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 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
32.8K+ 43.09% |
$724K - $735K
|
109K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
31.8KNew |
$704K - $714K
|
31.8K
$715K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.4K+ 9.69% |
$651K - $661K
|
333K
$7.48M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
28.8K+ 26.96% |
$637K - $646K
|
136K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
28.7K+ 9.81% |
$635K - $644K
|
322K
$7.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26.3KNew |
$583K - $591K
|
26.3K
$591K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
23.8K+ 335.7% |
$526K - $534K
|
30.9K
$693K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.6KNew |
$501K - $508K
|
22.6K
$508K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.9K+ 476.26% |
$483K - $490K
|
26.4K
$593K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
20.3K+ 26.19% |
$448K - $455K
|
97.7K
$2.19M
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
16.3KNew |
$361K - $366K
|
16.3K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.2KNew |
$359K - $364K
|
16.2K
$365K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.1K+ 15.17% |
$357K - $362K
|
122K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
16.1K+ 97.45% |
$356K - $361K
|
32.6K
$733K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
16K+ 38.49% |
$354K - $359K
|
57.6K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.8K+ 18.78% |
$349K - $354K
|
99.9K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.6KNew |
$345K - $350K
|
15.6K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.3K+ 933.78% |
$338K - $343K
|
16.9K
$380K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
14.5KNew |
$320K - $324K
|
14.5K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
13.9K+ 7.74% |
$308K - $313K
|
194K
$4.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.5K+ 19.06% |
$298K - $303K
|
84.3K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.9KNew |
$286K - $290K
|
12.9K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.8K+ 7.9% |
$284K - $288K
|
175K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.6K+ 1123.82% |
$280K - $284K
|
13.8K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.6K+ 11.11% |
$278K - $282K
|
126K
$2.82M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
12.5K+ 32.6% |
$277K - $281K
|
51K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
12.1K+ 2.57% |
$268K - $272K
|
484K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
11.5K+ 62.22% |
$253K - $257K
|
29.9K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4KNew |
$252K - $255K
|
11.4K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
11.3K+ 4.0% |
$250K - $254K
|
294K
$6.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
11.3K+ 412.41% |
$250K - $253K
|
14K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.1K+ 15.52% |
$245K - $248K
|
82.4K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10.8K+ 43.59% |
$239K - $243K
|
35.6K
$800K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
10.2K+ 10.61% |
$226K - $229K
|
107K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.1KNew |
$223K - $226K
|
10.1K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.34K+ 27.2% |
$206K - $209K
|
43.7K
$980K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.32K+ 6.98% |
$206K - $209K
|
143K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.07K+ 11.52% |
$201K - $203K
|
87.8K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9.01KNew |
$199K - $202K
|
9.01K
$202K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.86K+ 4.52% |
$196K - $199K
|
205K
$4.6M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.58K+ 50.14% |
$190K - $192K
|
25.7K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
8.34K+ 287.42% |
$184K - $187K
|
11.2K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8.09K+ 42.32% |
$179K - $181K
|
27.2K
$610K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.44K+ 4.19% |
$164K - $167K
|
185K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.94K+ 6.2% |
$153K - $156K
|
119K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6.37K+ 54.28% |
$141K - $143K
|
18.1K
$406K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.36K+ 5.83% |
$141K - $143K
|
116K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.33K+ 2.35% |
$140K - $142K
|
276K
$6.18M
|