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 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
191+ 19100.0% |
$4.22K - $4.28K
|
192
$4.31K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
126+ 25.82% |
$2.79K - $2.83K
|
614
$13.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
79+ 0.66% |
$1.75K - $1.77K
|
12K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
66+ 0.16% |
$1.46K - $1.48K
|
42.2K
$946K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
38+ 0.24% |
$840 - $852
|
15.7K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.64% |
$287 - $292
|
2.05K
$46.1K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.06% |
$199 - $202
|
16K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8+ 0.04% |
$177 - $179
|
20.9K
$470K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$44.2 - $44.9
|
3.31K
$74.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.18% |
$22.1 - $22.4
|
553
$12.4K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1New |
$22.1 - $22.4
|
1
$22.4
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-57- 47.5% |
$1.26K - $1.28K
|
63
$1.41K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-136- 1.06% |
$3.01K - $3.05K
|
12.7K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-137- 0.47% |
$3.03K - $3.07K
|
29K
$651K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-276- 48.42% |
$6.1K - $6.19K
|
294
$6.6K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-302- 2.17% |
$6.68K - $6.77K
|
13.6K
$305K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-388- 3.26% |
$8.58K - $8.7K
|
11.5K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-585- 0.53% |
$12.9K - $13.1K
|
110K
$2.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-662- 2.56% |
$14.6K - $14.8K
|
25.2K
$565K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-800- 4.54% |
$17.7K - $17.9K
|
16.8K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-848- 2.33% |
$18.7K - $19K
|
35.5K
$796K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.11K- 5.47% |
$24.5K - $24.9K
|
19.2K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.18K- 2.42% |
$26K - $26.4K
|
47.3K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.21K- 0.31% |
$26.7K - $27.1K
|
382K
$8.57M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.46K- 6.24% |
$32.2K - $32.7K
|
21.9K
$491K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1.47K- 6.42% |
$32.6K - $33K
|
21.5K
$482K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 15.57% |
$46.8K - $47.5K
|
11.5K
$258K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 2.95% |
$56.1K - $56.9K
|
83.6K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-3.79K- 8.76% |
$83.8K - $85K
|
39.5K
$886K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-4.15K- 1.48% |
$91.7K - $93.1K
|
277K
$6.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-4.3K- 25.91% |
$95.1K - $96.4K
|
12.3K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.3K- 4.89% |
$117K - $119K
|
103K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.32K- 0.58% |
$118K - $119K
|
910K
$20.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.88K- 24.47% |
$130K - $132K
|
18.1K
$407K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-7.71K- 12.64% |
$170K - $173K
|
53.3K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.06K- 32.44% |
$178K - $181K
|
16.8K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.11K- 15.47% |
$179K - $182K
|
44.3K
$994K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-8.92K- 14.54% |
$197K - $200K
|
52.4K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.2K- 5.68% |
$247K - $251K
|
186K
$4.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-19.7K- 71.42% |
$435K - $442K
|
7.88K
$177K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-21.5K- 6.5% |
$475K - $482K
|
309K
$6.94M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.8K- 10.28% |
$569K - $578K
|
225K
$5.04M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-60.7K- 2.02% |
$1.34M - $1.36M
|
2.95M
$66.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-89.9K- 12.57% |
$1.99M - $2.02M
|
626K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-117K- 91.54% |
$2.59M - $2.63M
|
10.8K
$243K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-186K- 12.52% |
$4.11M - $4.17M
|
1.3M
$29.1M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-836K- 96.35% |
$18.5M - $18.8M
|
31.7K
$710K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-947K- 66.82% |
$20.9M - $21.3M
|
470K
$10.6M
|