Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2030 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
368KNew |
$6.99M - $7.23M
|
368K
$7.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
135K+ 49.15% |
$2.57M - $2.66M
|
410K
$8.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
123K+ 6648.1% |
$2.33M - $2.41M
|
124K
$2.44M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
87.8K+ 20.69% |
$1.67M - $1.73M
|
512K
$10M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
83.7K+ 55.63% |
$1.59M - $1.65M
|
234K
$4.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53K+ 43.54% |
$1.01M - $1.04M
|
175K
$3.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
49.9K+ 4.63% |
$948K - $981K
|
1.13M
$22.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
45K+ 126.28% |
$855K - $885K
|
80.6K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
43.2K+ 100555.81% |
$822K - $850K
|
43.3K
$848K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
31.1K+ 9.09% |
$590K - $611K
|
373K
$7.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
30K+ 50.21% |
$570K - $590K
|
89.8K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.1K+ 119.21% |
$401K - $415K
|
38.8K
$761K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
17.6K+ 9.91% |
$335K - $346K
|
195K
$3.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8KNew |
$319K - $330K
|
16.8K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13K+ 10.77% |
$247K - $255K
|
134K
$2.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.8KNew |
$224K - $231K
|
11.8K
$231K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6.13KNew |
$117K - $121K
|
6.13K
$120K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.54K+ 6.1% |
$48.2K - $49.9K
|
44.1K
$864K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.35K+ 12.69% |
$44.6K - $46.1K
|
20.8K
$408K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.92K+ 78.9% |
$36.4K - $37.7K
|
4.35K
$85.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.56K+ 11.72% |
$29.7K - $30.7K
|
14.9K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.45K+ 362.5% |
$27.6K - $28.5K
|
1.85K
$36.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.02K+ 2.33% |
$19.5K - $20.1K
|
45K
$882K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
408New |
$7.75K - $8.02K
|
408
$8K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
37+ 0.27% |
$703 - $727
|
13.5K
$265K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-4.15K- 0.76% |
$78.8K - $81.5K
|
543K
$10.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.16K- 1.04% |
$79.1K - $81.8K
|
395K
$7.75M
|