Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
138K+ 7.89% |
$3.51M - $3.53M
|
1.89M
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
135K+ 91.75% |
$3.44M - $3.46M
|
282K
$7.22M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
62.2K+ 3121.59% |
$1.58M - $1.59M
|
64.2K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.8K+ 14.73% |
$1.27M - $1.27M
|
388K
$9.92M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
43.1KNew |
$1.1M - $1.1M
|
43.1K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
41KNew |
$1.04M - $1.05M
|
41K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
36.7K+ 11.13% |
$934K - $939K
|
366K
$9.37M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.3K+ 438.8% |
$924K - $929K
|
44.6K
$1.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
30.3K+ 47.07% |
$771K - $776K
|
94.7K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
27.6K+ 23.66% |
$703K - $707K
|
144K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.5K+ 6.74% |
$523K - $526K
|
325K
$8.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20.1K+ 15.24% |
$512K - $515K
|
152K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.8K+ 17.68% |
$478K - $481K
|
125K
$3.2M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
16.8K+ 11.98% |
$429K - $431K
|
157K
$4.03M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16.7K+ 18.27% |
$425K - $428K
|
108K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
16.3K+ 9.88% |
$416K - $418K
|
182K
$4.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15.7K+ 133.1% |
$399K - $401K
|
27.5K
$702K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$389K - $391K
|
15.3K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3KNew |
$363K - $365K
|
14.3K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 9.54% |
$340K - $342K
|
154K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
11.7KNew |
$299K - $300K
|
11.7K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
11.1K+ 32.51% |
$281K - $283K
|
45.1K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8K+ 51.35% |
$276K - $278K
|
32K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$264K - $266K
|
10.4K
$265K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1K+ 1.81% |
$258K - $259K
|
570K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.87K+ 21.99% |
$251K - $253K
|
54.8K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9K+ 3.5% |
$229K - $230K
|
266K
$6.81M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
8.83KNew |
$225K - $226K
|
8.83K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.8K+ 127.54% |
$224K - $225K
|
15.7K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.79K+ 9.12% |
$224K - $225K
|
105K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.47KNew |
$216K - $217K
|
8.47K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
7.25K+ 2.47% |
$185K - $186K
|
301K
$7.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.8K+ 81.38% |
$173K - $174K
|
15.2K
$388K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
6.35K+ 283.48% |
$162K - $163K
|
8.59K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6.29KNew |
$160K - $161K
|
6.29K
$161K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.19K+ 9.23% |
$158K - $159K
|
73.3K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.18K+ 1.27% |
$157K - $158K
|
493K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6K+ 36.72% |
$153K - $154K
|
22.3K
$571K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
5.8K+ 11.36% |
$148K - $148K
|
56.9K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
5.37K+ 11.32% |
$137K - $137K
|
52.8K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.19K+ 21.82% |
$107K - $107K
|
23.4K
$598K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.12K+ 11.51% |
$105K - $105K
|
39.9K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.93K+ 40.12% |
$99.9K - $100K
|
13.7K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.79K+ 8.47% |
$96.5K - $97.1K
|
48.6K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.69K+ 31.28% |
$93.9K - $94.5K
|
15.5K
$396K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.67K+ 8.58% |
$93.4K - $94K
|
46.4K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.94K+ 1.26% |
$74.8K - $75.3K
|
237K
$6.06M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.58K+ 5.63% |
$65.6K - $65.9K
|
48.3K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.54K+ 3.51% |
$64.7K - $65.1K
|
75K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.6K+ 1.69% |
$40.6K - $40.8K
|
95.8K
$2.45M
|