Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 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
|
- |
742KNew |
$16.1M - $16.5M
|
742K
$16.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
108K+ 6572.26% |
$2.35M - $2.4M
|
109K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
68.4K+ 63.34% |
$1.49M - $1.52M
|
177K
$3.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
68.1K+ 47.93% |
$1.48M - $1.51M
|
210K
$4.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
57.7KNew |
$1.26M - $1.28M
|
57.7K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
55.3K+ 14.53% |
$1.2M - $1.23M
|
436K
$9.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
55.2K+ 343.71% |
$1.2M - $1.23M
|
71.3K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
50K+ 4.61% |
$1.09M - $1.11M
|
1.13M
$25.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
49.5K+ 35.08% |
$1.08M - $1.1M
|
190K
$4.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.9K+ 41.17% |
$933K - $954K
|
147K
$3.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
39.6K+ 16.66% |
$861K - $880K
|
277K
$6.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
29.4K+ 9.91% |
$640K - $654K
|
326K
$7.26M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
26.8K+ 5.92% |
$583K - $596K
|
479K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26.7KNew |
$581K - $594K
|
26.7K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
24.9K+ 180.3% |
$541K - $553K
|
38.7K
$861K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
22.2K+ 4.74% |
$483K - $494K
|
490K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
18.4K+ 16.04% |
$401K - $410K
|
133K
$2.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14K+ 9.35% |
$306K - $312K
|
164K
$3.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
12K+ 2.46% |
$261K - $266K
|
499K
$11.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.02KNew |
$196K - $201K
|
9.02K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
9KNew |
$196K - $200K
|
9K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.89K+ 2.67% |
$128K - $131K
|
227K
$5.05M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5.35KNew |
$116K - $119K
|
5.35K
$119K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
5.29K+ 29.46% |
$115K - $118K
|
23.3K
$518K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.6K+ 30.95% |
$100K - $102K
|
19.5K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.24K+ 8.02% |
$70.6K - $72.2K
|
43.7K
$973K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.83K+ 13.64% |
$39.8K - $40.7K
|
15.2K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.69K+ 72.54% |
$36.8K - $37.6K
|
4.02K
$89.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.64K+ 2.3% |
$35.6K - $36.4K
|
72.7K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.49K+ 4.05% |
$32.5K - $33.2K
|
38.4K
$855K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.07K+ 8.1% |
$23.3K - $23.8K
|
14.3K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
382+ 2.02% |
$8.32K - $8.5K
|
19.3K
$430K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
27+ 0.26% |
$588 - $601
|
10.6K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
18+ 0.18% |
$392 - $401
|
9.91K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-278- 48.26% |
$6.05K - $6.19K
|
298
$6.64K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-171K- 28.09% |
$3.73M - $3.81M
|
439K
$9.77M
|