Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
50K+ 5.88% |
$1.24M - $1.26M
|
900K
$22.8M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
49.8KNew |
$1.23M - $1.26M
|
49.8K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
49.6KNew |
$1.23M - $1.25M
|
49.6K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49.2K+ 6.93% |
$1.22M - $1.24M
|
759K
$19.2M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46.8KNew |
$1.16M - $1.18M
|
46.8K
$1.18M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
43.5K+ 13.64% |
$1.08M - $1.1M
|
363K
$9.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
42.9K+ 108.89% |
$1.06M - $1.08M
|
82.3K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
40KNew |
$992K - $1.01M
|
40K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.5K+ 35.84% |
$930K - $947K
|
142K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
35.8K+ 36.93% |
$886K - $903K
|
133K
$3.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
34.2K+ 15.18% |
$849K - $865K
|
260K
$6.57M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
34.1K+ 9.1% |
$846K - $862K
|
409K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
33.4K+ 16.75% |
$828K - $843K
|
233K
$5.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
33.1K+ 237.03% |
$819K - $835K
|
47K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
32.2K+ 233.93% |
$799K - $814K
|
46K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
32K+ 77.55% |
$792K - $807K
|
73.2K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
30.8KNew |
$764K - $779K
|
30.8K
$780K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
29.1K+ 3.14% |
$722K - $736K
|
956K
$24.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
28.1K+ 20.18% |
$697K - $710K
|
167K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.9K+ 11.03% |
$692K - $705K
|
281K
$7.11M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
27.8KNew |
$689K - $702K
|
27.8K
$703K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
26.3K+ 2089.14% |
$653K - $665K
|
27.6K
$698K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25K+ 12.69% |
$619K - $630K
|
222K
$5.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
24.6K+ 24.45% |
$610K - $622K
|
125K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.4K+ 6.27% |
$605K - $616K
|
414K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
23.7K+ 7.17% |
$588K - $599K
|
355K
$8.97M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.6K+ 5.06% |
$586K - $597K
|
490K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
23.6K+ 15.4% |
$585K - $596K
|
177K
$4.48M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.7K+ 3.37% |
$564K - $574K
|
696K
$17.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
21.8K+ 18.31% |
$540K - $551K
|
141K
$3.56M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
21.1K+ 180.66% |
$522K - $532K
|
32.7K
$828K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.1K+ 19.52% |
$522K - $532K
|
129K
$3.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
21K+ 32.7% |
$522K - $532K
|
85.4K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
20.3K+ 120.26% |
$503K - $512K
|
37.1K
$940K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20.2K+ 93.53% |
$501K - $511K
|
41.8K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20.2K+ 13.07% |
$501K - $510K
|
175K
$4.42M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
19.8K+ 2.28% |
$491K - $500K
|
889K
$22.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
19.8K+ 13.2% |
$490K - $500K
|
170K
$4.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
18.7K+ 9.28% |
$464K - $472K
|
220K
$5.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
17.7K+ 19.96% |
$440K - $448K
|
107K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.3K+ 22.54% |
$430K - $438K
|
94.2K
$2.38M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
17.3K+ 11.9% |
$428K - $436K
|
162K
$4.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17.2K+ 7.82% |
$427K - $435K
|
237K
$6.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
16.9K+ 31.28% |
$420K - $428K
|
71.1K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.3KNew |
$405K - $413K
|
16.3K
$413K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 22.68% |
$402K - $410K
|
87.7K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
16.2K+ 38.82% |
$400K - $408K
|
57.8K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
16K+ 1.44% |
$397K - $404K
|
1.13M
$28.5M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.7KNew |
$389K - $397K
|
15.7K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.6K+ 3.27% |
$362K - $369K
|
461K
$11.7M
|