Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
85.6K+ 36.43% |
$2.15M - $2.17M
|
321K
$8.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41.1KNew |
$1.03M - $1.04M
|
41.1K
$1.03M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
24.1K+ 41.58% |
$605K - $613K
|
82.1K
$2.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19.4K+ 21.95% |
$486K - $492K
|
108K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17.7K+ 7.51% |
$443K - $448K
|
253K
$6.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
13.5KNew |
$339K - $344K
|
13.5K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.5KNew |
$312K - $316K
|
12.5K
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.66K+ 5.93% |
$242K - $245K
|
173K
$4.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.54KNew |
$214K - $217K
|
8.54K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.06KNew |
$202K - $205K
|
8.06K
$203K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5.93KNew |
$149K - $151K
|
5.93K
$149K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.11K+ 6.56% |
$128K - $130K
|
83K
$2.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
4.36K+ 10.08% |
$109K - $111K
|
47.6K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4K+ 5.13% |
$100K - $102K
|
81.9K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.95K+ 40.4% |
$99.1K - $100K
|
13.7K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.64K+ 12.36% |
$91.3K - $92.4K
|
33.1K
$832K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.85K+ 1.94% |
$71.5K - $72.4K
|
150K
$3.77M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.79K+ 25.01% |
$69.9K - $70.8K
|
13.9K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.62K+ 5.33% |
$65.7K - $66.5K
|
51.8K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.44K+ 5.99% |
$61.3K - $62K
|
43.2K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.98K+ 0.6% |
$49.7K - $50.3K
|
331K
$8.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.59K+ 5.3% |
$39.8K - $40.2K
|
31.5K
$792K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 15.59% |
$31.1K - $31.5K
|
9.19K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
897+ 10.73% |
$22.5K - $22.8K
|
9.26K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
775New |
$19.4K - $19.7K
|
775
$19.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
631+ 0.26% |
$15.8K - $16K
|
239K
$6.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
250+ 2.12% |
$6.27K - $6.35K
|
12.1K
$303K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
211+ 0.42% |
$5.29K - $5.36K
|
50.9K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
128+ 640.0% |
$3.21K - $3.25K
|
148
$3.72K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22+ 0.06% |
$552 - $559
|
34.3K
$862K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2+ 0.5% |
$50.2 - $50.8
|
402
$10.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-127- 13.3% |
$3.19K - $3.22K
|
828
$20.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-181- 1.18% |
$4.54K - $4.6K
|
15.1K
$380K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-318- 0.96% |
$7.98K - $8.07K
|
32.9K
$828K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-485- 0.9% |
$12.2K - $12.3K
|
53.5K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-668- 1.41% |
$16.8K - $17K
|
46.6K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-947- 3.05% |
$23.8K - $24K
|
30.1K
$756K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.07K- 6.42% |
$26.7K - $27K
|
15.5K
$390K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-9.92K- 46.1% |
$249K - $252K
|
11.6K
$292K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-22.7K- 5.71% |
$569K - $576K
|
374K
$9.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-28.4K- 51.98% |
$713K - $721K
|
26.2K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.8K- 3.81% |
$799K - $809K
|
804K
$20.2M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-72.4K- 11.56% |
$1.82M - $1.84M
|
554K
$13.9M
|