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 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.4K+ 7.95% |
$134K - $136K
|
73.4K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.79K+ 40.08% |
$119K - $121K
|
16.7K
$423K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.73K+ 4.27% |
$117K - $120K
|
116K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.65K+ 4.9% |
$115K - $117K
|
99.5K
$2.52M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.57K+ 23.96% |
$113K - $116K
|
23.7K
$599K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
4.34K+ 21.04% |
$108K - $110K
|
25K
$632K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.28K+ 14.95% |
$106K - $108K
|
32.9K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.23KNew |
$105K - $107K
|
4.23K
$107K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.1K+ 15.56% |
$102K - $103K
|
30.4K
$769K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.08K+ 2.27% |
$101K - $103K
|
184K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.03K+ 3.01% |
$99.9K - $102K
|
138K
$3.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.01K+ 196.47% |
$99.4K - $101K
|
6.05K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4K+ 41.88% |
$99.2K - $101K
|
13.6K
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
3.87K+ 1.84% |
$96K - $97.8K
|
214K
$5.42M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.86K+ 2.19% |
$95.7K - $97.5K
|
180K
$4.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.85K+ 4.58% |
$95.5K - $97.4K
|
88.1K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.85K+ 146.98% |
$95.5K - $97.3K
|
6.47K
$164K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.59K+ 2.76% |
$88.9K - $90.6K
|
133K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
3.56K+ 23.64% |
$88.3K - $90K
|
18.6K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.48K+ 19.55% |
$86.2K - $87.9K
|
21.3K
$538K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.45K+ 14.33% |
$85.4K - $87K
|
27.5K
$695K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.4K+ 5.76% |
$84.3K - $85.9K
|
62.4K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
3.25K+ 3.24% |
$80.6K - $82.1K
|
104K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.15K+ 1.08% |
$78K - $79.5K
|
295K
$7.46M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.08K+ 1.05% |
$76.3K - $77.8K
|
297K
$7.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.91K+ 7.46% |
$72.1K - $73.5K
|
41.9K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.84K+ 12.98% |
$70.5K - $71.8K
|
24.8K
$626K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.81K+ 14.68% |
$69.6K - $70.9K
|
21.9K
$555K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2.77K+ 7.08% |
$68.7K - $70K
|
41.9K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
2.73K+ 0.48% |
$67.7K - $69K
|
566K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.6K+ 14.5% |
$64.5K - $65.7K
|
20.5K
$520K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.48K+ 28.67% |
$61.6K - $62.7K
|
11.1K
$282K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.27K+ 1.86% |
$56.2K - $57.3K
|
124K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.03K+ 3.5% |
$50.3K - $51.3K
|
59.9K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2K+ 8.07% |
$49.6K - $50.5K
|
26.8K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.8K+ 3.37% |
$44.7K - $45.5K
|
55.2K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.62K+ 3.75% |
$40K - $40.8K
|
44.7K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$39.4K - $40.2K
|
1.59K
$40.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.48K+ 4.38% |
$36.7K - $37.4K
|
35.3K
$893K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.43KNew |
$35.4K - $36.1K
|
1.43K
$36.2K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.33K+ 3.71% |
$33K - $33.7K
|
37.3K
$943K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.27K+ 15.12% |
$31.4K - $32K
|
9.63K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.26K+ 7.1% |
$31.1K - $31.7K
|
19K
$479K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.23K+ 73.28% |
$30.6K - $31.2K
|
2.92K
$73.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.23K+ 9.1% |
$30.6K - $31.1K
|
14.8K
$374K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.23K+ 0.85% |
$30.4K - $31K
|
145K
$3.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.21K+ 0.88% |
$30.1K - $30.7K
|
139K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.17K+ 5.49% |
$29K - $29.6K
|
22.5K
$568K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.1KNew |
$27.1K - $27.7K
|
1.1K
$27.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 2.28% |
$25K - $25.5K
|
45.1K
$1.14M
|