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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.78KNew |
$212K - $220K
|
8.78K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.29K+ 36.8% |
$201K - $208K
|
30.8K
$769K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.28K+ 4.55% |
$201K - $208K
|
190K
$4.76M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
7.5K+ 16.67% |
$182K - $188K
|
52.5K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.15K+ 74.31% |
$173K - $179K
|
16.8K
$419K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.59K+ 3.62% |
$160K - $165K
|
189K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.36K+ 1.78% |
$154K - $160K
|
364K
$9.1M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
6.18K+ 1.27% |
$150K - $155K
|
491K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.02K+ 12.3% |
$146K - $151K
|
55K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.88K+ 27.05% |
$142K - $147K
|
27.6K
$689K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.59K+ 6.98% |
$135K - $140K
|
85.6K
$2.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.43K+ 5.04% |
$132K - $136K
|
113K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
5.15K+ 3.51% |
$125K - $129K
|
152K
$3.79M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.75K+ 4.95% |
$115K - $119K
|
101K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.53K+ 1.29% |
$85.4K - $88.5K
|
276K
$6.9M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.4K+ 2.05% |
$82.3K - $85.3K
|
169K
$4.23M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.39K+ 3.5% |
$82K - $85K
|
100K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
3.04K+ 30.06% |
$73.6K - $76.3K
|
13.2K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 4.72% |
$71.5K - $74.1K
|
65.6K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.52K+ 17.11% |
$60.9K - $63.1K
|
17.2K
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.43K+ 10.61% |
$58.9K - $61K
|
25.4K
$633K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.32K+ 36.18% |
$56.2K - $58.2K
|
8.73K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.22K+ 1.85% |
$53.6K - $55.6K
|
122K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.13K+ 11.32% |
$51.6K - $53.5K
|
21K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.89K+ 7.35% |
$45.7K - $47.4K
|
27.6K
$689K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.87K+ 4.71% |
$45.2K - $46.8K
|
41.5K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.82K+ 10.33% |
$44.1K - $45.7K
|
19.5K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.72K+ 9.73% |
$41.5K - $43.1K
|
19.4K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.66K+ 4.97% |
$40.2K - $41.6K
|
35K
$875K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.54K+ 5.78% |
$37.4K - $38.7K
|
28.3K
$706K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.53K+ 9.87% |
$37.1K - $38.5K
|
17.1K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.46K+ 4.38% |
$35.4K - $36.7K
|
34.8K
$869K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.31K+ 15.68% |
$31.7K - $32.9K
|
9.66K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.25K+ 3.49% |
$30.3K - $31.4K
|
37.1K
$926K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.21K+ 7.82% |
$29.4K - $30.5K
|
16.7K
$418K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.18KNew |
$28.5K - $29.5K
|
1.18K
$29.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1KNew |
$24.2K - $25.1K
|
1K
$25K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
976+ 15.9% |
$23.6K - $24.5K
|
7.11K
$178K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
940+ 16.21% |
$22.8K - $23.6K
|
6.74K
$168K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
904New |
$21.9K - $22.7K
|
904
$22.6K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
900+ 0.42% |
$21.8K - $22.6K
|
215K
$5.37M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
850New |
$20.6K - $21.3K
|
850
$21.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
842New |
$20.4K - $21.1K
|
842
$21K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
800New |
$19.4K - $20.1K
|
800
$20K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
727+ 5.55% |
$17.6K - $18.2K
|
13.8K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
552+ 1.25% |
$13.4K - $13.8K
|
44.7K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
521+ 0.83% |
$12.6K - $13.1K
|
63.6K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
350New |
$8.47K - $8.78K
|
350
$8.74K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
280+ 1.0% |
$6.78K - $7.03K
|
28.3K
$706K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
226New |
$5.47K - $5.67K
|
226
$5.65K
|