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 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.99K+ 7.39% |
$75.1K - $75.8K
|
43.5K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.96K+ 35.92% |
$74.3K - $75K
|
11.2K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.7KNew |
$67.8K - $68.4K
|
2.7K
$68.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.61K+ 4.97% |
$65.5K - $66.1K
|
55.1K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.61K+ 5.56% |
$65.4K - $66K
|
49.5K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.31K+ 18.53% |
$58K - $58.6K
|
14.8K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.21K+ 6.97% |
$55.5K - $56K
|
33.9K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.12K+ 16.29% |
$53.1K - $53.6K
|
15.1K
$382K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.05K+ 1.6% |
$51.6K - $52K
|
131K
$3.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.02K+ 0.83% |
$50.8K - $51.2K
|
247K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.89K+ 1.86% |
$47.5K - $47.9K
|
103K
$2.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.86K+ 0.55% |
$46.6K - $47.1K
|
339K
$8.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.59K+ 5.44% |
$39.8K - $40.2K
|
30.7K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.46K+ 8.6% |
$36.7K - $37.1K
|
18.5K
$467K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.22K+ 2.76% |
$30.7K - $31K
|
45.6K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.13K+ 3.67% |
$28.4K - $28.7K
|
32K
$809K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.13K+ 2.54% |
$28.4K - $28.7K
|
45.6K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
995+ 1.97% |
$25K - $25.2K
|
51.5K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
901+ 10.91% |
$22.6K - $22.8K
|
9.16K
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
683+ 4.22% |
$17.1K - $17.3K
|
16.9K
$426K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
303+ 2.32% |
$7.61K - $7.68K
|
13.4K
$338K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
138+ 5.95% |
$3.46K - $3.5K
|
2.46K
$62.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56+ 0.12% |
$1.41K - $1.42K
|
48.2K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.41% |
$1.03K - $1.04K
|
10K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
34+ 0.42% |
$853 - $862
|
8.15K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
33+ 0.1% |
$828 - $836
|
32.1K
$812K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-102- 0.77% |
$2.56K - $2.58K
|
13.1K
$332K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-182- 0.63% |
$4.57K - $4.61K
|
28.9K
$731K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-243- 3.58% |
$6.1K - $6.16K
|
6.55K
$165K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-268- 0.66% |
$6.73K - $6.79K
|
40.6K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-369- 0.09% |
$9.26K - $9.35K
|
411K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-430- 3.63% |
$10.8K - $10.9K
|
11.4K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-463- 3.07% |
$11.6K - $11.7K
|
14.6K
$370K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-589- 4.89% |
$14.8K - $14.9K
|
11.5K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-946- 2.02% |
$23.7K - $24K
|
46K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-957- 8.22% |
$24K - $24.3K
|
10.7K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.07K- 6.64% |
$26.7K - $27K
|
15K
$379K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.76K- 5.7% |
$44.2K - $44.6K
|
29.1K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.8K- 2.46% |
$45.2K - $45.6K
|
71.4K
$1.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.88K- 1.21% |
$47.2K - $47.6K
|
154K
$3.88M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.45K- 7.32% |
$61.5K - $62.1K
|
31K
$784K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.5K- 6.88% |
$62.8K - $63.4K
|
33.9K
$856K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.54K- 4.1% |
$63.8K - $64.4K
|
59.5K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.96K- 12.98% |
$74.3K - $75K
|
19.8K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.44K- 14.18% |
$86.4K - $87.3K
|
20.8K
$527K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.46K- 15.36% |
$112K - $113K
|
24.5K
$620K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6K- 11.42% |
$151K - $152K
|
46.5K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.01K- 35.86% |
$151K - $152K
|
10.8K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-8.68K- 41.94% |
$218K - $220K
|
12K
$304K
|