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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
15.4K+ 49.27% |
$369K - $373K
|
46.7K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
15.2K+ 90.14% |
$363K - $367K
|
32K
$776K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 27.47% |
$345K - $349K
|
67K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14K+ 2.13% |
$335K - $339K
|
672K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
14K+ 23.85% |
$335K - $339K
|
72.7K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
13.5K+ 6.98% |
$322K - $326K
|
207K
$5M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
13.2KNew |
$314K - $318K
|
13.2K
$318K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
13K+ 7.33% |
$311K - $314K
|
190K
$4.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 217.78% |
$292K - $296K
|
17.9K
$432K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
12.1K+ 8.25% |
$290K - $293K
|
159K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
11.9K+ 1.24% |
$284K - $287K
|
968K
$23.4M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.8KNew |
$283K - $286K
|
11.8K
$287K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.8K+ 57.28% |
$283K - $286K
|
32.5K
$786K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 12.19% |
$269K - $273K
|
104K
$2.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 10.47% |
$267K - $270K
|
118K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.1K+ 16.44% |
$266K - $269K
|
78.8K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.1K+ 23.83% |
$265K - $268K
|
57.6K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
10.8KNew |
$258K - $261K
|
10.8K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
10.7K+ 4.29% |
$256K - $259K
|
260K
$6.29M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.5K+ 4.38% |
$250K - $253K
|
249K
$6.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
10.5K+ 3.34% |
$250K - $253K
|
323K
$7.81M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
10.2K+ 3.36% |
$244K - $247K
|
314K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
9.83K+ 1021.08% |
$235K - $238K
|
10.8K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.78K+ 9.84% |
$234K - $237K
|
109K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
9.73K+ 4.01% |
$233K - $235K
|
252K
$6.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.66K+ 26.26% |
$231K - $234K
|
46.5K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.57K+ 6.08% |
$229K - $231K
|
167K
$4.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
9.33KNew |
$223K - $226K
|
9.33K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
9.3K+ 9.6% |
$222K - $225K
|
106K
$2.57M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9.3KNew |
$222K - $225K
|
9.3K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.87KNew |
$212K - $214K
|
8.87K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.84K+ 4.16% |
$211K - $214K
|
221K
$5.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8.72K+ 5.4% |
$208K - $211K
|
170K
$4.12M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.69K+ 61.96% |
$208K - $210K
|
22.7K
$550K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.63KNew |
$206K - $209K
|
8.63K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.6K+ 9.25% |
$206K - $208K
|
102K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.58K+ 5.19% |
$205K - $207K
|
174K
$4.21M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.5K+ 95.06% |
$203K - $205K
|
17.4K
$422K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
8.41K+ 20.55% |
$201K - $203K
|
49.3K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.28KNew |
$198K - $200K
|
8.28K
$200K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.89K+ 129.16% |
$189K - $191K
|
14K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7.7K+ 152.08% |
$184K - $186K
|
12.8K
$309K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
7.47K+ 1.5% |
$178K - $181K
|
507K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.45K+ 4.78% |
$178K - $180K
|
163K
$3.95M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
6.75K+ 25.89% |
$161K - $163K
|
32.8K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.66K+ 1.91% |
$159K - $161K
|
355K
$8.59M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.5K+ 76.95% |
$155K - $157K
|
14.9K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6.43K+ 23.89% |
$154K - $156K
|
33.4K
$808K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6.26K+ 71.59% |
$150K - $151K
|
15K
$363K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.26K+ 3.64% |
$149K - $151K
|
178K
$4.31M
|