Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
36.7K+ 11.13% |
$934K - $939K
|
366K
$9.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
30.3K+ 47.07% |
$771K - $776K
|
94.7K
$2.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20.1K+ 15.24% |
$512K - $515K
|
152K
$3.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.8K+ 127.54% |
$224K - $225K
|
15.7K
$400K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.8K+ 81.38% |
$173K - $174K
|
15.2K
$386K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.93K+ 40.12% |
$99.9K - $100K
|
13.7K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.42K+ 2.53% |
$36.1K - $36.3K
|
57.4K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
924+ 1.36% |
$23.5K - $23.7K
|
68.8K
$1.75M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
788+ 4.22% |
$20.1K - $20.2K
|
19.4K
$495K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
786+ 3.64% |
$20K - $20.1K
|
22.4K
$570K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
496+ 15.7% |
$12.6K - $12.7K
|
3.66K
$93K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
78+ 0.2% |
$1.99K - $2K
|
39.4K
$1M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-11- 0.01% |
$280 - $282
|
75.5K
$1.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-192- 0.97% |
$4.89K - $4.92K
|
19.6K
$498K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-641- 9.95% |
$16.3K - $16.4K
|
5.8K
$148K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-750- 20.52% |
$19.1K - $19.2K
|
2.91K
$73.9K
|