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 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.08K+ 3.66% |
$28.6K - $28.8K
|
30.5K
$815K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.07K+ 14.18% |
$28.4K - $28.5K
|
8.59K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1K+ 49.98% |
$26.6K - $26.8K
|
3K
$80.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
988+ 12.85% |
$26.3K - $26.4K
|
8.68K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
762+ 0.92% |
$20.3K - $20.4K
|
83.6K
$2.24M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
584+ 3.99% |
$15.6K - $15.6K
|
15.2K
$408K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
442+ 41.12% |
$11.8K - $11.8K
|
1.52K
$40.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
316+ 1.0% |
$8.42K - $8.45K
|
32K
$856K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
306+ 1.89% |
$8.15K - $8.19K
|
16.5K
$441K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
205+ 0.19% |
$5.46K - $5.48K
|
109K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
159+ 0.35% |
$4.23K - $4.25K
|
45.9K
$1.23M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
152+ 1.33% |
$4.05K - $4.07K
|
11.6K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
68+ 0.84% |
$1.81K - $1.82K
|
8.2K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
44+ 0.28% |
$1.17K - $1.18K
|
15.9K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26+ 0.35% |
$692 - $696
|
7.55K
$202K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7+ 0.05% |
$186 - $187
|
13.6K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.01% |
$53.3 - $53.5
|
17.3K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$186 - $187
|
15K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-87- 0.07% |
$2.32K - $2.33K
|
118K
$3.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-124- 0.94% |
$3.3K - $3.32K
|
13.1K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-163- 2.19% |
$4.34K - $4.36K
|
7.29K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-195- 0.3% |
$5.19K - $5.22K
|
64.8K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-258- 79.63% |
$6.87K - $6.9K
|
66
$1.77K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-303- 0.29% |
$8.07K - $8.11K
|
103K
$2.76M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-394- 3.04% |
$10.5K - $10.5K
|
12.6K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-409- 3.64% |
$10.9K - $10.9K
|
10.8K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-438- 3.06% |
$11.7K - $11.7K
|
13.9K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-438- 0.79% |
$11.7K - $11.7K
|
55.1K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-550- 2.36% |
$14.6K - $14.7K
|
22.7K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-577- 7.37% |
$15.4K - $15.4K
|
7.25K
$194K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-627- 10.63% |
$16.7K - $16.8K
|
5.27K
$141K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-907- 6.25% |
$24.2K - $24.3K
|
13.6K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-934- 2.08% |
$24.9K - $25K
|
43.9K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.26K- 3.51% |
$33.6K - $33.7K
|
34.6K
$926K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.54K- 10.82% |
$40.9K - $41.1K
|
12.7K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.68K- 72.75% |
$44.8K - $45K
|
630
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 19.1% |
$48.7K - $49K
|
7.75K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.96K- 0.74% |
$52.2K - $52.4K
|
263K
$7.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.98K- 2.01% |
$52.6K - $52.8K
|
96.3K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.36K- 6.02% |
$62.9K - $63.2K
|
36.9K
$987K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.56K- 6.07% |
$68.3K - $68.6K
|
39.7K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.59K- 12.06% |
$68.9K - $69.2K
|
18.9K
$505K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.77K- 2.87% |
$73.7K - $74.1K
|
93.7K
$2.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-2.86K- 17.81% |
$76.2K - $76.6K
|
13.2K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3K- 14.35% |
$79.8K - $80.1K
|
17.9K
$479K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.45K- 31.04% |
$91.9K - $92.3K
|
7.67K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.49K- 5.32% |
$93K - $93.4K
|
62.2K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.57K- 0.43% |
$95.1K - $95.5K
|
820K
$22M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.62K- 12.72% |
$96.3K - $96.8K
|
24.8K
$664K
|