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 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.5K- 10.5% |
$468K - $474K
|
166K
$4.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.7K- 9.34% |
$495K - $502K
|
201K
$4.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22K- 4.26% |
$527K - $534K
|
494K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23.5K- 9.42% |
$562K - $570K
|
226K
$5.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.5K- 1.49% |
$659K - $668K
|
1.82M
$44.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-27.6K- 48.05% |
$662K - $671K
|
29.9K
$728K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.3K- 22.14% |
$678K - $687K
|
99.5K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.1K- 49.92% |
$722K - $731K
|
30.2K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30.5K- 4.73% |
$730K - $739K
|
614K
$14.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-39.6K- 7.92% |
$948K - $961K
|
460K
$11.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-40.5K- 15.23% |
$970K - $983K
|
225K
$5.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-42.9K- 42.91% |
$1.03M - $1.04M
|
57.1K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-48K- 11.64% |
$1.15M - $1.17M
|
365K
$8.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-49.3K- 17.53% |
$1.18M - $1.2M
|
232K
$5.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-88.7K- 54.33% |
$2.12M - $2.15M
|
74.5K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-140K- 73.93% |
$3.36M - $3.41M
|
49.5K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-270K- 53.32% |
$6.47M - $6.56M
|
237K
$5.76M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-333K- 9.29% |
$7.99M - $8.09M
|
3.25M
$79.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-381K- 99.12% |
$9.13M - $9.25M
|
3.4K
$82.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.08MClosed |
$49.9M - $50.6M
|
0
$0
|