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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.41MNew |
$31.1M - $31.5M
|
1.41M
$31.6M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.4MNew |
$30.9M - $31.3M
|
1.4M
$31.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
758K+ 4071.77% |
$16.8M - $17M
|
777K
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
623K+ 2737.4% |
$13.8M - $14M
|
645K
$14.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
529K+ 10.73% |
$11.7M - $11.9M
|
5.46M
$123M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
462K+ 30.53% |
$10.2M - $10.4M
|
1.97M
$44.3M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
340KNew |
$7.51M - $7.62M
|
340K
$7.63M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
314KNew |
$6.95M - $7.05M
|
314K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
281K+ 11.66% |
$6.21M - $6.3M
|
2.69M
$60.3M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
268KNew |
$5.93M - $6.01M
|
268K
$6.01M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
237K+ 28.11% |
$5.25M - $5.32M
|
1.08M
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
225KNew |
$4.98M - $5.05M
|
225K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
217K+ 6.27% |
$4.79M - $4.86M
|
3.67M
$82.4M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
214K+ 272.12% |
$4.73M - $4.79M
|
292K
$6.56M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
193K+ 33.53% |
$4.27M - $4.33M
|
769K
$17.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
146K+ 35.28% |
$3.23M - $3.28M
|
560K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
145KNew |
$3.2M - $3.24M
|
145K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 13.61% |
$3.11M - $3.16M
|
1.18M
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
140K+ 195.97% |
$3.1M - $3.15M
|
212K
$4.76M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
136K+ 72.57% |
$3.01M - $3.06M
|
324K
$7.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
110K+ 41.64% |
$2.43M - $2.46M
|
373K
$8.38M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
106K+ 6524.63% |
$2.35M - $2.39M
|
108K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99.8K+ 19.1% |
$2.21M - $2.24M
|
623K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
99.5K+ 14.83% |
$2.2M - $2.23M
|
771K
$17.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
81.2K+ 509.6% |
$1.8M - $1.82M
|
97.1K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
72KNew |
$1.59M - $1.61M
|
72K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
71.3KNew |
$1.58M - $1.6M
|
71.3K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
71.1KNew |
$1.57M - $1.6M
|
71.1K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.7K+ 7.29% |
$1.48M - $1.5M
|
982K
$22M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
66.6K+ 10.79% |
$1.47M - $1.49M
|
684K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.6K+ 15.3% |
$1.43M - $1.45M
|
487K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63.4K+ 36.88% |
$1.4M - $1.42M
|
235K
$5.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
63.1K+ 11.98% |
$1.39M - $1.41M
|
590K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61.7K+ 91.36% |
$1.36M - $1.38M
|
129K
$2.9M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
57.2KNew |
$1.27M - $1.28M
|
57.2K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
53.4K+ 43.99% |
$1.18M - $1.2M
|
175K
$3.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48.2K+ 4.86% |
$1.07M - $1.08M
|
1.04M
$23.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
47K+ 17.93% |
$1.04M - $1.05M
|
309K
$6.93M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
46.9K+ 89.65% |
$1.04M - $1.05M
|
99.2K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
45.8K+ 33.57% |
$1.01M - $1.03M
|
182K
$4.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
45.3KNew |
$1M - $1.02M
|
45.3K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.2K+ 7.88% |
$978K - $993K
|
606K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43.9K+ 6.38% |
$970K - $984K
|
732K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
41.1K+ 11.71% |
$910K - $923K
|
392K
$8.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
40.1K+ 9.63% |
$886K - $899K
|
456K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
36.3K+ 10.73% |
$803K - $814K
|
375K
$8.41M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
35.5K+ 57.66% |
$784K - $795K
|
97K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
35.3KNew |
$781K - $792K
|
35.3K
$793K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
35K+ 65.71% |
$775K - $786K
|
88.4K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34.8K+ 59.75% |
$769K - $780K
|
93K
$2.09M
|