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
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.6K- 27.27% |
$83.8K - $84.2K
|
9.6K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.91K- 3.77% |
$91.2K - $91.5K
|
99.8K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-4K- 10.05% |
$93.1K - $93.4K
|
35.8K
$836K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.32K- 32.25% |
$101K - $101K
|
9.08K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.05K- 1.29% |
$118K - $118K
|
387K
$9.03M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.07K- 4.87% |
$118K - $119K
|
99.1K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.84K- 1.01% |
$159K - $160K
|
668K
$15.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-6.86K- 9.97% |
$160K - $160K
|
62K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.42K- 3.36% |
$173K - $173K
|
214K
$4.99M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.14K- 58.31% |
$190K - $190K
|
5.82K
$136K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.14K- 2.6% |
$190K - $190K
|
305K
$7.12M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-8.92K- 16.07% |
$208K - $209K
|
46.6K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-9.11K- 3.66% |
$212K - $213K
|
240K
$5.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.4K- 33.25% |
$242K - $243K
|
20.9K
$488K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.5K- 30.1% |
$244K - $245K
|
24.4K
$569K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-11.9K- 4.79% |
$277K - $278K
|
236K
$5.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-12.2K- 20.43% |
$285K - $286K
|
47.6K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-13.3K- 35.71% |
$310K - $312K
|
24K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.3K- 12.3% |
$356K - $357K
|
109K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.6K- 15.92% |
$387K - $388K
|
87.8K
$2.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19.3K- 5.6% |
$449K - $451K
|
325K
$7.6M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-20.7K- 9.29% |
$481K - $483K
|
202K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-22K- 7.26% |
$513K - $515K
|
282K
$6.58M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-22.4K- 6.66% |
$521K - $523K
|
313K
$7.32M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-22.4K- 9.67% |
$521K - $523K
|
209K
$4.89M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-22.7K- 7.63% |
$529K - $531K
|
275K
$6.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-24.9K- 11.2% |
$581K - $583K
|
198K
$4.62M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-29.1K- 67.66% |
$677K - $679K
|
13.9K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-29.8K- 39.77% |
$694K - $697K
|
45.1K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.4K- 5.21% |
$707K - $710K
|
552K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-31K- 40.4% |
$721K - $724K
|
45.7K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.6K- 9.65% |
$805K - $808K
|
324K
$7.56M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-38.8K- 17.56% |
$903K - $906K
|
182K
$4.25M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.6K- 67.45% |
$921K - $925K
|
19.1K
$446K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-39.6K- 5.52% |
$923K - $927K
|
679K
$15.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-40.5K- 26.6% |
$944K - $948K
|
112K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-43K- 22.17% |
$1M - $1.01M
|
151K
$3.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-52.5K- 1.88% |
$1.22M - $1.23M
|
2.75M
$64.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-53.4K- 2.13% |
$1.24M - $1.25M
|
2.45M
$57.3M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-59.7K- 15.59% |
$1.39M - $1.39M
|
323K
$7.54M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-69K- 39.61% |
$1.61M - $1.61M
|
105K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-87.3K- 54.04% |
$2.03M - $2.04M
|
74.2K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-88.1K- 7.04% |
$2.05M - $2.06M
|
1.16M
$27.2M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-89K- 29.37% |
$2.07M - $2.08M
|
214K
$5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-93.5K- 64.81% |
$2.18M - $2.19M
|
50.8K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-104K- 6.74% |
$2.43M - $2.44M
|
1.44M
$33.7M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-120K- 39.95% |
$2.8M - $2.81M
|
181K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-152K- 5.47% |
$3.54M - $3.55M
|
2.62M
$61.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-270K- 45.53% |
$6.29M - $6.32M
|
323K
$7.55M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-303K- 13.44% |
$7.06M - $7.09M
|
1.95M
$45.6M
|