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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.14K+ 3251.9% |
$120K - $120K
|
5.3K
$124K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.91K+ 31.24% |
$114K - $115K
|
20.6K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.45K+ 6.24% |
$104K - $104K
|
75.8K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.41K+ 19.47% |
$103K - $103K
|
27.1K
$633K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.37K+ 5.21% |
$102K - $102K
|
88.1K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.26K+ 3.22% |
$99.2K - $99.6K
|
137K
$3.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
4.23K+ 7.89% |
$98.5K - $98.9K
|
57.8K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.08K+ 1.86% |
$94.9K - $95.3K
|
223K
$5.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.9K+ 66.74% |
$90.9K - $91.2K
|
9.75K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.85K+ 1.61% |
$89.6K - $90K
|
243K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.81KNew |
$88.8K - $89.1K
|
3.81K
$89.1K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
3.56K+ 6.79% |
$83K - $83.3K
|
56K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.45KNew |
$80.3K - $80.6K
|
3.45K
$80.5K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.43K+ 4.82% |
$79.8K - $80.1K
|
74.5K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.36K+ 24.8% |
$78.2K - $78.5K
|
16.9K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.16K+ 9.73% |
$73.5K - $73.8K
|
35.6K
$832K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.15K+ 8.13% |
$73.4K - $73.6K
|
41.9K
$978K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.87K+ 0.43% |
$66.9K - $67.1K
|
664K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.76K+ 1.24% |
$64.4K - $64.6K
|
226K
$5.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
2.67K+ 0.39% |
$62.1K - $62.4K
|
683K
$15.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.32K+ 6.12% |
$54.1K - $54.3K
|
40.3K
$941K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.31K+ 10.46% |
$53.8K - $54K
|
24.4K
$570K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 1.1% |
$50.7K - $50.9K
|
201K
$4.69M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.14K+ 18.64% |
$49.9K - $50.1K
|
13.6K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2K+ 125.0% |
$46.6K - $46.8K
|
3.6K
$84.1K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.84K+ 1.49% |
$42.9K - $43.1K
|
126K
$2.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.72K+ 17.67% |
$39.9K - $40.1K
|
11.4K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.52K+ 7.88% |
$35.4K - $35.6K
|
20.8K
$487K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.51K+ 8.48% |
$35.1K - $35.2K
|
19.3K
$450K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.22K+ 5.62% |
$28.4K - $28.5K
|
22.9K
$536K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.18K+ 0.71% |
$27.5K - $27.6K
|
166K
$3.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
1.12KNew |
$26.1K - $26.2K
|
1.12K
$26.2K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.09K+ 60.34% |
$25.3K - $25.4K
|
2.89K
$67.5K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
865+ 1.31% |
$20.1K - $20.2K
|
66.7K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
761+ 0.11% |
$17.7K - $17.8K
|
665K
$15.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
700+ 0.32% |
$16.3K - $16.4K
|
220K
$5.13M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
634+ 1.94% |
$14.8K - $14.8K
|
33.4K
$780K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
585New |
$13.6K - $13.7K
|
585
$13.7K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
582+ 2.54% |
$13.6K - $13.6K
|
23.5K
$550K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
576+ 49.96% |
$13.4K - $13.5K
|
1.73K
$40.4K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
571+ 5.31% |
$13.3K - $13.3K
|
11.3K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
557+ 4.14% |
$13K - $13K
|
14K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
540+ 0.83% |
$12.6K - $12.6K
|
65.3K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
501+ 0.83% |
$11.7K - $11.7K
|
61.2K
$1.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
467+ 2.69% |
$10.9K - $10.9K
|
17.8K
$416K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
430+ 4.86% |
$10K - $10.1K
|
9.28K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
425+ 0.69% |
$9.9K - $9.94K
|
61.7K
$1.44M
|
|
|
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
|