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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.2K- 0.55% |
$244K - $247K
|
1.85M
$44.7M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.1K- 17.72% |
$264K - $267K
|
51.3K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.8K- 5.97% |
$282K - $285K
|
186K
$4.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-12.5K- 9.96% |
$298K - $301K
|
113K
$2.73M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.5K- 1.44% |
$346K - $350K
|
991K
$24M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-21.4K- 99.14% |
$512K - $518K
|
186
$4.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-26.3K- 10.68% |
$628K - $636K
|
220K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-35.3K- 68.29% |
$844K - $854K
|
16.4K
$397K
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-39.1K- 27.63% |
$935K - $945K
|
102K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-74.9K- 22.11% |
$1.79M - $1.81M
|
264K
$6.39M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-77.1K- 22.47% |
$1.84M - $1.86M
|
266K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-164K- 75.18% |
$3.91M - $3.96M
|
54K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-287K- 18.51% |
$6.87M - $6.95M
|
1.27M
$30.6M
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-324K- 99.75% |
$7.73M - $7.82M
|
816
$19.7K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-324K- 51.33% |
$7.74M - $7.83M
|
307K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-590K- 82.2% |
$14.1M - $14.3M
|
128K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-791K- 46.24% |
$18.9M - $19.1M
|
920K
$22.3M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-2.73M- 89.36% |
$65.1M - $65.9M
|
324K
$7.85M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.4M- 98.92% |
$81.2M - $82.1M
|
37K
$894K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.4M- 95.86% |
$105M - $106M
|
190K
$4.6M
|