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 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-421- 3.53% |
$10.4K - $10.6K
|
11.5K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-465- 2.16% |
$11.5K - $11.7K
|
21K
$532K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-531- 2.58% |
$13.2K - $13.4K
|
20K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-786- 12.74% |
$19.5K - $19.9K
|
5.38K
$136K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-865- 1.63% |
$21.4K - $21.8K
|
52.3K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.03K- 60.0% |
$25.4K - $25.9K
|
684
$17.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.08K- 0.29% |
$26.7K - $27.2K
|
369K
$9.33M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.15K- 2.36% |
$28.6K - $29.1K
|
47.8K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.21K- 1.34% |
$30K - $30.6K
|
89.3K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 3.73% |
$33.7K - $34.3K
|
35.1K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.68K- 4.6% |
$41.7K - $42.5K
|
34.9K
$882K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.1K- 9.2% |
$52K - $53K
|
20.7K
$524K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.11K- 14.15% |
$52.3K - $53.3K
|
12.8K
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.11K- 12.74% |
$52.4K - $53.4K
|
14.5K
$366K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.23K- 14.89% |
$55.2K - $56.2K
|
12.7K
$322K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.24K- 15.27% |
$55.6K - $56.7K
|
12.4K
$315K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.59K- 50.49% |
$64.2K - $65.4K
|
2.54K
$64.3K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.79K- 25.94% |
$69.2K - $70.5K
|
7.96K
$201K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.19K- 5.88% |
$79.2K - $80.7K
|
51.1K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.34K- 5.47% |
$82.9K - $84.5K
|
57.8K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.8K- 1.83% |
$94.2K - $96K
|
203K
$5.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4.5K- 2.93% |
$112K - $114K
|
149K
$3.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.9K- 22.32% |
$121K - $124K
|
17K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.3K- 0.91% |
$131K - $134K
|
578K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.39K- 3.16% |
$134K - $136K
|
165K
$4.18M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5.82K- 68.66% |
$144K - $147K
|
2.65K
$67.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.88K- 58.8% |
$171K - $174K
|
4.82K
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.45K- 0.98% |
$209K - $213K
|
852K
$21.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.87K- 5.07% |
$245K - $249K
|
185K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.91K- 4.18% |
$246K - $250K
|
227K
$5.75M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-10.2K- 11.05% |
$253K - $258K
|
82.1K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-10.5K- 7.34% |
$260K - $265K
|
132K
$3.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.6K- 4.5% |
$263K - $268K
|
226K
$5.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-11.7K- 9.77% |
$291K - $297K
|
108K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-12.7K- 35.28% |
$315K - $321K
|
23.3K
$590K
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-13.5K- 12.4% |
$334K - $340K
|
95.2K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-15.3K- 27.77% |
$380K - $388K
|
39.9K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-21.2K- 41.69% |
$526K - $536K
|
29.7K
$751K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-22.1K- 40.89% |
$549K - $559K
|
32K
$809K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23K- 15.31% |
$570K - $581K
|
127K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.4K- 38.55% |
$1.05M - $1.07M
|
67.6K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-58.4K- 23.74% |
$1.45M - $1.48M
|
188K
$4.75M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-69.8K- 22.74% |
$1.73M - $1.76M
|
237K
$6M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-155K- 47.67% |
$3.83M - $3.9M
|
170K
$4.29M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-346K- 84.35% |
$8.57M - $8.73M
|
64.2K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-523K- 81.25% |
$13M - $13.2M
|
121K
$3.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.05M- 96.04% |
$100M - $102M
|
167K
$4.22M
|