Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBDX) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
523K+ 55.49% |
$12.7M - $13.1M
|
1.47M
$36.6M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
445K+ 12.49% |
$10.8M - $11.2M
|
4M
$100M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
434KNew |
$10.5M - $10.9M
|
434K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
393KNew |
$9.53M - $9.87M
|
393K
$9.83M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
244K+ 81.68% |
$5.91M - $6.13M
|
543K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
207K+ 9.1% |
$5.02M - $5.2M
|
2.49M
$62.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
190K+ 9.32% |
$4.61M - $4.77M
|
2.23M
$55.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
178K+ 350.99% |
$4.31M - $4.46M
|
229K
$5.71M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
168KNew |
$4.06M - $4.21M
|
168K
$4.19M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
161K+ 182.07% |
$3.89M - $4.03M
|
249K
$6.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 73.02% |
$3.59M - $3.72M
|
351K
$8.77M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
133K+ 375.26% |
$3.21M - $3.32M
|
168K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
88.9K+ 7.5% |
$2.15M - $2.23M
|
1.27M
$31.8M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
81.2K+ 14.28% |
$1.97M - $2.04M
|
650K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
73.8K+ 9.3% |
$1.79M - $1.85M
|
867K
$21.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.7K+ 51.52% |
$1.59M - $1.65M
|
193K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.2K+ 2.55% |
$1.55M - $1.61M
|
2.59M
$64.6M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
63.5KNew |
$1.54M - $1.59M
|
63.5K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
46.5K+ 6.03% |
$1.13M - $1.17M
|
818K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
44.2K+ 479.85% |
$1.07M - $1.11M
|
53.4K
$1.33M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.6KNew |
$1.01M - $1.04M
|
41.6K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
40.1K+ 4.93% |
$970K - $1.01M
|
854K
$21.3M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
38.7KNew |
$936K - $970K
|
38.7K
$966K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.6K+ 6.45% |
$934K - $968K
|
637K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
32.6KNew |
$790K - $819K
|
32.6K
$815K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.7K+ 8.04% |
$766K - $794K
|
425K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
29.7K+ 29.29% |
$719K - $745K
|
131K
$3.27M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.9K+ 13.82% |
$699K - $724K
|
238K
$5.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
24.4KNew |
$591K - $612K
|
24.4K
$610K
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
24KNew |
$580K - $601K
|
24K
$599K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
22.1K+ 5.37% |
$536K - $556K
|
435K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
21.5KNew |
$521K - $539K
|
21.5K
$537K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
20K+ 11.36% |
$484K - $502K
|
196K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.8K+ 4.0% |
$480K - $498K
|
516K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5K+ 52.21% |
$471K - $489K
|
56.8K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
17.6K+ 13.15% |
$426K - $441K
|
151K
$3.78M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
17K+ 54.6% |
$410K - $425K
|
48K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 1072.25% |
$344K - $357K
|
15.5K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.7K+ 6.74% |
$332K - $344K
|
217K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
13.4KNew |
$325K - $337K
|
13.4K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
13.4K+ 6.6% |
$325K - $336K
|
216K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 21.21% |
$315K - $326K
|
74.4K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.8KNew |
$309K - $320K
|
12.8K
$319K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12.1KNew |
$294K - $304K
|
12.1K
$303K
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
11.4K+ 6.02% |
$276K - $286K
|
201K
$5.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3K+ 3.94% |
$274K - $284K
|
299K
$7.47M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4KNew |
$251K - $260K
|
10.4K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.3K+ 25.39% |
$250K - $259K
|
50.9K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.7KNew |
$235K - $243K
|
9.7K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.5KNew |
$230K - $238K
|
9.5K
$237K
|