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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-700- 1.91% |
$15.3K - $16K
|
35.9K
$817K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-955- 2.72% |
$20.9K - $21.9K
|
34.1K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.13K- 3.05% |
$24.7K - $25.8K
|
35.7K
$813K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.57K- 1.7% |
$34.5K - $36K
|
90.9K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.9K- 9.48% |
$41.6K - $43.5K
|
18.1K
$413K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-2.35K- 5.84% |
$51.4K - $53.7K
|
37.9K
$862K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-14.6K- 12.98% |
$321K - $335K
|
98.1K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.3K- 48.66% |
$533K - $557K
|
25.7K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40K- 53.96% |
$878K - $917K
|
34.2K
$778K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-41.1K- 20.54% |
$901K - $940K
|
159K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-493K- 59.02% |
$10.8M - $11.3M
|
342K
$7.79M
|