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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
679K+ 29.13% |
$15.8M - $15.9M
|
3.01M
$70.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
540K+ 3544.78% |
$12.6M - $12.6M
|
556K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
380K+ 9.17% |
$8.84M - $8.88M
|
4.52M
$106M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
314K+ 8.47% |
$7.32M - $7.35M
|
4.02M
$94M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
307K+ 623.88% |
$7.14M - $7.17M
|
356K
$8.31M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
294KNew |
$6.85M - $6.88M
|
294K
$6.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
225K+ 41.19% |
$5.24M - $5.26M
|
771K
$18M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
213K+ 129.84% |
$4.96M - $4.98M
|
377K
$8.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
186K+ 5.05% |
$4.34M - $4.36M
|
3.88M
$90.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
177K+ 328.49% |
$4.12M - $4.14M
|
231K
$5.39M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
176K+ 805.97% |
$4.1M - $4.11M
|
198K
$4.62M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
170K+ 14.0% |
$3.96M - $3.97M
|
1.38M
$32.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
154K+ 20.8% |
$3.59M - $3.6M
|
895K
$20.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
153K+ 75.93% |
$3.57M - $3.58M
|
355K
$8.29M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
151K+ 50.9% |
$3.52M - $3.53M
|
448K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
142K+ 16.47% |
$3.3M - $3.31M
|
1M
$23.4M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
136K+ 149.14% |
$3.17M - $3.19M
|
228K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
118KNew |
$2.74M - $2.75M
|
118K
$2.75M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
118K+ 90.6% |
$2.74M - $2.75M
|
247K
$5.78M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
110KNew |
$2.55M - $2.56M
|
110K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
97.4KNew |
$2.27M - $2.28M
|
97.4K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
94.2KNew |
$2.19M - $2.2M
|
94.2K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
92.5KNew |
$2.15M - $2.16M
|
92.5K
$2.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
90.4KNew |
$2.11M - $2.11M
|
90.4K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
82.2K+ 66.65% |
$1.91M - $1.92M
|
206K
$4.8M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
81.6K+ 850.08% |
$1.9M - $1.91M
|
91.2K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
79.6K+ 12.75% |
$1.85M - $1.86M
|
703K
$16.4M
|
|
|
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
$7.06M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.3K+ 17.11% |
$1.47M - $1.48M
|
433K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
61.8K+ 40.48% |
$1.44M - $1.44M
|
214K
$5.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
56.1K+ 8.98% |
$1.31M - $1.31M
|
680K
$15.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
49.2K+ 104.1% |
$1.15M - $1.15M
|
96.5K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
47.8K+ 12.98% |
$1.11M - $1.12M
|
416K
$9.72M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
44.5K+ 2.21% |
$1.04M - $1.04M
|
2.06M
$48.2M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
42.9K+ 98.59% |
$999K - $1M
|
86.4K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
42.5K+ 9.12% |
$989K - $993K
|
508K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
41.8K+ 11.86% |
$973K - $977K
|
394K
$9.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
38.4K+ 10.76% |
$894K - $897K
|
395K
$9.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
35.8KNew |
$835K - $838K
|
35.8K
$837K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
35.8K+ 29.65% |
$834K - $837K
|
157K
$3.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
34.3K+ 24.36% |
$798K - $801K
|
175K
$4.09M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
32.3K+ 3002.88% |
$752K - $755K
|
33.4K
$779K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
31.9K+ 1.47% |
$743K - $746K
|
2.2M
$51.4M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
29.6KNew |
$689K - $691K
|
29.6K
$691K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
28.2K+ 9.5% |
$658K - $660K
|
326K
$7.6M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
28.1K+ 36.05% |
$655K - $657K
|
106K
$2.48M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
26K+ 21.1% |
$607K - $609K
|
149K
$3.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25.8KNew |
$600K - $603K
|
25.8K
$602K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.7K+ 6.98% |
$599K - $601K
|
394K
$9.21M
|