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 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.06K- 1.03% |
$227K - $230K
|
871K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.45K- 39.28% |
$237K - $239K
|
14.6K
$369K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-9.95K- 46.17% |
$250K - $252K
|
11.6K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12K- 8.56% |
$301K - $304K
|
128K
$3.24M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.8K- 1.8% |
$321K - $324K
|
699K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.9K- 35.22% |
$323K - $326K
|
23.7K
$598K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.5K- 60.6% |
$363K - $366K
|
9.4K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16K- 26.11% |
$401K - $404K
|
45.2K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-16.6K- 29.95% |
$417K - $421K
|
38.8K
$981K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18K- 88.85% |
$452K - $456K
|
2.26K
$57.1K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-27.5K- 6.6% |
$690K - $697K
|
389K
$9.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-30.2K- 7.29% |
$759K - $766K
|
384K
$9.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-31.4K- 58.99% |
$789K - $796K
|
21.9K
$552K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41K- 4.56% |
$1.03M - $1.04M
|
859K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.1K- 9.0% |
$1.21M - $1.22M
|
486K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-73.4K- 11.68% |
$1.84M - $1.86M
|
555K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-169K- 18.26% |
$4.23M - $4.28M
|
755K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-169K- 53.33% |
$4.24M - $4.28M
|
148K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-321K- 84.74% |
$8.05M - $8.13M
|
57.8K
$1.46M
|