Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBTM) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
937KNew |
$20.5M - $21.4M
|
937K
$21.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
359K+ 22.14% |
$7.87M - $8.22M
|
1.98M
$45.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
198KNew |
$4.33M - $4.52M
|
198K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
89K+ 132.21% |
$1.95M - $2.04M
|
156K
$3.56M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
80K+ 23.31% |
$1.75M - $1.83M
|
423K
$9.63M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
64.2KNew |
$1.41M - $1.47M
|
64.2K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.3K+ 36.77% |
$1.06M - $1.11M
|
180K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
40.8K+ 2.56% |
$894K - $933K
|
1.64M
$37.2M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
39KNew |
$855K - $893K
|
39K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
38.5KNew |
$844K - $881K
|
38.5K
$876K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
37.3K+ 34.21% |
$817K - $853K
|
146K
$3.33M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.8KNew |
$741K - $774K
|
33.8K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.4K+ 23.38% |
$710K - $741K
|
171K
$3.89M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
28.3K+ 26.66% |
$621K - $648K
|
135K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.4K+ 6.25% |
$513K - $535K
|
398K
$9.06M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 21.2% |
$450K - $470K
|
117K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18.6KNew |
$408K - $426K
|
18.6K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.6K+ 50.24% |
$364K - $380K
|
49.6K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 37.36% |
$355K - $370K
|
59.5K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.4K+ 8.38% |
$294K - $307K
|
173K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.1K+ 12.41% |
$265K - $276K
|
109K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.6KNew |
$254K - $265K
|
11.6K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11.2KNew |
$246K - $256K
|
11.2K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.6K+ 5.11% |
$232K - $242K
|
218K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10.2KNew |
$223K - $233K
|
10.2K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.58KNew |
$210K - $219K
|
9.58K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.81KNew |
$193K - $202K
|
8.81K
$201K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.44K+ 34.94% |
$163K - $170K
|
28.7K
$654K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.75K+ 40.15% |
$148K - $154K
|
23.5K
$536K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.97K+ 0.91% |
$65.2K - $68.1K
|
330K
$7.52M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2.37K+ 21.66% |
$51.8K - $54.1K
|
13.3K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.82K+ 3.88% |
$39.9K - $41.7K
|
48.8K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.75K+ 12.75% |
$38.4K - $40.1K
|
15.5K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.62K+ 10.6% |
$35.4K - $37K
|
16.9K
$384K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.27K+ 37.85% |
$27.9K - $29.2K
|
4.64K
$106K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.09K+ 74.42% |
$24K - $25K
|
2.56K
$58.4K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
973+ 4.63% |
$21.3K - $22.3K
|
22K
$500K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
615+ 0.36% |
$13.5K - $14.1K
|
174K
$3.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
600New |
$13.2K - $13.7K
|
600
$13.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
293+ 0.07% |
$6.42K - $6.71K
|
426K
$9.71M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
256+ 54.58% |
$5.61K - $5.86K
|
725
$16.5K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
249New |
$5.46K - $5.7K
|
249
$5.67K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
88+ 4.88% |
$1.93K - $2.01K
|
1.89K
$43.1K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
45+ 0.21% |
$986 - $1.03K
|
21.6K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39+ 0.18% |
$855 - $893
|
22K
$501K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11+ 0.17% |
$241 - $252
|
6.4K
$146K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.06% |
$197 - $206
|
15.4K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-56- 0.31% |
$1.23K - $1.28K
|
18K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-644- 6.8% |
$14.1K - $14.7K
|
8.82K
$201K
|