Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.09M+ 3302.39% |
$101M - $103M
|
4.22M
$107M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
344K+ 501.29% |
$8.54M - $8.7M
|
413K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
221K+ 8.18% |
$5.47M - $5.58M
|
2.92M
$74M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
203K+ 7.27% |
$5.02M - $5.12M
|
2.99M
$75.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.94M - $3M
|
119K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
99.4K+ 6.46% |
$2.46M - $2.51M
|
1.64M
$41.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
85.6K+ 9.21% |
$2.12M - $2.16M
|
1.01M
$25.7M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
80.8K+ 8.52% |
$2M - $2.04M
|
1.03M
$26.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
70K+ 3.26% |
$1.74M - $1.77M
|
2.22M
$56.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
68K+ 11.89% |
$1.69M - $1.72M
|
640K
$16.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
66.5K+ 125.02% |
$1.65M - $1.68M
|
120K
$3.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
62.4K+ 105.75% |
$1.55M - $1.58M
|
121K
$3.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.1K+ 87.64% |
$1.52M - $1.54M
|
131K
$3.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
59.5KNew |
$1.47M - $1.5M
|
59.5K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
58.2K+ 19.49% |
$1.44M - $1.47M
|
357K
$9.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
56.8K+ 84.65% |
$1.41M - $1.43M
|
124K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
55.7K+ 163.62% |
$1.38M - $1.41M
|
89.7K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
49.6KNew |
$1.23M - $1.25M
|
49.6K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46.8KNew |
$1.16M - $1.18M
|
46.8K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
42.9K+ 108.89% |
$1.06M - $1.08M
|
82.3K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.5K+ 35.84% |
$930K - $947K
|
142K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
35.8K+ 36.93% |
$886K - $903K
|
133K
$3.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
34.2K+ 15.18% |
$849K - $865K
|
260K
$6.59M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
33.4K+ 16.75% |
$828K - $843K
|
233K
$5.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
33.1K+ 237.03% |
$819K - $835K
|
47K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
32K+ 77.55% |
$792K - $807K
|
73.2K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
30.8KNew |
$764K - $779K
|
30.8K
$782K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
28.1K+ 20.18% |
$697K - $710K
|
167K
$4.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
26.3K+ 2089.14% |
$653K - $665K
|
27.6K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25K+ 12.69% |
$619K - $630K
|
222K
$5.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
24.6K+ 24.45% |
$610K - $622K
|
125K
$3.18M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
23.6K+ 15.4% |
$585K - $596K
|
177K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
21.8K+ 18.31% |
$540K - $551K
|
141K
$3.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
21K+ 32.7% |
$522K - $532K
|
85.4K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20.2K+ 93.53% |
$501K - $511K
|
41.8K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20.2K+ 13.07% |
$501K - $510K
|
175K
$4.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
19.8K+ 13.2% |
$490K - $500K
|
170K
$4.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
18.7K+ 9.28% |
$464K - $472K
|
220K
$5.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
17.7K+ 19.96% |
$440K - $448K
|
107K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.3K+ 22.54% |
$430K - $438K
|
94.2K
$2.39M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
17.3K+ 11.9% |
$428K - $436K
|
162K
$4.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17.2K+ 7.82% |
$427K - $435K
|
237K
$6.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
16.9K+ 31.28% |
$420K - $428K
|
71.1K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 22.68% |
$402K - $410K
|
87.7K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
16K+ 1.44% |
$397K - $404K
|
1.13M
$28.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
14.3KNew |
$354K - $361K
|
14.3K
$362K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
13.4K+ 11.64% |
$333K - $340K
|
129K
$3.27M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.9K+ 8.91% |
$321K - $327K
|
158K
$4.01M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
12.3K+ 2.69% |
$305K - $311K
|
471K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
11.9K+ 10.7% |
$295K - $300K
|
123K
$3.12M
|