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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
430KNew |
$8.18M - $8.46M
|
430K
$8.46M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
374K+ 689.28% |
$7.11M - $7.36M
|
428K
$8.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
368KNew |
$6.99M - $7.23M
|
368K
$7.23M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 13.9% |
$2.76M - $2.86M
|
1.19M
$23.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
135K+ 49.15% |
$2.57M - $2.66M
|
410K
$8.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
123K+ 6648.1% |
$2.33M - $2.41M
|
124K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 4.82% |
$2.29M - $2.37M
|
2.62M
$51.6M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
109K+ 35.64% |
$2.08M - $2.15M
|
416K
$8.18M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
109KNew |
$2.07M - $2.15M
|
109K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
91.8K+ 278.74% |
$1.74M - $1.8M
|
125K
$2.45M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
87.8K+ 20.69% |
$1.67M - $1.73M
|
512K
$10.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
83.7K+ 55.63% |
$1.59M - $1.65M
|
234K
$4.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.5K+ 13.28% |
$1.4M - $1.45M
|
627K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.5KNew |
$1.22M - $1.27M
|
64.5K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
62.4KNew |
$1.18M - $1.23M
|
62.4K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
58.8K+ 472.88% |
$1.12M - $1.16M
|
71.3K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
57.6KNew |
$1.09M - $1.13M
|
57.6K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53K+ 43.54% |
$1.01M - $1.04M
|
175K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.2K+ 19.12% |
$992K - $1.03M
|
325K
$6.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
49.9K+ 4.63% |
$948K - $981K
|
1.13M
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45.6K+ 155.08% |
$867K - $897K
|
75K
$1.47M
|
|
|
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
$850K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
43.1KNew |
$818K - $847K
|
43.1K
$846K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38K+ 18.57% |
$722K - $747K
|
243K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
32.7K+ 26.52% |
$621K - $643K
|
156K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.4K+ 54.24% |
$615K - $636K
|
92K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
31.1K+ 9.09% |
$590K - $611K
|
373K
$7.33M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.8K+ 90.68% |
$586K - $606K
|
64.8K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
30.7K+ 11.3% |
$584K - $604K
|
302K
$5.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
30K+ 50.21% |
$570K - $590K
|
89.8K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
29.3K+ 28.43% |
$557K - $576K
|
132K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.8K+ 12.79% |
$528K - $546K
|
245K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
27.2K+ 342.32% |
$517K - $535K
|
35.2K
$692K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
24.7KNew |
$469K - $485K
|
24.7K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.4K+ 63.35% |
$463K - $479K
|
62.8K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.1K+ 119.21% |
$401K - $415K
|
38.8K
$763K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
18.7KNew |
$356K - $368K
|
18.7K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 16.13% |
$349K - $361K
|
132K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
17.6K+ 9.91% |
$335K - $346K
|
195K
$3.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8KNew |
$319K - $330K
|
16.8K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
15.9KNew |
$303K - $313K
|
15.9K
$313K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
13.8KNew |
$262K - $272K
|
13.8K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.8K+ 30.91% |
$262K - $271K
|
58.4K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 46.35% |
$258K - $267K
|
42.9K
$843K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.2KNew |
$252K - $260K
|
13.2K
$260K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
13.1KNew |
$248K - $257K
|
13.1K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13K+ 10.77% |
$247K - $255K
|
134K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6K+ 16.57% |
$239K - $247K
|
88.3K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.8KNew |
$224K - $231K
|
11.8K
$231K
|