Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2031 Ter (IBTL)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBTL) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2031 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.67MNew |
$32.6M - $33.9M
|
1.67M
$33.8M
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
327KNew |
$6.39M - $6.65M
|
327K
$6.63M
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
307KNew |
$6M - $6.24M
|
307K
$6.22M
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
162K+ 132.91% |
$3.17M - $3.3M
|
285K
$5.77M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
159K+ 25.11% |
$3.1M - $3.22M
|
790K
$16M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
127K+ 1046.71% |
$2.49M - $2.59M
|
140K
$2.83M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
119K+ 6691.11% |
$2.32M - $2.42M
|
121K
$2.45M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
98.8K+ 651.34% |
$1.93M - $2.01M
|
114K
$2.31M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95K+ 4.49% |
$1.86M - $1.93M
|
2.21M
$44.9M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
91K+ 48.46% |
$1.78M - $1.85M
|
279K
$5.65M
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
86.2K+ 17.58% |
$1.69M - $1.75M
|
576K
$11.7M
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
71.7KNew |
$1.4M - $1.46M
|
71.7K
$1.45M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
70K+ 41.63% |
$1.37M - $1.42M
|
238K
$4.83M
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
69.4KNew |
$1.36M - $1.41M
|
69.4K
$1.41M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
65.6KNew |
$1.28M - $1.33M
|
65.6K
$1.33M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.8K+ 175.1% |
$1.13M - $1.17M
|
90.8K
$1.84M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
56.6K+ 65.38% |
$1.11M - $1.15M
|
143K
$2.9M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.4KNew |
$1.02M - $1.06M
|
52.4K
$1.06M
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
49.5K+ 427.91% |
$967K - $1.01M
|
61K
$1.24M
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
49K+ 161.65% |
$958K - $997K
|
79.3K
$1.61M
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
45.6K+ 40.12% |
$892K - $927K
|
159K
$3.23M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
33.5K+ 9.8% |
$654K - $680K
|
375K
$7.6M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.6K+ 35.12% |
$637K - $662K
|
125K
$2.54M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32KNew |
$625K - $650K
|
32K
$648K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.9K+ 21.72% |
$624K - $649K
|
179K
$3.62M
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
31.8K+ 26.71% |
$623K - $647K
|
151K
$3.06M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.1K+ 7.81% |
$569K - $592K
|
402K
$8.14M
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
26.8K+ 12.74% |
$524K - $545K
|
237K
$4.81M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
26.4K+ 341.34% |
$515K - $536K
|
34.1K
$691K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.2KNew |
$513K - $534K
|
26.2K
$532K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
22.7K+ 35.99% |
$444K - $461K
|
85.7K
$1.74M
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
21.1K+ 14.16% |
$413K - $429K
|
170K
$3.45M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20.4KNew |
$399K - $415K
|
20.4K
$414K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$310K - $322K
|
15.8K
$321K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.2K+ 48.69% |
$258K - $268K
|
40.3K
$817K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.9KNew |
$253K - $263K
|
12.9K
$262K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 14.24% |
$231K - $240K
|
94.7K
$1.92M
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
11.4KNew |
$224K - $233K
|
11.4K
$232K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.8K+ 0.62% |
$212K - $220K
|
1.76M
$35.6M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.7KNew |
$210K - $218K
|
10.7K
$218K
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10.3KNew |
$201K - $209K
|
10.3K
$209K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10K+ 365.84% |
$196K - $203K
|
12.7K
$258K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.55K+ 1.85% |
$187K - $194K
|
527K
$10.7M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.06K+ 10.63% |
$177K - $184K
|
94.4K
$1.91M
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8.6K+ 16.24% |
$168K - $175K
|
61.5K
$1.25M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.6KNew |
$168K - $175K
|
8.6K
$174K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.76K+ 36.67% |
$152K - $158K
|
28.9K
$586K
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.7K+ 62.77% |
$151K - $157K
|
20K
$405K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.99K+ 26.7% |
$137K - $142K
|
33.2K
$672K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.04K+ 18.76% |
$118K - $123K
|
38.2K
$775K
|