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
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.6K- 4.5% |
$263K - $268K
|
226K
$5.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-11.7K- 9.77% |
$291K - $297K
|
108K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-13.5K- 12.4% |
$334K - $340K
|
95.2K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-22.1K- 40.89% |
$549K - $559K
|
32K
$811K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23K- 15.31% |
$570K - $581K
|
127K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-69.8K- 22.74% |
$1.73M - $1.76M
|
237K
$6.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.05M- 96.04% |
$100M - $102M
|
167K
$4.23M
|