Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) 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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172K+ 9.79% |
$4.31M - $4.36M
|
1.93M
$48.7M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
119K+ 239.98% |
$2.99M - $3.02M
|
169K
$4.26M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
104K+ 1541.46% |
$2.6M - $2.63M
|
110K
$2.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
85.6K+ 36.43% |
$2.15M - $2.17M
|
321K
$8.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
62.8K+ 9.11% |
$1.58M - $1.6M
|
753K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.4KNew |
$1.54M - $1.56M
|
61.4K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.2K+ 14.92% |
$1.38M - $1.4M
|
425K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.8K+ 75.22% |
$1.2M - $1.21M
|
111K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
45.5KNew |
$1.14M - $1.15M
|
45.5K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43K+ 19.91% |
$1.08M - $1.09M
|
259K
$6.54M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
42.2K+ 17.58% |
$1.06M - $1.07M
|
282K
$7.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41.1KNew |
$1.03M - $1.04M
|
41.1K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.4K+ 5.64% |
$938K - $950K
|
701K
$17.7M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
33.5K+ 11.19% |
$840K - $851K
|
333K
$8.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.5K+ 101.37% |
$766K - $775K
|
60.7K
$1.53M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
24.1K+ 41.58% |
$605K - $613K
|
82.1K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.2KNew |
$557K - $564K
|
22.2K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.1KNew |
$529K - $536K
|
21.1K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19.4K+ 21.95% |
$486K - $492K
|
108K
$2.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17.7K+ 7.51% |
$443K - $448K
|
253K
$6.39M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17K+ 18.86% |
$426K - $432K
|
107K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
13.8KNew |
$346K - $350K
|
13.8K
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
13.5KNew |
$339K - $344K
|
13.5K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.5KNew |
$312K - $316K
|
12.5K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$292K - $296K
|
11.6K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
11.3KNew |
$282K - $286K
|
11.3K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.3K+ 12.3% |
$258K - $261K
|
93.9K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.66K+ 5.93% |
$242K - $245K
|
173K
$4.36M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.51K+ 9.72% |
$238K - $241K
|
107K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8.89K+ 22.58% |
$223K - $226K
|
48.3K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.54KNew |
$214K - $217K
|
8.54K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.18K+ 11.08% |
$205K - $208K
|
82K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
8.13K+ 15.14% |
$204K - $206K
|
61.8K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.06KNew |
$202K - $205K
|
8.06K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.84K+ 9.68% |
$197K - $199K
|
88.8K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.49K+ 2.1% |
$188K - $190K
|
364K
$9.21M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
7.46K+ 328.36% |
$187K - $189K
|
9.73K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.39K+ 44.51% |
$185K - $188K
|
24K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.95K+ 51.78% |
$174K - $176K
|
20.4K
$514K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
5.93KNew |
$149K - $151K
|
5.93K
$150K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.11K+ 6.56% |
$128K - $130K
|
83K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.03K+ 27.4% |
$126K - $128K
|
23.4K
$591K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
4.36K+ 10.08% |
$109K - $111K
|
47.6K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.22K+ 25.85% |
$106K - $107K
|
20.6K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.02K+ 31.66% |
$101K - $102K
|
16.7K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4K+ 5.13% |
$100K - $102K
|
81.9K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4K+ 26.39% |
$100K - $102K
|
19.2K
$484K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.95K+ 40.4% |
$99.1K - $100K
|
13.7K
$347K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.64K+ 12.36% |
$91.3K - $92.4K
|
33.1K
$836K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.85K+ 1.94% |
$71.5K - $72.4K
|
150K
$3.79M
|