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 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-835- 41.96% |
$20K - $20.3K
|
1.16K
$28.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-851- 0.39% |
$20.4K - $20.7K
|
219K
$5.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-895- 23.96% |
$21.4K - $21.7K
|
2.84K
$69.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-925- 0.17% |
$22.2K - $22.4K
|
540K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.02K- 2.07% |
$24.4K - $24.7K
|
48.1K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.05K- 4.03% |
$25.1K - $25.4K
|
24.9K
$607K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.07K- 1.67% |
$25.6K - $25.9K
|
62.8K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.09K- 6.25% |
$26K - $26.4K
|
16.3K
$397K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.13K- 1.05% |
$27.1K - $27.5K
|
107K
$2.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.19K- 0.33% |
$28.4K - $28.8K
|
354K
$8.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.25K- 11.58% |
$30K - $30.3K
|
9.55K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.28K- 0.47% |
$30.7K - $31.1K
|
270K
$6.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.3K- 5.3% |
$31.2K - $31.6K
|
23.3K
$566K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.36K- 0.66% |
$32.5K - $32.9K
|
205K
$5M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.38K- 0.63% |
$33K - $33.4K
|
218K
$5.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.49K- 0.89% |
$35.7K - $36.1K
|
165K
$4.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.51K- 2.17% |
$36.3K - $36.7K
|
68.1K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.59K- 1.27% |
$38.1K - $38.6K
|
123K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.6K- 15.84% |
$38.3K - $38.8K
|
8.5K
$207K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.78K- 2.12% |
$42.6K - $43.2K
|
82.2K
$2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.84K- 0.35% |
$44.1K - $44.7K
|
517K
$12.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.9K- 2.4% |
$45.5K - $46K
|
77.1K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.98K- 0.09% |
$47.3K - $47.9K
|
2.11M
$51.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.27K- 3.48% |
$54.4K - $55.1K
|
63K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.4K- 11.01% |
$57.6K - $58.3K
|
19.4K
$473K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.44K- 4.72% |
$58.6K - $59.3K
|
49.3K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.46K- 13.7% |
$58.9K - $59.7K
|
15.5K
$377K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.5K- 7.49% |
$59.9K - $60.7K
|
30.9K
$752K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.89K- 3.18% |
$69.3K - $70.2K
|
88.1K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.95K- 23.14% |
$70.7K - $71.6K
|
9.8K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.16K- 3.41% |
$75.7K - $76.7K
|
89.5K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.44K- 2.9% |
$82.5K - $83.6K
|
115K
$2.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4.09K- 3.2% |
$98K - $99.3K
|
124K
$3.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-4.31K- 2.39% |
$103K - $104K
|
176K
$4.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-5.05K- 4.97% |
$121K - $123K
|
96.5K
$2.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.17K- 6.31% |
$124K - $125K
|
76.6K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.77K- 7.32% |
$138K - $140K
|
73K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-6.99K- 2.65% |
$167K - $170K
|
257K
$6.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-7.08K- 15.06% |
$170K - $172K
|
39.9K
$972K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-7.22K- 1.25% |
$173K - $175K
|
571K
$13.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.68K- 11.91% |
$184K - $186K
|
56.8K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-8.23K- 6.89% |
$197K - $200K
|
111K
$2.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.53K- 47.79% |
$204K - $207K
|
9.32K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.68K- 3.73% |
$208K - $211K
|
224K
$5.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-9.02K- 24.42% |
$216K - $219K
|
27.9K
$680K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-11.1K- 22.42% |
$265K - $268K
|
38.3K
$931K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.2K- 1.32% |
$364K - $368K
|
1.14M
$27.7M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-15.9K- 7.47% |
$382K - $387K
|
198K
$4.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-16.8K- 52.33% |
$402K - $407K
|
15.3K
$372K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-19.4K- 44.6% |
$465K - $471K
|
24.1K
$587K
|