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 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.23K+ 0.85% |
$30.4K - $31K
|
145K
$3.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.21K+ 0.88% |
$30.1K - $30.7K
|
139K
$3.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 2.28% |
$25K - $25.5K
|
45.1K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1K+ 50.15% |
$24.9K - $25.4K
|
3.01K
$76.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$24.8K - $25.3K
|
1K
$25.4K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
997+ 6.12% |
$24.7K - $25.2K
|
17.3K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
890+ 3.03% |
$22.1K - $22.5K
|
30.3K
$768K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
885+ 2.02% |
$21.9K - $22.4K
|
44.7K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
805+ 8.28% |
$20K - $20.3K
|
10.5K
$267K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
795New |
$19.7K - $20.1K
|
795
$20.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
755+ 4.76% |
$18.7K - $19.1K
|
16.6K
$421K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
735New |
$18.2K - $18.6K
|
735
$18.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
520+ 2.0% |
$12.9K - $13.1K
|
26.6K
$674K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
506New |
$12.5K - $12.8K
|
506
$12.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
485+ 0.64% |
$12K - $12.3K
|
76.8K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
358+ 1.65% |
$8.87K - $9.04K
|
22.1K
$561K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
279+ 0.6% |
$6.92K - $7.05K
|
46.7K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
180+ 3.63% |
$4.46K - $4.55K
|
5.14K
$130K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
155+ 0.76% |
$3.84K - $3.92K
|
20.6K
$523K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
154+ 0.39% |
$3.82K - $3.89K
|
39.8K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
115+ 1.13% |
$2.85K - $2.9K
|
10.3K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
61+ 0.76% |
$1.51K - $1.54K
|
8.11K
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44+ 0.2% |
$1.09K - $1.11K
|
21.9K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
35+ 0.13% |
$868 - $884
|
26K
$659K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
33+ 0.2% |
$818 - $834
|
16.7K
$424K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.8% |
$149 - $152
|
760
$19.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 0.7% |
$124 - $126
|
718
$18.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5- 0.01% |
$124 - $126
|
37K
$938K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-95- 0.98% |
$2.36K - $2.4K
|
9.61K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 16.67% |
$2.48K - $2.53K
|
500
$12.7K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-125- 0.21% |
$3.1K - $3.16K
|
60.7K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 1.64% |
$4.96K - $5.05K
|
12K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-230- 8.49% |
$5.7K - $5.81K
|
2.48K
$62.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-362- 0.62% |
$8.97K - $9.14K
|
58K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-380- 0.59% |
$9.42K - $9.6K
|
64.1K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-531- 2.58% |
$13.2K - $13.4K
|
20K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-786- 12.74% |
$19.5K - $19.9K
|
5.38K
$136K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-865- 1.63% |
$21.4K - $21.8K
|
52.3K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.03K- 60.0% |
$25.4K - $25.9K
|
684
$17.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.21K- 1.34% |
$30K - $30.6K
|
89.3K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.11K- 12.74% |
$52.4K - $53.4K
|
14.5K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.23K- 14.89% |
$55.2K - $56.2K
|
12.7K
$323K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.59K- 50.49% |
$64.2K - $65.4K
|
2.54K
$64.4K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.79K- 25.94% |
$69.2K - $70.5K
|
7.96K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4.5K- 2.93% |
$112K - $114K
|
149K
$3.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.9K- 22.32% |
$121K - $124K
|
17K
$432K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.3K- 0.91% |
$131K - $134K
|
578K
$14.6M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5.82K- 68.66% |
$144K - $147K
|
2.65K
$67.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.45K- 0.98% |
$209K - $213K
|
852K
$21.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.6K- 4.5% |
$263K - $268K
|
226K
$5.72M
|