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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.8K+ 3.68% |
$294K - $299K
|
334K
$8.48M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
11.7K+ 20.62% |
$291K - $297K
|
68.7K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.6KNew |
$287K - $292K
|
11.6K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11.5K+ 90.35% |
$286K - $291K
|
24.3K
$617K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.5KNew |
$285K - $290K
|
11.5K
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.5K+ 21.42% |
$261K - $266K
|
59.7K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4K+ 5.4% |
$257K - $261K
|
202K
$5.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
9.96KNew |
$247K - $252K
|
9.96K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.75K+ 4.64% |
$242K - $246K
|
220K
$5.57M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.53KNew |
$236K - $241K
|
9.53K
$242K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
9.34K+ 3.74% |
$231K - $236K
|
259K
$6.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.83K+ 86.13% |
$219K - $223K
|
19.1K
$484K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.49K+ 6.15% |
$210K - $214K
|
146K
$3.71M
|
|
|
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
$2.14M
|
|
|
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
$3.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.88K+ 5.27% |
$171K - $174K
|
137K
$3.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.4K+ 6.68% |
$159K - $162K
|
102K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.14K+ 9.33% |
$152K - $155K
|
71.9K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
6.01K+ 5.12% |
$149K - $152K
|
123K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.62K+ 2.06% |
$139K - $142K
|
278K
$7.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
5.53K+ 3.05% |
$137K - $140K
|
187K
$4.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.4K+ 7.95% |
$134K - $136K
|
73.4K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.79K+ 40.08% |
$119K - $121K
|
16.7K
$424K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.73K+ 4.27% |
$117K - $120K
|
116K
$2.93M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
4.34K+ 21.04% |
$108K - $110K
|
25K
$633K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.28K+ 14.95% |
$106K - $108K
|
32.9K
$834K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.1K+ 15.56% |
$102K - $103K
|
30.4K
$771K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.01K+ 196.47% |
$99.4K - $101K
|
6.05K
$153K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
3.87K+ 1.84% |
$96K - $97.8K
|
214K
$5.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.85K+ 4.58% |
$95.5K - $97.4K
|
88.1K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.85K+ 146.98% |
$95.5K - $97.3K
|
6.47K
$164K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
3.56K+ 23.64% |
$88.3K - $90K
|
18.6K
$473K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.4K+ 5.76% |
$84.3K - $85.9K
|
62.4K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
3.25K+ 3.24% |
$80.6K - $82.1K
|
104K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.91K+ 7.46% |
$72.1K - $73.5K
|
41.9K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.84K+ 12.98% |
$70.5K - $71.8K
|
24.8K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
2.73K+ 0.48% |
$67.7K - $69K
|
566K
$14.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.6K+ 14.5% |
$64.5K - $65.7K
|
20.5K
$521K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.48K+ 28.67% |
$61.6K - $62.7K
|
11.1K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.27K+ 1.86% |
$56.2K - $57.3K
|
124K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.03K+ 3.5% |
$50.3K - $51.3K
|
59.9K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2K+ 8.07% |
$49.6K - $50.5K
|
26.8K
$679K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.62K+ 3.75% |
$40K - $40.8K
|
44.7K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$39.4K - $40.2K
|
1.59K
$40.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.27K+ 15.12% |
$31.4K - $32K
|
9.63K
$244K
|