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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-37- 0.31% |
$884 - $895
|
11.9K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-37- 0.08% |
$884 - $895
|
47K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-80- 0.15% |
$1.91K - $1.93K
|
52.8K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-151- 1.64% |
$3.61K - $3.65K
|
9.07K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-166- 0.64% |
$3.97K - $4.01K
|
26K
$628K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-208- 1.23% |
$4.97K - $5.03K
|
16.7K
$403K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-211- 1.19% |
$5.04K - $5.1K
|
17.5K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-249- 1.1% |
$5.95K - $6.02K
|
22.5K
$544K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-352- 0.87% |
$8.41K - $8.51K
|
40.1K
$972K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-423- 8.36% |
$10.1K - $10.2K
|
4.64K
$112K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 20.0% |
$12K - $12.1K
|
2K
$48.4K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-569- 1.59% |
$13.6K - $13.8K
|
35.2K
$852K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-644- 5.96% |
$15.4K - $15.6K
|
10.2K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-657- 0.54% |
$15.7K - $15.9K
|
121K
$2.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-698- 1.08% |
$16.7K - $16.9K
|
63.8K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-715- 1.02% |
$17.1K - $17.3K
|
69.6K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-735- 0.19% |
$17.6K - $17.8K
|
387K
$9.35M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-824- 12.82% |
$19.7K - $19.9K
|
5.6K
$136K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-850- 2.65% |
$20.3K - $20.6K
|
31.2K
$755K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-890- 1.69% |
$21.3K - $21.5K
|
51.8K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-892- 3.93% |
$21.3K - $21.6K
|
21.8K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-935- 1.35% |
$22.3K - $22.6K
|
68.3K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.19K- 0.21% |
$28.5K - $28.9K
|
579K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.3K- 1.04% |
$31.2K - $31.5K
|
124K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.39K- 2.7% |
$33.2K - $33.6K
|
50.2K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.41K- 5.44% |
$33.8K - $34.2K
|
24.6K
$594K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.77K- 2.41% |
$42.3K - $42.8K
|
71.6K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.88K- 13.17% |
$44.8K - $45.3K
|
12.4K
$299K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.08K- 1.25% |
$49.6K - $50.2K
|
163K
$3.95M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.21K- 14.22% |
$52.8K - $53.4K
|
13.3K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.3K- 2.46% |
$54.9K - $55.6K
|
91K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.3K- 3.99% |
$55K - $55.7K
|
55.4K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.38K- 9.95% |
$56.8K - $57.5K
|
21.5K
$521K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.46K- 1.04% |
$58.7K - $59.4K
|
235K
$5.68M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.55K- 1.39% |
$61K - $61.7K
|
180K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-2.71K- 12.95% |
$64.7K - $65.4K
|
18.2K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.64K- 1.28% |
$86.9K - $87.9K
|
281K
$6.8M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.75K- 53.96% |
$89.6K - $90.7K
|
3.2K
$77.4K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.55K- 9.27% |
$109K - $110K
|
44.5K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.77K- 2.13% |
$114K - $115K
|
219K
$5.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.4K- 56.13% |
$129K - $131K
|
4.22K
$102K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.57K- 36.27% |
$133K - $135K
|
9.79K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.57K- 2.19% |
$133K - $135K
|
249K
$6.03M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6K- 12.12% |
$143K - $145K
|
43.5K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-6.01K- 4.48% |
$144K - $145K
|
128K
$3.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.04K- 38.88% |
$168K - $170K
|
11.1K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.93K- 8.79% |
$213K - $216K
|
92.7K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-8.95K- 6.96% |
$214K - $216K
|
120K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-9.78K- 75.08% |
$234K - $237K
|
3.25K
$78.6K
|