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 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.69K+ 72.54% |
$36.8K - $37.6K
|
4.02K
$89.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.64K+ 2.3% |
$35.6K - $36.4K
|
72.7K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.6K+ 17.03% |
$34.8K - $35.6K
|
11K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.49K+ 4.05% |
$32.5K - $33.2K
|
38.4K
$854K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.44K+ 14.16% |
$31.4K - $32.1K
|
11.6K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.4K+ 73.24% |
$30.5K - $31.2K
|
3.31K
$73.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.37K+ 9.66% |
$29.7K - $30.4K
|
15.5K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.29K+ 106.28% |
$28K - $28.6K
|
2.5K
$55.5K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.19K+ 1.41% |
$26K - $26.6K
|
85.6K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.15K+ 1.69% |
$25.1K - $25.6K
|
69.2K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.07K+ 8.1% |
$23.3K - $23.8K
|
14.3K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
950+ 82.61% |
$20.7K - $21.1K
|
2.1K
$46.7K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
946+ 0.48% |
$20.6K - $21K
|
198K
$4.41M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
818+ 36.27% |
$17.8K - $18.2K
|
3.07K
$68.4K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
761+ 17.1% |
$16.6K - $16.9K
|
5.21K
$116K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
410+ 24.8% |
$8.93K - $9.12K
|
2.06K
$45.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
382+ 2.02% |
$8.32K - $8.5K
|
19.3K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
262+ 110.08% |
$5.7K - $5.83K
|
500
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
217+ 0.42% |
$4.72K - $4.83K
|
51.4K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
175+ 1.42% |
$3.81K - $3.89K
|
12.5K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
162+ 0.27% |
$3.53K - $3.6K
|
59.3K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
149+ 0.64% |
$3.24K - $3.32K
|
23.3K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
118+ 0.65% |
$2.57K - $2.63K
|
18.4K
$409K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
93+ 0.44% |
$2.02K - $2.07K
|
21.2K
$471K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49New |
$1.07K - $1.09K
|
49
$1.09K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
36New |
$784 - $801
|
36
$801
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
27+ 0.26% |
$588 - $601
|
10.6K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
18+ 0.18% |
$392 - $401
|
9.91K
$220K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.06% |
$196 - $200
|
16.1K
$357K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
9+ 0.03% |
$196 - $200
|
36K
$800K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$21.8 - $22.3
|
3.36K
$74.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-234- 1.1% |
$5.09K - $5.21K
|
21K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-276- 1.94% |
$6.01K - $6.14K
|
14K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-278- 48.26% |
$6.05K - $6.19K
|
298
$6.63K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-330- 0.41% |
$7.18K - $7.34K
|
80.2K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-393- 3.27% |
$8.56K - $8.74K
|
11.6K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.45K- 4.45% |
$31.5K - $32.2K
|
31.1K
$692K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.5K- 32.89% |
$54.4K - $55.6K
|
5.1K
$113K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.81K- 37.99% |
$83K - $84.9K
|
6.23K
$139K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.13K- 4.73% |
$112K - $114K
|
103K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.36K- 4.9% |
$117K - $119K
|
104K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.2K- 5.91% |
$135K - $138K
|
98.8K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.11K- 39.43% |
$155K - $158K
|
10.9K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-7.15K- 50.0% |
$156K - $159K
|
7.15K
$159K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.07K- 3.97% |
$197K - $202K
|
219K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.8K- 9.61% |
$365K - $373K
|
157K
$3.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19.6K- 6.49% |
$426K - $435K
|
282K
$6.27M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.2K- 68.23% |
$615K - $628K
|
13.1K
$292K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76.9K- 4.89% |
$1.67M - $1.71M
|
1.5M
$33.3M
|