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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.22K+ 182.94% |
$149K - $150K
|
9.62K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.89K+ 4.46% |
$141K - $142K
|
138K
$3.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 4.44% |
$139K - $141K
|
137K
$3.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.62K+ 2.62% |
$134K - $136K
|
220K
$5.32M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.6K+ 1.13% |
$134K - $135K
|
500K
$12.1M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.55K+ 13.98% |
$133K - $134K
|
45.3K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5.49KNew |
$131K - $133K
|
5.49K
$133K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.26K+ 13.65% |
$126K - $127K
|
43.8K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.05K+ 20.57% |
$121K - $122K
|
29.6K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5K+ 38.59% |
$120K - $121K
|
18K
$435K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.91K+ 39.65% |
$117K - $119K
|
17.3K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.88K+ 3.35% |
$117K - $118K
|
151K
$3.65M
|
|
|
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
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.62K+ 3.03% |
$110K - $112K
|
157K
$3.8M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4.55K+ 7.98% |
$109K - $110K
|
61.5K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.5K+ 16.42% |
$108K - $109K
|
31.9K
$772K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.43K+ 16.32% |
$106K - $107K
|
31.5K
$763K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.41K+ 5.91% |
$105K - $107K
|
79K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.31K+ 16.98% |
$103K - $104K
|
29.7K
$718K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.29K+ 49.41% |
$103K - $104K
|
13K
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.28K+ 26.0% |
$102K - $103K
|
20.7K
$502K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.27K+ 3.7% |
$102K - $103K
|
120K
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.09K+ 3.83% |
$97.7K - $98.8K
|
111K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.81K+ 0.6% |
$91.2K - $92.2K
|
644K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.72K+ 15.73% |
$88.8K - $89.9K
|
27.4K
$662K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
3.38K+ 3.24% |
$80.8K - $81.7K
|
108K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.37K+ 5.35% |
$80.5K - $81.4K
|
66.3K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.26K+ 8.03% |
$77.9K - $78.8K
|
43.8K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.12K+ 2.28% |
$74.6K - $75.5K
|
140K
$3.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.97K+ 27.15% |
$71.1K - $71.9K
|
13.9K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.95K+ 5.43% |
$70.6K - $71.4K
|
57.3K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.87K+ 2.97% |
$68.6K - $69.4K
|
99.3K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.86K+ 6.36% |
$68.4K - $69.3K
|
47.9K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.77K+ 6.98% |
$66.2K - $67K
|
42.4K
$1.03M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
2.63K+ 7.74% |
$62.9K - $63.7K
|
36.6K
$886K
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.57K+ 3.18% |
$61.4K - $62.1K
|
83.5K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.41K+ 7.66% |
$57.6K - $58.3K
|
33.9K
$820K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.39K+ 17.92% |
$57K - $57.7K
|
15.7K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2.37K+ 4.86% |
$56.5K - $57.2K
|
51K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
2.28K+ 183.21% |
$54.5K - $55.2K
|
3.53K
$85.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.27K+ 20.4% |
$54.2K - $54.8K
|
13.4K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.17KNew |
$51.9K - $52.5K
|
2.17K
$52.5K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.16K+ 1.17% |
$51.7K - $52.3K
|
187K
$4.53M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.12K+ 1.67% |
$50.8K - $51.4K
|
129K
$3.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2K+ 8.06% |
$47.8K - $48.4K
|
26.8K
$649K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.99KNew |
$47.6K - $48.1K
|
1.99K
$48.2K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.98K+ 3.12% |
$47.2K - $47.8K
|
65.3K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.88K+ 10.76% |
$44.9K - $45.5K
|
19.3K
$468K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.75K+ 1.42% |
$41.9K - $42.4K
|
125K
$3.02M
|