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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
74.9K+ 25.18% |
$1.88M - $1.9M
|
372K
$9.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
25.6K+ 19.26% |
$643K - $650K
|
159K
$3.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
20.5K+ 36.42% |
$515K - $520K
|
76.9K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.93K+ 13.67% |
$174K - $176K
|
57.7K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.48K+ 4.93% |
$163K - $164K
|
138K
$3.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.96K+ 40.22% |
$99.3K - $100K
|
13.8K
$346K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.95KNew |
$99.1K - $100K
|
3.95K
$99.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.44K+ 12.65% |
$86.4K - $87.2K
|
30.7K
$769K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.61K+ 4.97% |
$65.5K - $66.1K
|
55.1K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.02K+ 0.83% |
$50.8K - $51.2K
|
247K
$6.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
995+ 1.97% |
$25K - $25.2K
|
51.5K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
683+ 4.22% |
$17.1K - $17.3K
|
16.9K
$423K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-182- 0.63% |
$4.57K - $4.61K
|
28.9K
$726K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-268- 0.66% |
$6.73K - $6.79K
|
40.6K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.88K- 1.21% |
$47.2K - $47.6K
|
154K
$3.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-9.95K- 46.17% |
$250K - $252K
|
11.6K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12K- 8.56% |
$301K - $304K
|
128K
$3.22M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.5K- 60.6% |
$363K - $366K
|
9.4K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-30.2K- 7.29% |
$759K - $766K
|
384K
$9.65M
|