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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
14.3KNew |
$354K - $361K
|
14.3K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
14.1K+ 25.25% |
$351K - $357K
|
70.2K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
14K+ 21.79% |
$346K - $353K
|
78K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
13.4K+ 11.64% |
$333K - $340K
|
129K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.9K+ 8.91% |
$321K - $327K
|
158K
$4M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
12.3K+ 2.69% |
$305K - $311K
|
471K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
11.9K+ 10.7% |
$295K - $300K
|
123K
$3.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.8K+ 3.68% |
$294K - $299K
|
334K
$8.46M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.8K+ 29.35% |
$292K - $297K
|
51.9K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
11.7K+ 20.62% |
$291K - $297K
|
68.7K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
11.6K+ 1.07% |
$289K - $294K
|
1.1M
$27.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.6KNew |
$287K - $292K
|
11.6K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11.5K+ 90.35% |
$286K - $291K
|
24.3K
$615K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.5KNew |
$285K - $290K
|
11.5K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
11.5KNew |
$285K - $290K
|
11.5K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
11.3KNew |
$280K - $285K
|
11.3K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
11.1K+ 4.89% |
$275K - $280K
|
238K
$6.02M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 14.69% |
$269K - $274K
|
84.7K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.5K+ 21.42% |
$261K - $266K
|
59.7K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10.5KNew |
$261K - $265K
|
10.5K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4K+ 5.4% |
$257K - $261K
|
202K
$5.11M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
10.2K+ 17.98% |
$253K - $258K
|
67.1K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
10K+ 15.57% |
$248K - $253K
|
74.4K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
9.96KNew |
$247K - $252K
|
9.96K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.75K+ 4.64% |
$242K - $246K
|
220K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.56KNew |
$237K - $241K
|
9.56K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.53KNew |
$236K - $241K
|
9.53K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.35K+ 24.32% |
$232K - $236K
|
47.8K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
9.34K+ 3.74% |
$231K - $236K
|
259K
$6.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.83K+ 86.13% |
$219K - $223K
|
19.1K
$483K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.64KNew |
$214K - $218K
|
8.64K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.49K+ 6.15% |
$210K - $214K
|
146K
$3.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8.4K+ 18.23% |
$208K - $212K
|
54.5K
$1.38M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
8.32K+ 10.93% |
$206K - $210K
|
84.5K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.11K+ 90.52% |
$201K - $205K
|
17.1K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
8.06KNew |
$200K - $204K
|
8.06K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.01KNew |
$199K - $202K
|
8.01K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
7.65K+ 5.32% |
$190K - $193K
|
151K
$3.83M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.13K+ 64.42% |
$177K - $180K
|
18.2K
$460K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.99K+ 4.75% |
$173K - $176K
|
154K
$3.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.88K+ 5.27% |
$171K - $174K
|
137K
$3.47M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.66K+ 20.32% |
$165K - $168K
|
39.4K
$997K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.4K+ 6.68% |
$159K - $162K
|
102K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.23K+ 1.05% |
$154K - $157K
|
599K
$15.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.14K+ 9.33% |
$152K - $155K
|
71.9K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
6.01K+ 5.12% |
$149K - $152K
|
123K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.8K+ 26.8% |
$144K - $146K
|
27.4K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.62K+ 2.06% |
$139K - $142K
|
278K
$7.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
5.53K+ 3.05% |
$137K - $140K
|
187K
$4.73M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.41K+ 7.36% |
$134K - $137K
|
78.8K
$1.99M
|