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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.2K+ 2.24% |
$795K - $805K
|
1.51M
$36.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33K+ 75.27% |
$790K - $800K
|
76.8K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
31.6K+ 20.15% |
$758K - $768K
|
189K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28.3KNew |
$679K - $687K
|
28.3K
$690K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
28.3K+ 10.79% |
$677K - $686K
|
290K
$7.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
27.9K+ 54.37% |
$669K - $677K
|
79.2K
$1.93M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.4K+ 15.85% |
$632K - $640K
|
193K
$4.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
26.1K+ 120.93% |
$624K - $632K
|
47.6K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
25.9K+ 2.02% |
$620K - $628K
|
1.31M
$31.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
25.5K+ 64.48% |
$610K - $618K
|
64.9K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.3K+ 19.09% |
$606K - $614K
|
158K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
24.9KNew |
$597K - $605K
|
24.9K
$607K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.4K+ 136.77% |
$537K - $544K
|
38.8K
$946K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.4K+ 136.77% |
$537K - $544K
|
38.8K
$946K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
21.5K+ 11.83% |
$515K - $522K
|
203K
$4.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20.2K+ 9.18% |
$484K - $490K
|
240K
$5.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20K+ 133.33% |
$479K - $485K
|
35K
$852K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
19.9K+ 5.11% |
$477K - $483K
|
409K
$9.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.8K+ 10.4% |
$474K - $480K
|
210K
$5.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 16.67% |
$471K - $477K
|
137K
$3.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.2K+ 20.23% |
$460K - $466K
|
114K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.9K+ 41.98% |
$454K - $459K
|
64K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
17K+ 1.65% |
$408K - $413K
|
1.05M
$25.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16.3K+ 5.69% |
$391K - $396K
|
304K
$7.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
15.9KNew |
$381K - $386K
|
15.9K
$387K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.7K+ 35.69% |
$377K - $382K
|
59.8K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
15.7K+ 3.44% |
$375K - $380K
|
471K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15.5K+ 17.47% |
$372K - $377K
|
104K
$2.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14.9KNew |
$358K - $363K
|
14.9K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.9KNew |
$358K - $362K
|
14.9K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6KNew |
$349K - $353K
|
14.6K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.3K+ 7.93% |
$342K - $347K
|
194K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
13.9KNew |
$332K - $336K
|
13.9K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.8K+ 19.47% |
$331K - $335K
|
84.7K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.4K+ 3.06% |
$321K - $325K
|
451K
$11M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 19.95% |
$320K - $324K
|
80.4K
$1.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
13.1K+ 28.08% |
$314K - $318K
|
59.8K
$1.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.1K+ 1.94% |
$313K - $317K
|
686K
$16.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
12.9K+ 4.95% |
$309K - $313K
|
273K
$6.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.8K+ 11.39% |
$308K - $312K
|
126K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
12.8K+ 17.61% |
$307K - $311K
|
85.5K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
12.8K+ 2.1% |
$306K - $310K
|
621K
$15.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12.5K+ 18.33% |
$300K - $304K
|
80.8K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
12.2KNew |
$292K - $296K
|
12.2K
$297K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
11.6K+ 1.75% |
$279K - $282K
|
676K
$16.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.6KNew |
$279K - $282K
|
11.6K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.4K+ 35.58% |
$272K - $275K
|
43.3K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$262K - $266K
|
11K
$267K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 4.91% |
$251K - $254K
|
223K
$5.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.95K+ 4.64% |
$238K - $242K
|
224K
$5.46M
|