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 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
420+ 1.77% |
$10.1K - $10.2K
|
24.1K
$587K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
397New |
$9.51K - $9.64K
|
397
$9.67K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
370New |
$8.87K - $8.98K
|
370
$9.01K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
331+ 46.95% |
$7.93K - $8.03K
|
1.04K
$25.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
324+ 4.83% |
$7.76K - $7.86K
|
7.04K
$171K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
250+ 0.45% |
$5.99K - $6.07K
|
55.6K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
237+ 1.1% |
$5.68K - $5.75K
|
21.7K
$528K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
232+ 0.31% |
$5.56K - $5.63K
|
74.4K
$1.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
196+ 22.43% |
$4.7K - $4.76K
|
1.07K
$26.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
165+ 1.53% |
$3.95K - $4K
|
10.9K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
165+ 0.53% |
$3.95K - $4K
|
31.4K
$764K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
156+ 0.49% |
$3.74K - $3.79K
|
32.1K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
147+ 1.1% |
$3.52K - $3.57K
|
13.5K
$328K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
144New |
$3.45K - $3.49K
|
144
$3.51K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
128+ 0.57% |
$3.07K - $3.11K
|
22.5K
$549K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
123+ 0.29% |
$2.95K - $2.99K
|
42.2K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
98+ 0.89% |
$2.35K - $2.38K
|
11.2K
$272K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
97+ 0.75% |
$2.32K - $2.35K
|
13.1K
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
68+ 0.13% |
$1.63K - $1.65K
|
51.8K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
61+ 7.29% |
$1.46K - $1.48K
|
898
$21.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
40+ 0.37% |
$958 - $971
|
10.8K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
28+ 0.31% |
$671 - $680
|
9.1K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
22+ 0.03% |
$527 - $534
|
71.7K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
17+ 0.09% |
$407 - $413
|
18.2K
$443K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17+ 1.14% |
$407 - $413
|
1.51K
$36.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$359 - $364
|
13.1K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.2% |
$216 - $218
|
761
$18.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.03% |
$192 - $194
|
787
$19.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.02% |
$144 - $146
|
31.4K
$764K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.03% |
$71.9 - $72.8
|
10.2K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.02% |
$71.9 - $72.8
|
18.8K
$457K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$47.9 - $48.5
|
5.61K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.01% |
$24 - $24.3
|
8.31K
$202K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-2- -0.0% |
$47.9 - $48.5
|
40.1K
$978K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-10- -0.0% |
$240 - $243
|
323K
$7.86M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-31- 0.95% |
$743 - $752
|
3.22K
$78.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-52- 0.1% |
$1.25K - $1.26K
|
50.2K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-100- 0.03% |
$2.4K - $2.43K
|
339K
$8.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-121- 0.36% |
$2.9K - $2.94K
|
33.8K
$822K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-256- 3.83% |
$6.13K - $6.21K
|
6.43K
$157K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-260- 0.97% |
$6.23K - $6.31K
|
26.6K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-284- 2.38% |
$6.8K - $6.89K
|
11.7K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-291- 0.16% |
$6.97K - $7.06K
|
187K
$4.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-551- 1.56% |
$13.2K - $13.4K
|
34.8K
$847K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-600- 4.56% |
$14.4K - $14.6K
|
12.6K
$306K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-616- 0.38% |
$14.8K - $15K
|
163K
$3.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-761- 4.57% |
$18.2K - $18.5K
|
15.9K
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-809- 1.74% |
$19.4K - $19.6K
|
45.7K
$1.11M
|