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 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
9.91K+ 3.92% |
$237K - $240K
|
262K
$6.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
9.41K+ 4.57% |
$225K - $228K
|
215K
$5.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.24K+ 5.32% |
$221K - $224K
|
183K
$4.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
8.87KNew |
$213K - $215K
|
8.87K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
8.58K+ 748.13% |
$206K - $208K
|
9.73K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
8.53K+ 6.18% |
$204K - $207K
|
147K
$3.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.39K+ 2.38% |
$201K - $204K
|
361K
$8.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
8.3KNew |
$199K - $201K
|
8.3K
$202K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.27K+ 17.26% |
$198K - $201K
|
56.1K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.03K+ 6.09% |
$192K - $195K
|
140K
$3.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
7.82K+ 6.49% |
$187K - $190K
|
128K
$3.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
7.73K+ 15.44% |
$185K - $188K
|
57.8K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.71K+ 73.68% |
$185K - $187K
|
18.2K
$443K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.45K+ 4.18% |
$179K - $181K
|
186K
$4.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.36K+ 3.17% |
$176K - $179K
|
239K
$5.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.28K+ 5.62% |
$174K - $177K
|
137K
$3.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.22K+ 12.1% |
$173K - $175K
|
66.8K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
7.16K+ 47.69% |
$172K - $174K
|
22.2K
$540K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.06K+ 3.66% |
$169K - $171K
|
200K
$4.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.79K+ 10.24% |
$163K - $165K
|
73.1K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.63K+ 533.63% |
$159K - $161K
|
7.88K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
6.52K+ 2.63% |
$156K - $158K
|
254K
$6.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
6.34K+ 67.96% |
$152K - $154K
|
15.7K
$382K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.23K+ 1.61% |
$149K - $151K
|
393K
$9.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.23K+ 1.39% |
$149K - $151K
|
453K
$11M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.08K+ 35.14% |
$146K - $148K
|
23.4K
$570K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6.02K+ 1.96% |
$144K - $146K
|
313K
$7.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.6K+ 28.93% |
$134K - $136K
|
24.9K
$607K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.4K+ 127.96% |
$129K - $131K
|
9.62K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
5.36K+ 10.67% |
$128K - $130K
|
55.6K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.29K+ 1.21% |
$127K - $128K
|
443K
$10.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.26K+ 38.76% |
$126K - $128K
|
18.8K
$458K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.09K+ 18.59% |
$122K - $123K
|
32.4K
$790K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.97K+ 31.67% |
$119K - $121K
|
20.7K
$503K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.74K+ 4.77% |
$114K - $115K
|
104K
$2.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.65K+ 2.92% |
$111K - $113K
|
164K
$3.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.48K+ 2.56% |
$107K - $109K
|
179K
$4.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.27K+ 1.66% |
$102K - $104K
|
261K
$6.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.08K+ 12.56% |
$97.8K - $99.1K
|
36.6K
$891K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.06K+ 16.79% |
$97.3K - $98.5K
|
28.2K
$688K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.9K+ 3.52% |
$93.4K - $94.6K
|
115K
$2.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.89K+ 9.17% |
$93.3K - $94.5K
|
46.3K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.8K+ 6.39% |
$91K - $92.2K
|
63.2K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.69K+ 8.41% |
$88.3K - $89.5K
|
47.5K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
3.5K+ 25.99% |
$84K - $85K
|
17K
$414K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.39K+ 21.49% |
$81.2K - $82.3K
|
19.2K
$466K
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.18K+ 6.66% |
$76.3K - $77.3K
|
51K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.09K+ 1.82% |
$74.1K - $75.1K
|
173K
$4.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
2.99K+ 8.17% |
$71.7K - $72.7K
|
39.6K
$965K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.98K+ 9.29% |
$71.4K - $72.3K
|
35K
$853K
|