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 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.59K- 0.96% |
$66K - $66.4K
|
269K
$6.88M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.77K- 8.27% |
$70.5K - $70.9K
|
30.7K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.82K- 16.68% |
$71.8K - $72.2K
|
14.1K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.99K- 4.89% |
$76.2K - $76.6K
|
58.2K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3.01K- 24.84% |
$76.5K - $77K
|
9.09K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.22K- 5.69% |
$81.9K - $82.4K
|
53.4K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.86K- 81.37% |
$98.1K - $98.7K
|
883
$22.6K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.96K- 5.75% |
$101K - $101K
|
64.9K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-4.25K- 9.62% |
$108K - $109K
|
39.9K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.48K- 18.0% |
$114K - $115K
|
20.4K
$521K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.6K- 15.18% |
$117K - $118K
|
25.7K
$657K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.57K- 15.81% |
$142K - $143K
|
29.7K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6.35K- 37.26% |
$162K - $163K
|
10.7K
$273K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.47K- 1.84% |
$165K - $166K
|
345K
$8.82M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.33K- 0.85% |
$186K - $188K
|
859K
$22M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.71K- 4.54% |
$196K - $197K
|
162K
$4.14M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.88K- 0.91% |
$201K - $202K
|
855K
$21.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11.1K- 6.43% |
$283K - $285K
|
162K
$4.14M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 8.91% |
$285K - $287K
|
115K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.6K- 36.27% |
$296K - $298K
|
20.4K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.7K- 26.38% |
$297K - $299K
|
32.6K
$834K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-21.2K- 32.86% |
$540K - $543K
|
43.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.5K- 3.04% |
$548K - $552K
|
688K
$17.6M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-23.3K- 3.27% |
$592K - $595K
|
688K
$17.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-31.7K- 71.79% |
$806K - $811K
|
12.5K
$318K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-62K- 96.66% |
$1.58M - $1.59M
|
2.14K
$54.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-75.5K- 7.96% |
$1.92M - $1.93M
|
874K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-83.9K- 22.72% |
$2.13M - $2.15M
|
285K
$7.3M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-94.6K- 15.18% |
$2.41M - $2.42M
|
528K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-162K- 50.54% |
$4.12M - $4.14M
|
158K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-185K- 28.27% |
$4.7M - $4.73M
|
469K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-268K- 91.84% |
$6.82M - $6.86M
|
23.8K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-321K- 86.81% |
$8.16M - $8.21M
|
48.7K
$1.25M
|