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 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.9K+ 5.48% |
$69.4K - $70.3K
|
55.7K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.8K+ 4.55% |
$67K - $67.8K
|
64.3K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
2.79K+ 6.27% |
$66.9K - $67.8K
|
47.3K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.74K+ 5.78% |
$65.7K - $66.5K
|
50.2K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.66K+ 1.9% |
$63.8K - $64.6K
|
143K
$3.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.62K+ 4.57% |
$62.8K - $63.6K
|
59.9K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.55K+ 12.27% |
$61.2K - $62K
|
23.4K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.51KNew |
$60.1K - $60.8K
|
2.51K
$61K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.39K+ 4.42% |
$57.2K - $57.9K
|
56.4K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.38K+ 6.88% |
$57K - $57.7K
|
36.9K
$899K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
2.31K+ 121.82% |
$55.3K - $56K
|
4.2K
$102K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
2.28K+ 17.3% |
$54.5K - $55.2K
|
15.4K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.24K+ 7.53% |
$53.6K - $54.2K
|
31.9K
$777K
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.19K+ 2.62% |
$52.4K - $53.1K
|
85.7K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.09KNew |
$50.1K - $50.8K
|
2.09K
$51K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2.01K+ 6.11% |
$48K - $48.7K
|
34.8K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.95K+ 6.17% |
$46.7K - $47.4K
|
33.6K
$817K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.93K+ 3.25% |
$46.2K - $46.8K
|
61.3K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.92K+ 1.61% |
$46K - $46.6K
|
122K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.9K+ 3.3% |
$45.5K - $46.1K
|
59.5K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.86K+ 13.38% |
$44.6K - $45.2K
|
15.8K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.8K+ 8.77% |
$43.1K - $43.7K
|
22.3K
$544K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.77K+ 1.73% |
$42.5K - $43K
|
104K
$2.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.66K+ 6.64% |
$39.8K - $40.3K
|
26.7K
$650K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.53K+ 8.77% |
$36.6K - $37.1K
|
19K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.46K+ 6.51% |
$35.1K - $35.5K
|
23.9K
$583K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.41K+ 6.19% |
$33.7K - $34.1K
|
24.1K
$587K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.34K+ 1.29% |
$32K - $32.4K
|
105K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.28K+ 4.05% |
$30.6K - $31K
|
32.8K
$799K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.1KNew |
$26.2K - $26.6K
|
1.1K
$26.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.07K+ 0.46% |
$25.7K - $26K
|
236K
$5.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.04K+ 48.71% |
$24.9K - $25.2K
|
3.18K
$77.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.04K+ 4.8% |
$24.8K - $25.1K
|
22.6K
$550K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1K+ 6.69% |
$24K - $24.3K
|
15.9K
$388K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
972+ 31.86% |
$23.3K - $23.6K
|
4.02K
$98K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
950+ 8.88% |
$22.8K - $23.1K
|
11.7K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
849+ 1.96% |
$20.3K - $20.6K
|
44.2K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
846+ 0.54% |
$20.3K - $20.5K
|
156K
$3.81M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
790+ 6.67% |
$18.9K - $19.2K
|
12.6K
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
753+ 0.4% |
$18K - $18.3K
|
191K
$4.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
686+ 0.22% |
$16.4K - $16.6K
|
314K
$7.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
653+ 1.41% |
$15.6K - $15.8K
|
47.1K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
627+ 285.0% |
$15K - $15.2K
|
847
$20.6K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
590+ 0.83% |
$14.1K - $14.3K
|
72K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
590New |
$14.1K - $14.3K
|
590
$14.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
582+ 2.77% |
$13.9K - $14.1K
|
21.6K
$525K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
519+ 2.5% |
$12.4K - $12.6K
|
21.2K
$517K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
449+ 0.05% |
$10.8K - $10.9K
|
991K
$24.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
440+ 0.97% |
$10.5K - $10.7K
|
45.7K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
437+ 3.9% |
$10.5K - $10.6K
|
11.6K
$283K
|