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 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.55K+ 6.29% |
$88.9K - $92.4K
|
76.8K
$1.56M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.25KNew |
$83.1K - $86.4K
|
4.25K
$86.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.03K+ 169.77% |
$78.8K - $82K
|
6.41K
$130K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.45K+ 17.46% |
$67.4K - $70.1K
|
23.2K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.41K+ 0.86% |
$47.1K - $48.9K
|
283K
$5.74M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.24K+ 10.06% |
$43.8K - $45.5K
|
24.5K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.91K+ 74.97% |
$37.2K - $38.7K
|
4.45K
$90.1K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.89K+ 1.26% |
$37K - $38.5K
|
153K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
879+ 0.35% |
$17.2K - $17.9K
|
250K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
822+ 3.22% |
$16.1K - $16.7K
|
26.4K
$535K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
638+ 1450.0% |
$12.5K - $13K
|
682
$13.8K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
280New |
$5.47K - $5.69K
|
280
$5.68K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
278+ 78.53% |
$5.43K - $5.65K
|
632
$12.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
36+ 0.27% |
$704 - $732
|
13.2K
$268K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
10+ 0.06% |
$196 - $203
|
17.4K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$58.7 - $61
|
19.3K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10- 50.0% |
$196 - $203
|
10
$203
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-53- 0.48% |
$1.04K - $1.08K
|
11K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-323- 94.17% |
$6.31K - $6.57K
|
20
$405
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-963- 3.27% |
$18.8K - $19.6K
|
28.5K
$578K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.24K- 1.2% |
$24.3K - $25.3K
|
103K
$2.08M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.6K- 16.42% |
$50.8K - $52.9K
|
13.2K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.41K- 7.78% |
$86.1K - $89.6K
|
52.2K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.17K- 10.8% |
$101K - $105K
|
42.7K
$866K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.7K- 13.75% |
$405K - $421K
|
130K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-108K- 78.28% |
$2.1M - $2.19M
|
29.8K
$605K
|