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 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
223New |
$5.4K - $5.6K
|
223
$5.57K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
207+ 0.25% |
$5.01K - $5.19K
|
83.9K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
195+ 8.14% |
$4.72K - $4.89K
|
2.59K
$64.7K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
150+ 2.91% |
$3.63K - $3.76K
|
5.3K
$132K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
136+ 0.22% |
$3.29K - $3.41K
|
61.8K
$1.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6+ 0.19% |
$145 - $151
|
3.19K
$79.7K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$121 - $125
|
32.5K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-650- 5.31% |
$15.7K - $16.3K
|
11.6K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.02K- 2.68% |
$24.6K - $25.5K
|
36.9K
$922K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.2K- 0.8% |
$29.1K - $30.1K
|
148K
$3.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 3.08% |
$29.2K - $30.3K
|
38K
$950K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-2.75K- 0.46% |
$66.6K - $69K
|
597K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.99K- 14.6% |
$72.4K - $75.1K
|
17.5K
$437K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.42K- 7.03% |
$82.9K - $85.9K
|
45.3K
$1.13M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.74K- 0.91% |
$90.5K - $93.8K
|
407K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-6.17K- 6.98% |
$149K - $155K
|
82.3K
$2.05M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.27K- 3.03% |
$152K - $157K
|
201K
$5.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.2K- 16.02% |
$174K - $181K
|
37.8K
$943K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-8.16K- 16.59% |
$198K - $205K
|
41K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14K- 10.94% |
$339K - $351K
|
114K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.7K- 54.97% |
$524K - $543K
|
17.7K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-34.9K- 51.21% |
$844K - $875K
|
33.2K
$830K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-40.2K- 96.63% |
$973K - $1.01M
|
1.4K
$35K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-44.8K- 22.27% |
$1.08M - $1.12M
|
156K
$3.91M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-75.1K- 9.93% |
$1.82M - $1.89M
|
681K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-83.6K- 50.39% |
$2.02M - $2.1M
|
82.3K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-165K- 7.53% |
$4M - $4.15M
|
2.03M
$50.7M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-236K- 94.85% |
$5.72M - $5.93M
|
12.8K
$320K
|