Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
26.8K+ 5.92% |
$583K - $596K
|
479K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
26.7KNew |
$581K - $594K
|
26.7K
$594K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
25.5KNew |
$554K - $566K
|
25.5K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
24.9K+ 180.3% |
$541K - $553K
|
38.7K
$860K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.7K+ 10.83% |
$538K - $550K
|
253K
$5.63M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
24.5K+ 11.02% |
$534K - $546K
|
247K
$5.5M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
24.1K+ 129.6% |
$524K - $536K
|
42.7K
$949K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
24K+ 340.04% |
$523K - $534K
|
31.1K
$692K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
22.2K+ 4.74% |
$483K - $494K
|
490K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
21.9K+ 2.73% |
$477K - $488K
|
826K
$18.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
20.1KNew |
$437K - $447K
|
20.1K
$447K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
18.4K+ 16.04% |
$401K - $410K
|
133K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.4K+ 20.84% |
$401K - $409K
|
107K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.9K+ 2.95% |
$367K - $375K
|
590K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.1K+ 39.88% |
$349K - $357K
|
56.3K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
15.6K+ 117.3% |
$340K - $348K
|
28.9K
$644K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14K+ 9.35% |
$306K - $312K
|
164K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
12.9KNew |
$280K - $286K
|
12.9K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 11.88% |
$271K - $277K
|
117K
$2.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
12K+ 2.46% |
$261K - $266K
|
499K
$11.1M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.5KNew |
$251K - $256K
|
11.5K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.4K+ 1007.58% |
$249K - $254K
|
12.6K
$279K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
11.2K+ 19.47% |
$244K - $249K
|
68.7K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.77KNew |
$213K - $217K
|
9.77K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
9.53KNew |
$208K - $212K
|
9.53K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.26KNew |
$202K - $206K
|
9.26K
$206K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.02KNew |
$196K - $201K
|
9.02K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
9KNew |
$196K - $200K
|
9K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.47K+ 2.54% |
$163K - $166K
|
302K
$6.72M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.19K+ 22.71% |
$157K - $160K
|
38.9K
$865K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.87K+ 3.27% |
$149K - $153K
|
217K
$4.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.41K+ 9.06% |
$140K - $143K
|
77.2K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.33K+ 11.09% |
$138K - $141K
|
63.4K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.89K+ 2.67% |
$128K - $131K
|
227K
$5.04M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.43K+ 31.2% |
$118K - $121K
|
22.8K
$508K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5.35KNew |
$116K - $119K
|
5.35K
$119K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
5.29K+ 29.46% |
$115K - $118K
|
23.3K
$518K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.6K+ 30.95% |
$100K - $102K
|
19.5K
$433K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.13K+ 66.32% |
$90K - $91.9K
|
10.4K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.91K+ 30.03% |
$85.2K - $87K
|
16.9K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.48K+ 5.54% |
$75.8K - $77.5K
|
66.4K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.24K+ 8.02% |
$70.6K - $72.2K
|
43.7K
$971K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3.11K+ 50.57% |
$67.7K - $69.2K
|
9.27K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.79K+ 7.36% |
$60.7K - $62K
|
40.7K
$905K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.76K+ 7.41% |
$60.2K - $61.5K
|
40.1K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.62K+ 14.3% |
$57K - $58.3K
|
20.9K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.28K+ 10.39% |
$49.6K - $50.7K
|
24.2K
$538K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.02K+ 2.11% |
$44.1K - $45K
|
97.9K
$2.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.99KNew |
$43.2K - $44.2K
|
1.99K
$44.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.83K+ 13.64% |
$39.8K - $40.7K
|
15.2K
$339K
|