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 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
252+ 0.23% |
$5.87K - $5.89K
|
110K
$2.58M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
153+ 0.7% |
$3.56K - $3.58K
|
22.1K
$516K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
148+ 0.69% |
$3.45K - $3.46K
|
21.6K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
93+ 0.35% |
$2.17K - $2.17K
|
26.7K
$623K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
85+ 0.29% |
$1.98K - $1.99K
|
29.6K
$691K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
74+ 0.69% |
$1.72K - $1.73K
|
10.7K
$251K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
63+ 0.69% |
$1.47K - $1.47K
|
9.24K
$216K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
59+ 0.52% |
$1.37K - $1.38K
|
11.4K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
42+ 0.37% |
$978 - $982
|
11.3K
$264K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
42+ 7.12% |
$978 - $982
|
632
$14.8K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
27+ 0.22% |
$629 - $631
|
12.1K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13+ 0.08% |
$303 - $304
|
16.7K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.66% |
$303 - $304
|
1.98K
$46.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.63% |
$93.2 - $93.5
|
636
$14.9K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$46.6 - $46.8
|
3.12K
$72.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.74% |
$46.6 - $46.8
|
271
$6.33K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$23.3 - $23.4
|
7.15K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-48- 0.55% |
$1.12K - $1.12K
|
8.62K
$201K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-201- 0.79% |
$4.68K - $4.7K
|
25.3K
$591K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-261- 1.96% |
$6.08K - $6.1K
|
13.1K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-365- 66.0% |
$8.5K - $8.53K
|
188
$4.39K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-414- 1.17% |
$9.64K - $9.68K
|
35K
$817K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-581- 1.38% |
$13.5K - $13.6K
|
41.6K
$972K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-602- 6.22% |
$14K - $14.1K
|
9.08K
$212K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-750- 6.97% |
$17.5K - $17.5K
|
10K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-780- 0.93% |
$18.2K - $18.2K
|
83.1K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-802- 85.87% |
$18.7K - $18.8K
|
132
$3.08K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-921- 13.35% |
$21.5K - $21.5K
|
5.98K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-923- 3.66% |
$21.5K - $21.6K
|
24.3K
$567K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.04K- 3.92% |
$24.2K - $24.3K
|
25.5K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 4.32% |
$25.7K - $25.8K
|
24.4K
$570K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.15K- 4.95% |
$26.8K - $26.9K
|
22.1K
$515K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.16K- 0.43% |
$27K - $27.1K
|
270K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.26K- 1.1% |
$29.4K - $29.5K
|
113K
$2.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 5.66% |
$30K - $30.2K
|
21.5K
$503K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.41K- 24.91% |
$32.9K - $33K
|
4.26K
$99.4K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.44K- 2.51% |
$33.5K - $33.7K
|
55.8K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-1.68K- 6.17% |
$39.1K - $39.3K
|
25.5K
$596K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.74K- 2.92% |
$40.5K - $40.7K
|
57.8K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.06K- 15.33% |
$47.9K - $48.1K
|
11.4K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.2K- 0.56% |
$51.3K - $51.5K
|
394K
$9.21M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.23K- 10.74% |
$51.8K - $52K
|
18.5K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.5K- 3.4% |
$58.2K - $58.4K
|
71K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.54K- 1.32% |
$59.2K - $59.5K
|
191K
$4.46M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-2.57K- 6.8% |
$59.9K - $60.2K
|
35.3K
$824K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.71K- 1.25% |
$63.2K - $63.4K
|
215K
$5.03M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.84K- 14.03% |
$66.1K - $66.4K
|
17.4K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-3.54K- 13.9% |
$82.4K - $82.7K
|
21.9K
$512K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-3.54K- 8.12% |
$82.4K - $82.8K
|
40.1K
$936K
|