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 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1K+ 50.15% |
$24.9K - $25.4K
|
3.01K
$76.1K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1K+ 1.12% |
$24.8K - $25.3K
|
90.9K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$24.8K - $25.3K
|
1K
$25.3K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
997+ 6.12% |
$24.7K - $25.2K
|
17.3K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
988+ 5.32% |
$24.5K - $25K
|
19.6K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
986+ 7.97% |
$24.4K - $24.9K
|
13.4K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
934+ 2.21% |
$23.2K - $23.6K
|
43.3K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
890+ 3.03% |
$22.1K - $22.5K
|
30.3K
$766K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
885+ 2.02% |
$21.9K - $22.4K
|
44.7K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
805+ 8.28% |
$20K - $20.3K
|
10.5K
$266K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
795New |
$19.7K - $20.1K
|
795
$20.1K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
780+ 0.49% |
$19.3K - $19.7K
|
161K
$4.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
755+ 4.76% |
$18.7K - $19.1K
|
16.6K
$420K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
735New |
$18.2K - $18.6K
|
735
$18.6K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
604+ 1.33% |
$15K - $15.3K
|
46.1K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
520+ 2.0% |
$12.9K - $13.1K
|
26.6K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
506New |
$12.5K - $12.8K
|
506
$12.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
485+ 0.64% |
$12K - $12.3K
|
76.8K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
358+ 1.65% |
$8.87K - $9.04K
|
22.1K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
324New |
$8.03K - $8.18K
|
324
$8.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
279+ 0.6% |
$6.92K - $7.05K
|
46.7K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
180+ 3.63% |
$4.46K - $4.55K
|
5.14K
$130K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
155+ 0.76% |
$3.84K - $3.92K
|
20.6K
$522K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
154+ 0.39% |
$3.82K - $3.89K
|
39.8K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
125+ 1.47% |
$3.1K - $3.16K
|
8.64K
$219K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
115+ 1.13% |
$2.85K - $2.9K
|
10.3K
$260K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
64+ 0.76% |
$1.59K - $1.62K
|
8.51K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
61+ 0.76% |
$1.51K - $1.54K
|
8.11K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44+ 0.2% |
$1.09K - $1.11K
|
21.9K
$553K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
35+ 0.13% |
$868 - $884
|
26K
$657K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
33+ 0.2% |
$818 - $834
|
16.7K
$423K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.8% |
$149 - $152
|
760
$19.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5+ 1.21% |
$124 - $126
|
418
$10.6K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5+ 0.08% |
$124 - $126
|
6.16K
$156K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 0.7% |
$124 - $126
|
718
$18.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.67% |
$99.2 - $101
|
599
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.01% |
$49.6 - $50.5
|
16.1K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5- 0.01% |
$124 - $126
|
37K
$936K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-29- 0.3% |
$719 - $733
|
9.71K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-95- 0.98% |
$2.36K - $2.4K
|
9.61K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 16.67% |
$2.48K - $2.53K
|
500
$12.7K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-125- 0.21% |
$3.1K - $3.16K
|
60.7K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-161- 0.67% |
$3.99K - $4.07K
|
24K
$608K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 1.64% |
$4.96K - $5.05K
|
12K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-230- 8.49% |
$5.7K - $5.81K
|
2.48K
$62.7K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-354- 0.93% |
$8.78K - $8.94K
|
37.7K
$954K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-362- 0.62% |
$8.97K - $9.14K
|
58K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-380- 0.59% |
$9.42K - $9.6K
|
64.1K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-400- 3.45% |
$9.92K - $10.1K
|
11.2K
$283K
|