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 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
25.2K+ 20.97% |
$586K - $589K
|
145K
$3.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.5K+ 7.99% |
$570K - $572K
|
331K
$7.72M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.2K+ 3.11% |
$565K - $567K
|
805K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
23.3K+ 18.39% |
$543K - $545K
|
150K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
22.8K+ 334.94% |
$531K - $533K
|
29.6K
$692K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
20.3KNew |
$473K - $475K
|
20.3K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20K+ 1.94% |
$466K - $468K
|
1.05M
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.6K+ 3.36% |
$457K - $459K
|
605K
$14.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.4K+ 21.3% |
$451K - $453K
|
110K
$2.58M
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
18.3K+ 2.4% |
$426K - $428K
|
779K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
17.9K+ 102.96% |
$416K - $418K
|
35.2K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
17.4K+ 4.28% |
$405K - $407K
|
424K
$9.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
16.8K+ 28.64% |
$392K - $394K
|
75.6K
$1.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16.4K+ 3.26% |
$382K - $384K
|
519K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.9K+ 7.83% |
$371K - $372K
|
219K
$5.12M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
15.8KNew |
$368K - $370K
|
15.8K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.8K+ 29813.21% |
$368K - $369K
|
15.9K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
15.4K+ 16.9% |
$359K - $361K
|
107K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.1K+ 963.86% |
$352K - $353K
|
16.7K
$389K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
14.6K+ 23.25% |
$340K - $342K
|
77.5K
$1.81M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
14.6K+ 71.4% |
$340K - $341K
|
35K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14K+ 9.63% |
$325K - $327K
|
159K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
12.4K+ 144.24% |
$289K - $290K
|
21K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.3KNew |
$287K - $288K
|
12.3K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11.2K+ 9.52% |
$262K - $263K
|
129K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.7K+ 8.51% |
$250K - $251K
|
137K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10.7KNew |
$250K - $251K
|
10.7K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.6K+ 4.82% |
$247K - $248K
|
231K
$5.39M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
10.6KNew |
$246K - $247K
|
10.6K
$246K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
10.3KNew |
$239K - $240K
|
10.3K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
9.64K+ 25.86% |
$224K - $225K
|
46.9K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
9.58K+ 10.67% |
$223K - $224K
|
99.4K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.32K+ 62.4% |
$217K - $218K
|
24.3K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.31KNew |
$217K - $218K
|
9.31K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.14K+ 2.08% |
$213K - $214K
|
449K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9KNew |
$210K - $210K
|
9K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.97K+ 27.31% |
$209K - $210K
|
41.8K
$977K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.74KNew |
$204K - $204K
|
8.74K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.65KNew |
$202K - $202K
|
8.65K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
8.57KNew |
$200K - $200K
|
8.57K
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
8.35K+ 18.77% |
$194K - $195K
|
52.8K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.95K+ 12.61% |
$185K - $186K
|
71K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.49K+ 46.02% |
$174K - $175K
|
23.8K
$555K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.99K+ 1.08% |
$163K - $163K
|
657K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.57K+ 3.32% |
$153K - $154K
|
205K
$4.78M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6.54K+ 19.46% |
$152K - $153K
|
40.1K
$938K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6.25K+ 13.74% |
$146K - $146K
|
51.7K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.81K+ 5.8% |
$135K - $136K
|
106K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.38K+ 6.02% |
$125K - $126K
|
94.7K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.35K+ 14.76% |
$125K - $125K
|
41.6K
$971K
|