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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.95K+ 6.26% |
$132K - $133K
|
101K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.81K+ 0.98% |
$128K - $130K
|
597K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.58K+ 48.59% |
$123K - $125K
|
17.1K
$383K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
5.3K+ 8.34% |
$117K - $119K
|
68.9K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.23K+ 8.63% |
$116K - $117K
|
65.8K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.09K+ 19.98% |
$112K - $114K
|
30.5K
$685K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.78K+ 8.82% |
$106K - $107K
|
59K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.63K+ 24.09% |
$102K - $104K
|
23.9K
$535K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.6K+ 15.85% |
$102K - $103K
|
33.6K
$754K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.54K+ 13.08% |
$100K - $102K
|
39.3K
$881K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4.46K+ 5.0% |
$98.5K - $100K
|
93.5K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.28K+ 13.95% |
$94.7K - $96.1K
|
35K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.28K+ 2.86% |
$94.7K - $96K
|
154K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.81K+ 27.18% |
$84.1K - $85.3K
|
17.8K
$400K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.58K+ 14.56% |
$79.1K - $80.3K
|
28.2K
$632K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3.55K+ 37.79% |
$78.4K - $79.6K
|
12.9K
$290K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.42K+ 10.45% |
$75.6K - $76.7K
|
36.2K
$811K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.25K+ 44.52% |
$71.9K - $72.9K
|
10.6K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.18K+ 19.21% |
$70.3K - $71.3K
|
19.7K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.99K+ 4.48% |
$66.1K - $67.1K
|
69.7K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.71K+ 17.21% |
$60K - $60.9K
|
18.5K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.7K+ 1.68% |
$59.6K - $60.5K
|
164K
$3.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.51K+ 23.47% |
$55.5K - $56.3K
|
13.2K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.35K+ 51.74% |
$52K - $52.7K
|
6.89K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.27K+ 14.29% |
$50.3K - $51K
|
18.2K
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.26K+ 12.32% |
$50K - $50.7K
|
20.6K
$462K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.25K+ 10.33% |
$49.7K - $50.5K
|
24K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2K+ 4.16% |
$44.2K - $44.9K
|
50.1K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.92K+ 1.5% |
$42.4K - $43K
|
130K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.9K+ 4.24% |
$42.1K - $42.7K
|
46.8K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.78KNew |
$39.3K - $39.9K
|
1.78K
$39.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.65K+ 1.52% |
$36.4K - $36.9K
|
110K
$2.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.61K+ 2.82% |
$35.7K - $36.2K
|
58.9K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.39K+ 73.28% |
$30.7K - $31.1K
|
3.28K
$73.6K
|
|
|
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
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.17K+ 10.04% |
$26K - $26.3K
|
12.9K
$289K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.08K+ 3.51% |
$23.8K - $24.1K
|
31.7K
$712K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.05K+ 1.26% |
$23.3K - $23.6K
|
84.7K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.04K+ 2.64% |
$22.9K - $23.2K
|
40.2K
$903K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
956New |
$21.1K - $21.4K
|
956
$21.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
936+ 4.52% |
$20.7K - $21K
|
21.7K
$486K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
841+ 8.49% |
$18.6K - $18.9K
|
10.7K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
673+ 15.2% |
$14.9K - $15.1K
|
5.1K
$114K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
651+ 5.05% |
$14.4K - $14.6K
|
13.5K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
563+ 2.51% |
$12.4K - $12.6K
|
23K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
526+ 1.52% |
$11.6K - $11.8K
|
35.2K
$789K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
346+ 0.56% |
$7.65K - $7.76K
|
62.4K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
268+ 0.67% |
$5.93K - $6.01K
|
40.3K
$905K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
208+ 0.55% |
$4.6K - $4.67K
|
37.7K
$846K
|