Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
183K+ 81.47% |
$4.6M - $4.64M
|
408K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
165K+ 9.22% |
$4.14M - $4.18M
|
1.95M
$49.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
137K+ 96.25% |
$3.43M - $3.47M
|
279K
$7.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
74.9K+ 25.18% |
$1.88M - $1.9M
|
372K
$9.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
44.4K+ 6.26% |
$1.11M - $1.12M
|
753K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
43.6KNew |
$1.09M - $1.1M
|
43.6K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.9K+ 4.42% |
$1.08M - $1.09M
|
1.01M
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.3KNew |
$810K - $818K
|
32.3K
$816K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.9K+ 40.42% |
$800K - $808K
|
111K
$2.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
25.6K+ 19.26% |
$643K - $650K
|
159K
$4.01M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.6K+ 17.92% |
$542K - $548K
|
142K
$3.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
20.5K+ 36.42% |
$515K - $520K
|
76.9K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.1K+ 62.18% |
$506K - $510K
|
52.5K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
19.8KNew |
$496K - $501K
|
19.8K
$500K
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
19.2K+ 6.29% |
$482K - $487K
|
325K
$8.2M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.3K+ 913.66% |
$458K - $463K
|
20.3K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18K+ 10.34% |
$452K - $457K
|
192K
$4.86M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.2K+ 18.55% |
$432K - $436K
|
110K
$2.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
15.9KNew |
$399K - $403K
|
15.9K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$384K - $387K
|
15.3K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.8K+ 7.27% |
$372K - $375K
|
218K
$5.52M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13.6K+ 12.61% |
$342K - $346K
|
122K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
13.3KNew |
$333K - $336K
|
13.3K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
11.7K+ 7.12% |
$295K - $297K
|
177K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11K+ 1.33% |
$275K - $278K
|
834K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.9K+ 2.95% |
$273K - $275K
|
379K
$9.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
9.94KNew |
$249K - $252K
|
9.94K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.78K+ 8.25% |
$246K - $248K
|
128K
$3.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
9.56K+ 20.56% |
$240K - $242K
|
56.1K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.35KNew |
$235K - $237K
|
9.35K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.2K+ 11.9% |
$231K - $233K
|
86.5K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.98K+ 5.42% |
$225K - $227K
|
175K
$4.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.55KNew |
$215K - $217K
|
8.55K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.61K+ 401.11% |
$191K - $193K
|
9.51K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7.14KNew |
$179K - $181K
|
7.14K
$180K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.93K+ 13.67% |
$174K - $176K
|
57.7K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.66K+ 49.86% |
$167K - $169K
|
20K
$506K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.6K+ 34.57% |
$166K - $167K
|
25.7K
$649K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.48K+ 4.93% |
$163K - $164K
|
138K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
5.15K+ 11.92% |
$129K - $131K
|
48.4K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.95K+ 30.57% |
$124K - $125K
|
21.1K
$534K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.96K+ 39.83% |
$99.5K - $100K
|
13.9K
$352K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.96K+ 40.22% |
$99.3K - $100K
|
13.8K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.95KNew |
$99.1K - $100K
|
3.95K
$99.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
3.87K+ 459.43% |
$97.2K - $98.1K
|
4.72K
$119K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
3.8K+ 4.27% |
$95.4K - $96.3K
|
92.9K
$2.35M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.46K+ 35.17% |
$86.9K - $87.7K
|
13.3K
$336K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.44K+ 12.65% |
$86.4K - $87.2K
|
30.7K
$775K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.16K+ 8.76% |
$79.2K - $79.9K
|
39.2K
$989K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3K+ 6.43% |
$75.3K - $76K
|
49.7K
$1.26M
|