Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
126K+ 83.15% |
$3.35M - $3.37M
|
277K
$7.42M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
60.7K+ 6074.9% |
$1.62M - $1.63M
|
61.7K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
60.7K+ 22.35% |
$1.62M - $1.62M
|
332K
$8.9M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
58K+ 307.06% |
$1.55M - $1.55M
|
76.9K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43.6K+ 381.26% |
$1.16M - $1.17M
|
55K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
33.8K+ 53.62% |
$900K - $904K
|
96.8K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
28.4K+ 20.19% |
$755K - $759K
|
169K
$4.52M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
27.9K+ 34.88% |
$743K - $746K
|
108K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.7KNew |
$684K - $687K
|
25.7K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
25.7K+ 265.5% |
$684K - $687K
|
35.4K
$946K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.6K+ 18.59% |
$628K - $631K
|
151K
$4.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
22K+ 17.39% |
$586K - $589K
|
149K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20.5KNew |
$546K - $549K
|
20.5K
$549K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
19.1K+ 235.71% |
$509K - $511K
|
27.2K
$728K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 166.35% |
$499K - $502K
|
30K
$803K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.5K+ 5.74% |
$492K - $494K
|
340K
$9.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
17.6K+ 20.97% |
$468K - $470K
|
101K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.1K+ 3.72% |
$428K - $430K
|
448K
$12M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 17.57% |
$411K - $413K
|
103K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14KNew |
$372K - $374K
|
14K
$374K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.1KNew |
$348K - $350K
|
13.1K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12.7K+ 9.45% |
$337K - $338K
|
146K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 624.29% |
$298K - $300K
|
13K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$271K - $272K
|
10.2K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9.36KNew |
$249K - $250K
|
9.36K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.55KNew |
$228K - $229K
|
8.55K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.09K+ 2.31% |
$215K - $216K
|
358K
$9.59M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.03K+ 20.85% |
$214K - $215K
|
46.5K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
7.5KNew |
$200K - $201K
|
7.5K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6K+ 46.77% |
$160K - $161K
|
18.8K
$504K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
5.69K+ 21.87% |
$151K - $152K
|
31.7K
$848K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
5K+ 6.48% |
$133K - $134K
|
82.2K
$2.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.85K+ 1.8% |
$129K - $130K
|
275K
$7.35M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.79K+ 8.32% |
$128K - $128K
|
62.3K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.72K+ 10.18% |
$126K - $126K
|
51.1K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.92K+ 5.78% |
$104K - $105K
|
71.7K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.86K+ 9.55% |
$103K - $103K
|
44.3K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.76K+ 1.61% |
$100K - $101K
|
237K
$6.35M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.46K+ 6.49% |
$65.5K - $65.8K
|
40.3K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2.4K+ 0.82% |
$63.9K - $64.1K
|
296K
$7.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.38K+ 13.97% |
$63.4K - $63.7K
|
19.4K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.25K+ 0.74% |
$59.9K - $60.2K
|
306K
$8.19M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.11K+ 10.65% |
$56.3K - $56.5K
|
22K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.89KNew |
$50.4K - $50.7K
|
1.89K
$50.7K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.85K+ 12.89% |
$49.4K - $49.6K
|
16.2K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.79K+ 0.72% |
$47.6K - $47.9K
|
249K
$6.65M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.5K+ 14.72% |
$39.9K - $40.1K
|
11.7K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.4K+ 6.0% |
$37.3K - $37.5K
|
24.7K
$662K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.25K+ 6.36% |
$33.2K - $33.4K
|
20.9K
$558K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.2K+ 3.34% |
$31.9K - $32K
|
37.1K
$993K
|