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 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.79K+ 25.01% |
$69.9K - $70.8K
|
13.9K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.62K+ 5.33% |
$65.7K - $66.5K
|
51.8K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.6K+ 6.1% |
$65.3K - $66.1K
|
45.3K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.58K+ 2.41% |
$64.6K - $65.4K
|
109K
$2.76M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.44K+ 5.99% |
$61.3K - $62K
|
43.2K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.28K+ 7.5% |
$57.2K - $57.9K
|
32.7K
$825K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.14K+ 7.29% |
$53.7K - $54.4K
|
31.5K
$797K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.98K+ 0.6% |
$49.7K - $50.3K
|
331K
$8.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.59K+ 5.3% |
$39.8K - $40.2K
|
31.5K
$796K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 15.59% |
$31.1K - $31.5K
|
9.19K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.14K+ 3.7% |
$28.5K - $28.8K
|
31.9K
$805K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.1K+ 5.31% |
$27.6K - $27.9K
|
21.8K
$551K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
897+ 10.73% |
$22.5K - $22.8K
|
9.26K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
775New |
$19.4K - $19.7K
|
775
$19.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
631+ 0.26% |
$15.8K - $16K
|
239K
$6.04M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
391+ 4.16% |
$9.81K - $9.93K
|
9.79K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
309+ 0.19% |
$7.75K - $7.85K
|
164K
$4.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
250+ 2.12% |
$6.27K - $6.35K
|
12.1K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
211+ 0.42% |
$5.29K - $5.36K
|
50.9K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
128+ 640.0% |
$3.21K - $3.25K
|
148
$3.74K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
30+ 0.09% |
$752 - $762
|
31.7K
$802K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22+ 0.06% |
$552 - $559
|
34.3K
$866K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2+ 0.5% |
$50.2 - $50.8
|
402
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-127- 13.3% |
$3.19K - $3.22K
|
828
$20.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-181- 1.18% |
$4.54K - $4.6K
|
15.1K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-241- 1.32% |
$6.04K - $6.12K
|
18.1K
$456K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-318- 0.96% |
$7.98K - $8.07K
|
32.9K
$832K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-345- 1.24% |
$8.65K - $8.76K
|
27.4K
$693K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-377- 3.19% |
$9.46K - $9.57K
|
11.5K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-460- 3.06% |
$11.5K - $11.7K
|
14.5K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-485- 0.9% |
$12.2K - $12.3K
|
53.5K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-668- 1.41% |
$16.8K - $17K
|
46.6K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-947- 3.05% |
$23.8K - $24K
|
30.1K
$760K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-950- 8.21% |
$23.8K - $24.1K
|
10.6K
$269K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.07K- 6.42% |
$26.7K - $27K
|
15.5K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 11.67% |
$29K - $29.3K
|
8.74K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.84K- 8.25% |
$46.1K - $46.6K
|
20.4K
$516K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.86K- 86.34% |
$46.6K - $47.2K
|
294
$7.43K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.55K- 8.71% |
$63.9K - $64.7K
|
26.7K
$675K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.31K- 35.98% |
$83K - $84K
|
5.89K
$149K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-4.31K- 4.57% |
$108K - $109K
|
89.9K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.55K- 15.72% |
$114K - $115K
|
24.4K
$616K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-9.92K- 46.1% |
$249K - $252K
|
11.6K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.95K- 43.19% |
$249K - $253K
|
13.1K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14K- 3.61% |
$351K - $356K
|
374K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.8K- 1.8% |
$396K - $401K
|
862K
$21.8M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-19.7K- 2.8% |
$495K - $501K
|
684K
$17.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-22.7K- 5.71% |
$569K - $576K
|
374K
$9.46M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-25.4K- 53.83% |
$637K - $645K
|
21.8K
$551K
|