Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBDX) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.75MNew |
$66.9M - $69.6M
|
2.75M
$69.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
298KNew |
$7.24M - $7.53M
|
298K
$7.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
220KNew |
$5.35M - $5.56M
|
220K
$5.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
200K+ 23.39% |
$4.85M - $5.05M
|
1.05M
$26.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
137KNew |
$3.34M - $3.48M
|
137K
$3.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
121K+ 30.66% |
$2.93M - $3.05M
|
514K
$13M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
114K+ 20.96% |
$2.77M - $2.88M
|
657K
$16.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
108K+ 16.65% |
$2.63M - $2.74M
|
758K
$19.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
44.3K+ 264.29% |
$1.08M - $1.12M
|
61.1K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
43.5KNew |
$1.06M - $1.1M
|
43.5K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
41.6KNew |
$1.01M - $1.05M
|
41.6K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
41.2K+ 3.23% |
$1M - $1.04M
|
1.32M
$33.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.8K+ 16.49% |
$774K - $805K
|
225K
$5.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
26.6KNew |
$646K - $672K
|
26.6K
$672K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
22.6K+ 13.33% |
$549K - $571K
|
192K
$4.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
19.6KNew |
$476K - $495K
|
19.6K
$495K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
19.3K+ 203.16% |
$469K - $488K
|
28.8K
$729K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.9K+ 6.33% |
$460K - $478K
|
318K
$8.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.4K+ 8.66% |
$423K - $440K
|
218K
$5.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.6KNew |
$404K - $420K
|
16.6K
$420K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.7K+ 11.17% |
$309K - $322K
|
127K
$3.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.6KNew |
$307K - $319K
|
12.6K
$320K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
12KNew |
$292K - $303K
|
12K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
12K+ 49.97% |
$291K - $303K
|
36K
$910K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
11.9K+ 2.42% |
$289K - $301K
|
503K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8K+ 20.73% |
$286K - $298K
|
68.5K
$1.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
11.3K+ 8.6% |
$274K - $285K
|
142K
$3.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$256K - $266K
|
10.5K
$266K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
10.2K+ 16.1% |
$248K - $258K
|
73.7K
$1.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.53KNew |
$232K - $241K
|
9.53K
$241K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.2KNew |
$224K - $233K
|
9.2K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
8.7K+ 7.13% |
$211K - $220K
|
131K
$3.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.04KNew |
$195K - $203K
|
8.04K
$203K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.98KNew |
$194K - $202K
|
7.98K
$202K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
7.25K+ 15.1% |
$176K - $183K
|
55.3K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
7.01K+ 72.49% |
$170K - $177K
|
16.7K
$422K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
6.24K+ 594.1% |
$152K - $158K
|
7.29K
$184K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
6.03K+ 603.0% |
$147K - $152K
|
7.03K
$178K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
4.93K+ 19.43% |
$120K - $125K
|
30.3K
$766K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.69K+ 17.0% |
$114K - $119K
|
32.3K
$817K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.18K+ 2.08% |
$102K - $106K
|
205K
$5.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.17K+ 2.75% |
$101K - $105K
|
156K
$3.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.86K+ 2.04% |
$93.7K - $97.5K
|
193K
$4.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.68K+ 11.26% |
$89.4K - $93K
|
36.3K
$919K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.54K+ 40.55% |
$86.1K - $89.6K
|
12.3K
$311K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.26K+ 2.15% |
$79.2K - $82.4K
|
155K
$3.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.16K+ 3.13% |
$76.7K - $79.8K
|
104K
$2.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.15K+ 1.47% |
$76.6K - $79.7K
|
218K
$5.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.13K+ 44.06% |
$76.2K - $79.3K
|
10.2K
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.09K+ 4.87% |
$75.2K - $78.2K
|
66.6K
$1.69M
|