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 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.75K- 19.46% |
$99.9K - $100K
|
15.5K
$416K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 18.65% |
$108K - $108K
|
17.7K
$473K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.12K- 6.39% |
$110K - $110K
|
60.4K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.18K- 4.78% |
$111K - $112K
|
83.1K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.5K- 6.13% |
$120K - $120K
|
68.8K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.5K- 17.05% |
$120K - $120K
|
21.9K
$586K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.72K- 28.42% |
$126K - $126K
|
11.9K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.94K- 20.09% |
$131K - $132K
|
19.6K
$525K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.02K- 11.47% |
$134K - $134K
|
38.8K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.25K- 14.78% |
$166K - $167K
|
36K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.29K- 35.9% |
$167K - $168K
|
11.2K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7K- 29.79% |
$186K - $187K
|
16.5K
$442K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-7.16K- 48.48% |
$191K - $192K
|
7.61K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.41K- 13.96% |
$224K - $225K
|
51.8K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.9K- 6.19% |
$451K - $453K
|
257K
$6.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-21.2K- 10.93% |
$564K - $567K
|
173K
$4.62M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-22.6K- 34.11% |
$601K - $604K
|
43.6K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-24.6K- 14.76% |
$654K - $657K
|
142K
$3.8M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-32.7K- 33.5% |
$870K - $874K
|
64.8K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.8K- 9.49% |
$901K - $905K
|
323K
$8.63M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.9K- 1.98% |
$901K - $905K
|
1.68M
$44.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.8K- 7.7% |
$954K - $958K
|
429K
$11.5M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-60.6K- 98.15% |
$1.61M - $1.62M
|
1.14K
$30.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-75K- 11.08% |
$2M - $2M
|
602K
$16.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-77.5K- 8.27% |
$2.06M - $2.07M
|
860K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-83.2K- 16.66% |
$2.22M - $2.23M
|
416K
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-90.1K- 14.6% |
$2.4M - $2.41M
|
527K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-100K- 25.62% |
$2.67M - $2.68M
|
291K
$7.79M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-247K- 91.93% |
$6.58M - $6.61M
|
21.7K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-310K- 86.71% |
$8.27M - $8.3M
|
47.6K
$1.27M
|