Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2025 Ter (IBTF)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBTF) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
540K+ 3544.78% |
$12.6M - $12.6M
|
556K
$13M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
90.4KNew |
$2.11M - $2.11M
|
90.4K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
68.3KNew |
$1.59M - $1.6M
|
68.3K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.1K+ 28.02% |
$1.54M - $1.55M
|
302K
$7.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
56.1K+ 8.98% |
$1.31M - $1.31M
|
680K
$15.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.5K+ 7.99% |
$570K - $572K
|
331K
$7.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
20.3KNew |
$473K - $475K
|
20.3K
$474K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20K+ 1.94% |
$466K - $468K
|
1.05M
$24.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16.4K+ 3.26% |
$382K - $384K
|
519K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
14.6K+ 23.25% |
$340K - $342K
|
77.5K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11.2K+ 9.52% |
$262K - $263K
|
129K
$3.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10.7KNew |
$250K - $251K
|
10.7K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
8.57KNew |
$200K - $200K
|
8.57K
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.99K+ 1.08% |
$163K - $163K
|
657K
$15.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6.25K+ 13.74% |
$146K - $146K
|
51.7K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.41K+ 19.47% |
$103K - $103K
|
27.1K
$632K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
4.23K+ 7.89% |
$98.5K - $98.9K
|
57.8K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.87K+ 0.43% |
$66.9K - $67.1K
|
664K
$15.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
2.67K+ 0.39% |
$62.1K - $62.4K
|
683K
$15.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.31K+ 10.46% |
$53.8K - $54K
|
24.4K
$569K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.72K+ 17.67% |
$39.9K - $40.1K
|
11.4K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.51K+ 8.48% |
$35.1K - $35.2K
|
19.3K
$450K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
1.12KNew |
$26.1K - $26.2K
|
1.12K
$26.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
700+ 0.32% |
$16.3K - $16.4K
|
220K
$5.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
467+ 2.69% |
$10.9K - $10.9K
|
17.8K
$416K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
387New |
$9.01K - $9.05K
|
387
$9.04K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
357+ 3.54% |
$8.31K - $8.35K
|
10.5K
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
295+ 2.43% |
$6.87K - $6.9K
|
12.4K
$290K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
252+ 0.23% |
$5.87K - $5.89K
|
110K
$2.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
85+ 0.29% |
$1.98K - $1.99K
|
29.6K
$691K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
63+ 0.69% |
$1.47K - $1.47K
|
9.24K
$216K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.63% |
$93.2 - $93.5
|
636
$14.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.74% |
$46.6 - $46.8
|
271
$6.33K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-581- 1.38% |
$13.5K - $13.6K
|
41.6K
$972K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-921- 13.35% |
$21.5K - $21.5K
|
5.98K
$140K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.6K- 27.27% |
$83.8K - $84.2K
|
9.6K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19.3K- 5.6% |
$449K - $451K
|
325K
$7.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-24.9K- 11.2% |
$581K - $583K
|
198K
$4.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-39.6K- 5.52% |
$923K - $927K
|
679K
$15.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-52.5K- 1.88% |
$1.22M - $1.23M
|
2.75M
$64.1M
|