Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
758K+ 4071.77% |
$16.8M - $17M
|
777K
$17.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
106K+ 6524.63% |
$2.35M - $2.39M
|
108K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
81.2K+ 509.6% |
$1.8M - $1.82M
|
97.1K
$2.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
63.1K+ 11.98% |
$1.39M - $1.41M
|
590K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43.9K+ 6.38% |
$970K - $984K
|
732K
$16.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
32.8K+ 43.09% |
$724K - $735K
|
109K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.6KNew |
$501K - $508K
|
22.6K
$508K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
19.9K+ 4.28% |
$440K - $446K
|
484K
$10.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
18.6K+ 3.55% |
$411K - $417K
|
543K
$12.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.6KNew |
$345K - $350K
|
15.6K
$350K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
12.1K+ 2.57% |
$268K - $272K
|
484K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.07K+ 11.52% |
$201K - $203K
|
87.8K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.42K+ 10.45% |
$75.6K - $76.7K
|
36.2K
$811K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.51K+ 23.47% |
$55.5K - $56.3K
|
13.2K
$296K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.78KNew |
$39.3K - $39.9K
|
1.78K
$39.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.61K+ 2.82% |
$35.7K - $36.2K
|
58.9K
$1.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$28.7K - $29.2K
|
1.3K
$29.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.21K+ 1.22% |
$26.6K - $27K
|
100K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.04K+ 2.64% |
$22.9K - $23.2K
|
40.2K
$903K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-136- 1.06% |
$3.01K - $3.05K
|
12.7K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-276- 48.42% |
$6.1K - $6.19K
|
294
$6.59K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-662- 2.56% |
$14.6K - $14.8K
|
25.2K
$565K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-8.92K- 14.54% |
$197K - $200K
|
52.4K
$1.18M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-947K- 66.82% |
$20.9M - $21.3M
|
470K
$10.6M
|