501K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.26K+ 8.03% |
$77.9K - $78.7K
|
43.8K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.97K+ 27.15% |
$71.1K - $71.9K
|
13.9K
$337K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
2.63K+ 7.74% |
$62.9K - $63.6K
|
36.6K
$885K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.59K+ 18.39% |
$38K - $38.4K
|
10.2K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.43K+ 2.93% |
$34.1K - $34.4K
|
50.1K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.4K+ 15.05% |
$33.5K - $33.8K
|
10.7K
$259K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.04K+ 14.35% |
$24.9K - $25.2K
|
8.31K
$201K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.78% |
$143 - $145
|
779
$18.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-151- 1.64% |
$3.61K - $3.65K
|
9.07K
$219K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-644- 5.96% |
$15.4K - $15.6K
|
10.2K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-850- 2.65% |
$20.3K - $20.5K
|
31.2K
$754K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.08K- 1.25% |
$49.6K - $50.2K
|
163K
$3.95M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-26.3K- 10.68% |
$628K - $636K
|
220K
$5.32M
|