Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
408K+ 116.02% |
N/A
|
759K
$18M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
377KNew |
N/A
|
377K
$8.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
301K+ 21.36% |
N/A
|
1.71M
$40.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
301KNew |
N/A
|
301K
$7.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
250KNew |
N/A
|
250K
$5.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
232KNew |
N/A
|
232K
$5.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
184KNew |
N/A
|
184K
$4.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
155K+ 6.66% |
N/A
|
2.48M
$58.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
142KNew |
N/A
|
142K
$3.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
126K+ 15.58% |
N/A
|
938K
$22.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
122K+ 5.15% |
N/A
|
2.5M
$59.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
97.1KNew |
N/A
|
97.1K
$2.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
96.5K+ 206.04% |
N/A
|
143K
$3.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
79.8KNew |
N/A
|
79.8K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
77.7K+ 73.07% |
N/A
|
184K
$4.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
70.3K+ 6.88% |
N/A
|
1.09M
$25.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
65K+ 12.86% |
N/A
|
571K
$13.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
52.8K+ 11.3% |
N/A
|
520K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
49.3K+ 4.54% |
N/A
|
1.14M
$27M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
47K+ 32.74% |
N/A
|
191K
$4.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
42.1K+ 14.69% |
N/A
|
328K
$7.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
38K+ 16.82% |
N/A
|
264K
$6.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
36.2K+ 41.84% |
N/A
|
123K
$2.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
33K+ 95.72% |
N/A
|
67.6K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
32.1K+ 21.98% |
N/A
|
178K
$4.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
31.2K+ 2.84% |
N/A
|
1.13M
$26.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
27.4K+ 2.11% |
N/A
|
1.33M
$31.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
27.2KNew |
N/A
|
27.2K
$645K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
27.1K+ 127.11% |
N/A
|
48.5K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
27.1K+ 7.43% |
N/A
|
392K
$9.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
25.2K+ 17.91% |
N/A
|
166K
$3.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
24.1KNew |
N/A
|
24.1K
$571K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
22.3K+ 14.68% |
N/A
|
175K
$4.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
21.5K+ 91.65% |
N/A
|
45K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
21.3K+ 10.01% |
N/A
|
234K
$5.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
20.9K+ 2.01% |
N/A
|
1.06M
$25.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20.8K+ 9.9% |
N/A
|
230K
$5.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
20.6K+ 59.71% |
N/A
|
55.2K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
20.1K+ 191.92% |
N/A
|
30.6K
$726K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
19.6K+ 3.79% |
N/A
|
538K
$12.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.3K+ 3.48% |
N/A
|
574K
$13.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19K+ 13.61% |
N/A
|
158K
$3.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
19K+ 22.02% |
N/A
|
105K
$2.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
18K+ 17.01% |
N/A
|
124K
$2.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17.4KNew |
N/A
|
17.4K
$412K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
17.3KNew |
N/A
|
17.3K
$412K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
16.5KNew |
N/A
|
16.5K
$391K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
16.3K+ 35.89% |
N/A
|
61.7K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.7K+ 7.7% |
N/A
|
220K
$5.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14K+ 12.38% |
N/A
|
127K
$3.02M
|