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
$106M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
203K+ 7.27% |
$5.02M - $5.12M
|
2.99M
$75.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.94M - $3M
|
119K
$3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
68K+ 11.89% |
$1.69M - $1.72M
|
640K
$16.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
35.8K+ 36.93% |
$886K - $903K
|
133K
$3.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
34.2K+ 15.18% |
$849K - $865K
|
260K
$6.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
26.3K+ 2089.14% |
$653K - $665K
|
27.6K
$697K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
24.6K+ 24.45% |
$610K - $622K
|
125K
$3.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
21K+ 32.7% |
$522K - $532K
|
85.4K
$2.16M
|
|
|
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
$4.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
17.7K+ 19.96% |
$440K - $448K
|
107K
$2.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8.4K+ 18.23% |
$208K - $212K
|
54.5K
$1.38M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
8.32K+ 10.93% |
$206K - $210K
|
84.5K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
8.06KNew |
$200K - $204K
|
8.06K
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.99K+ 4.75% |
$173K - $176K
|
154K
$3.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.88K+ 5.27% |
$171K - $174K
|
137K
$3.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
6.01K+ 5.12% |
$149K - $152K
|
123K
$3.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
5.53K+ 3.05% |
$137K - $140K
|
187K
$4.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.4K+ 7.95% |
$134K - $136K
|
73.4K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.1K+ 15.56% |
$102K - $103K
|
30.4K
$768K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.91K+ 7.46% |
$72.1K - $73.5K
|
41.9K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.48K+ 28.67% |
$61.6K - $62.7K
|
11.1K
$282K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.62K+ 3.75% |
$40K - $40.8K
|
44.7K
$1.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.27K+ 15.12% |
$31.4K - $32K
|
9.63K
$243K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1K+ 50.15% |
$24.9K - $25.4K
|
3.01K
$75.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.8% |
$149 - $152
|
760
$19.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 1.64% |
$4.96K - $5.05K
|
12K
$303K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-230- 8.49% |
$5.7K - $5.81K
|
2.48K
$62.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.11K- 12.74% |
$52.4K - $53.4K
|
14.5K
$366K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.6K- 4.5% |
$263K - $268K
|
226K
$5.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-13.5K- 12.4% |
$334K - $340K
|
95.2K
$2.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.05M- 96.04% |
$100M - $102M
|
167K
$4.22M
|