Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2030 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1K+ 37.63% |
$210K - $217K
|
40.5K
$795K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5KNew |
$200K - $207K
|
10.5K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.91K+ 8.3% |
$188K - $195K
|
129K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.08KNew |
$154K - $159K
|
8.08K
$159K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.75K+ 67.51% |
$147K - $152K
|
19.2K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.43K+ 19.81% |
$122K - $126K
|
38.9K
$763K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6.13KNew |
$117K - $121K
|
6.13K
$121K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.87K+ 4.28% |
$111K - $115K
|
143K
$2.81M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
5.16K+ 6.9% |
$98.1K - $101K
|
80K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.1K+ 5.59% |
$96.9K - $100K
|
96.4K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.55K+ 50.1% |
$86.5K - $89.5K
|
13.6K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.55K+ 44.68% |
$86.5K - $89.5K
|
14.7K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.47K+ 1.62% |
$85K - $87.9K
|
280K
$5.5M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.16K+ 5.64% |
$79K - $81.7K
|
77.9K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.04K+ 7.49% |
$57.7K - $59.7K
|
43.6K
$856K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.73K+ 52.3% |
$51.8K - $53.6K
|
7.94K
$156K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.65K+ 7.81% |
$50.3K - $52K
|
36.6K
$718K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.61K+ 713.66% |
$49.6K - $51.4K
|
2.98K
$58.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.54K+ 6.1% |
$48.2K - $49.9K
|
44.1K
$866K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.35K+ 12.69% |
$44.6K - $46.1K
|
20.8K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.2K+ 17.82% |
$41.8K - $43.3K
|
14.5K
$286K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.18K+ 5.28% |
$41.4K - $42.9K
|
43.5K
$854K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.08KNew |
$39.5K - $40.9K
|
2.08K
$40.9K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.99K+ 11.27% |
$37.8K - $39.2K
|
19.7K
$387K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.92K+ 78.9% |
$36.4K - $37.7K
|
4.35K
$85.5K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 2.26% |
$36.1K - $37.3K
|
85.8K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.66K+ 8.09% |
$31.4K - $32.5K
|
22.1K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.58K+ 73.22% |
$30.1K - $31.1K
|
3.75K
$73.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.56K+ 11.72% |
$29.7K - $30.7K
|
14.9K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.45K+ 362.5% |
$27.6K - $28.5K
|
1.85K
$36.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.02K+ 2.33% |
$19.5K - $20.1K
|
45K
$884K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
668+ 52.23% |
$12.7K - $13.1K
|
1.95K
$38.3K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
600+ 3.93% |
$11.4K - $11.8K
|
15.9K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
408New |
$7.75K - $8.02K
|
408
$8.02K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
355+ 0.42% |
$6.75K - $6.98K
|
85.8K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
316+ 1.62% |
$6K - $6.21K
|
19.8K
$389K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
88+ 0.37% |
$1.67K - $1.73K
|
24K
$471K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
37+ 0.27% |
$703 - $727
|
13.5K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14+ 0.64% |
$266 - $275
|
2.2K
$43.2K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12+ 0.05% |
$228 - $236
|
25.4K
$499K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
10+ 0.06% |
$190 - $197
|
18.1K
$355K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
6+ 0.72% |
$114 - $118
|
840
$16.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 0.64% |
$114 - $118
|
944
$18.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-19- 0.17% |
$361 - $374
|
10.9K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-150- 1.28% |
$2.85K - $2.95K
|
11.6K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.29K- 1.18% |
$24.5K - $25.3K
|
108K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.62KClosed |
$30.8K - $31.9K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.5K- 21.51% |
$47.5K - $49.2K
|
9.13K
$179K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-4.15K- 0.76% |
$78.8K - $81.5K
|
543K
$10.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.16K- 1.04% |
$79.1K - $81.8K
|
395K
$7.77M
|