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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.42K+ 2.53% |
$36.1K - $36.3K
|
57.4K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.41K+ 0.44% |
$36K - $36.2K
|
325K
$8.32M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.31K+ 13.13% |
$33.4K - $33.6K
|
11.3K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.12K+ 3.67% |
$28.6K - $28.7K
|
31.8K
$813K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
1.08K+ 128.33% |
$27.4K - $27.6K
|
1.92K
$49.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 2.17% |
$26.5K - $26.6K
|
49K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.04K+ 12.93% |
$26.4K - $26.5K
|
9.06K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
981+ 9.33% |
$25K - $25.1K
|
11.5K
$294K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
924+ 1.36% |
$23.5K - $23.7K
|
68.8K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
922+ 13.86% |
$23.5K - $23.6K
|
7.57K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
906+ 2.05% |
$23.1K - $23.2K
|
45K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
788+ 4.22% |
$20.1K - $20.2K
|
19.4K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
786+ 3.64% |
$20K - $20.1K
|
22.4K
$573K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
579+ 2.77% |
$14.7K - $14.8K
|
21.5K
$550K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
496+ 15.7% |
$12.6K - $12.7K
|
3.66K
$93.5K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
481+ 1.11% |
$12.2K - $12.3K
|
43.9K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
302+ 2.1% |
$7.69K - $7.73K
|
14.7K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
230+ 1.34% |
$5.85K - $5.89K
|
17.4K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
163+ 0.39% |
$4.15K - $4.17K
|
41.8K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91+ 4.68% |
$2.32K - $2.33K
|
2.03K
$52K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
78+ 0.2% |
$1.99K - $2K
|
39.4K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
47+ 0.59% |
$1.2K - $1.2K
|
8.08K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
40+ 0.4% |
$1.02K - $1.02K
|
10.2K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
32+ 0.4% |
$814 - $819
|
8.08K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30+ 0.07% |
$764 - $768
|
44.3K
$1.13M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10+ 0.11% |
$255 - $256
|
8.84K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.27% |
$25.5 - $25.6
|
368
$9.41K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1- 0.01% |
$25.5 - $25.6
|
8.45K
$216K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8- 0.05% |
$204 - $205
|
15.8K
$404K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-11- 0.01% |
$280 - $282
|
75.5K
$1.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17- 0.13% |
$433 - $435
|
13.2K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-156- 1.65% |
$3.97K - $3.99K
|
9.31K
$238K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-192- 0.97% |
$4.89K - $4.92K
|
19.6K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-389- 5.36% |
$9.9K - $9.96K
|
6.87K
$176K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-459- 0.78% |
$11.7K - $11.8K
|
58.7K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-460- 3.07% |
$11.7K - $11.8K
|
14.5K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-482- 4.11% |
$12.3K - $12.3K
|
11.3K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-502- 1.19% |
$12.8K - $12.9K
|
41.8K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-600- 6.9% |
$15.3K - $15.4K
|
8.09K
$207K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-641- 9.95% |
$16.3K - $16.4K
|
5.8K
$148K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-750- 20.52% |
$19.1K - $19.2K
|
2.91K
$74.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-951- 6.32% |
$24.2K - $24.3K
|
14.1K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-963- 2.07% |
$24.5K - $24.7K
|
45.7K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.06K- 6.44% |
$27K - $27.1K
|
15.4K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 8.69% |
$28K - $28.2K
|
11.6K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-1.54K- 10.25% |
$39.1K - $39.4K
|
13.5K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.93K- 5.86% |
$49.1K - $49.4K
|
31K
$792K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.4K- 19.35% |
$61.1K - $61.4K
|
10K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.43K- 6.0% |
$61.8K - $62.2K
|
38.1K
$973K
|