Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBDS) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
2.99K+ 8.17% |
$71.7K - $72.7K
|
39.6K
$959K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.8K+ 4.55% |
$67K - $67.8K
|
64.3K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
2.31K+ 121.82% |
$55.3K - $56K
|
4.2K
$102K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.24K+ 7.53% |
$53.6K - $54.2K
|
31.9K
$773K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.93K+ 3.25% |
$46.2K - $46.8K
|
61.3K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.86K+ 13.38% |
$44.6K - $45.2K
|
15.8K
$382K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.77K+ 1.73% |
$42.5K - $43K
|
104K
$2.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.04K+ 48.71% |
$24.9K - $25.2K
|
3.18K
$76.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.04K+ 4.8% |
$24.8K - $25.1K
|
22.6K
$547K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
950+ 8.88% |
$22.8K - $23.1K
|
11.7K
$282K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
846+ 0.54% |
$20.3K - $20.5K
|
156K
$3.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
753+ 0.4% |
$18K - $18.3K
|
191K
$4.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
686+ 0.22% |
$16.4K - $16.6K
|
314K
$7.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
590New |
$14.1K - $14.3K
|
590
$14.3K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
590+ 0.83% |
$14.1K - $14.3K
|
72K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
582+ 2.77% |
$13.9K - $14.1K
|
21.6K
$522K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
519+ 2.5% |
$12.4K - $12.6K
|
21.2K
$514K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
397New |
$9.51K - $9.64K
|
397
$9.61K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
237+ 1.1% |
$5.68K - $5.75K
|
21.7K
$525K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
165+ 0.53% |
$3.95K - $4K
|
31.4K
$760K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
165+ 1.53% |
$3.95K - $4K
|
10.9K
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
156+ 0.49% |
$3.74K - $3.79K
|
32.1K
$777K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
128+ 0.57% |
$3.07K - $3.11K
|
22.5K
$546K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
123+ 0.29% |
$2.95K - $2.99K
|
42.2K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
97+ 0.75% |
$2.32K - $2.35K
|
13.1K
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
68+ 0.13% |
$1.63K - $1.65K
|
51.8K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
28+ 0.31% |
$671 - $680
|
9.1K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$359 - $364
|
13.1K
$317K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.2% |
$216 - $218
|
761
$18.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.03% |
$192 - $194
|
787
$19.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.03% |
$71.9 - $72.8
|
10.2K
$246K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.01% |
$24 - $24.3
|
8.31K
$201K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-10- -0.0% |
$240 - $243
|
323K
$7.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-52- 0.1% |
$1.25K - $1.26K
|
50.2K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-260- 0.97% |
$6.23K - $6.31K
|
26.6K
$643K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-284- 2.38% |
$6.8K - $6.89K
|
11.7K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-600- 4.56% |
$14.4K - $14.6K
|
12.6K
$304K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-616- 0.38% |
$14.8K - $15K
|
163K
$3.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-851- 0.39% |
$20.4K - $20.7K
|
219K
$5.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.09K- 6.25% |
$26K - $26.4K
|
16.3K
$395K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.13K- 1.05% |
$27.1K - $27.5K
|
107K
$2.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.28K- 0.47% |
$30.7K - $31.1K
|
270K
$6.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.49K- 0.89% |
$35.7K - $36.1K
|
165K
$4.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.59K- 1.27% |
$38.1K - $38.6K
|
123K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.4K- 11.01% |
$57.6K - $58.3K
|
19.4K
$470K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.44K- 4.72% |
$58.6K - $59.3K
|
49.3K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4.09K- 3.2% |
$98K - $99.3K
|
124K
$3M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-5.05K- 4.97% |
$121K - $123K
|
96.5K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.17K- 6.31% |
$124K - $125K
|
76.6K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.53K- 47.79% |
$204K - $207K
|
9.32K
$226K
|