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 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.68K+ 10.68% |
$40.1K - $40.6K
|
17.4K
$421K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.66KNew |
$39.7K - $40.2K
|
1.66K
$40.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.64K+ 4.86% |
$39.1K - $39.6K
|
35.3K
$855K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 13.9% |
$38.1K - $38.6K
|
13.1K
$317K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.59K+ 18.39% |
$38K - $38.4K
|
10.2K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.58K+ 6.99% |
$37.8K - $38.2K
|
24.2K
$585K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.43K+ 2.93% |
$34.1K - $34.5K
|
50.1K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.4K+ 15.05% |
$33.5K - $33.9K
|
10.7K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.39K+ 26.14% |
$33.2K - $33.6K
|
6.71K
$162K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.36K+ 1.93% |
$32.4K - $32.8K
|
71.4K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.31K+ 5.87% |
$31.4K - $31.8K
|
23.7K
$574K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.29K+ 73.25% |
$30.8K - $31.2K
|
3.05K
$73.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 8.64% |
$30K - $30.3K
|
15.8K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.24KNew |
$29.7K - $30.1K
|
1.24K
$30.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
1.14K+ 0.56% |
$27.2K - $27.5K
|
206K
$4.98M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.11K+ 2.3% |
$26.4K - $26.7K
|
49.2K
$1.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.04K+ 14.35% |
$24.9K - $25.2K
|
8.31K
$201K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.04KNew |
$24.9K - $25.2K
|
1.04K
$25.2K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
963New |
$23K - $23.3K
|
963
$23.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
919+ 9.65% |
$22K - $22.2K
|
10.4K
$253K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
906+ 0.35% |
$21.7K - $21.9K
|
257K
$6.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
895+ 31.51% |
$21.4K - $21.6K
|
3.74K
$90.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
835+ 4.03% |
$20K - $20.2K
|
21.5K
$521K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
724+ 1.42% |
$17.3K - $17.5K
|
51.7K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
705New |
$16.8K - $17K
|
705
$17.1K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
690+ 1.51% |
$16.5K - $16.7K
|
46.4K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
656+ 10.88% |
$15.7K - $15.9K
|
6.69K
$162K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
655+ 359.89% |
$15.7K - $15.8K
|
837
$20.3K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
470+ 0.73% |
$11.2K - $11.4K
|
64.4K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
380New |
$9.08K - $9.19K
|
380
$9.2K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
261+ 0.83% |
$6.24K - $6.31K
|
31.6K
$765K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
207+ 0.48% |
$4.95K - $5.01K
|
43.4K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
180+ 0.3% |
$4.3K - $4.35K
|
59.4K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
157+ 1.47% |
$3.75K - $3.8K
|
10.8K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
156+ 0.73% |
$3.73K - $3.77K
|
21.5K
$519K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
BUY
|
- |
153+ 0.31% |
$3.66K - $3.7K
|
50.2K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
139+ 0.45% |
$3.32K - $3.36K
|
30.9K
$749K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
134+ 0.32% |
$3.2K - $3.24K
|
42.1K
$1.02M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
125+ 1.21% |
$2.99K - $3.02K
|
10.5K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
80+ 0.9% |
$1.91K - $1.93K
|
8.99K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
62+ 0.18% |
$1.48K - $1.5K
|
34.6K
$836K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
58+ 0.52% |
$1.39K - $1.4K
|
11.2K
$271K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
55+ 0.04% |
$1.31K - $1.33K
|
124K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
32New |
$765 - $774
|
32
$774
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
11+ 0.74% |
$263 - $266
|
1.5K
$36.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.78% |
$143 - $145
|
779
$18.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 0.67% |
$120 - $121
|
752
$18.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.2% |
$120 - $121
|
2.45K
$59.2K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.01% |
$47.8 - $48.4
|
18.8K
$454K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$47.8 - $48.4
|
13.5K
$326K
|