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 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
257K+ 6.42% |
$6.25M - $6.5M
|
4.26M
$108M
|
|
|
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 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
145K+ 86.34% |
$3.52M - $3.67M
|
313K
$7.91M
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
44.6KNew |
$1.08M - $1.13M
|
44.6K
$1.13M
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36KNew |
$876K - $911K
|
36K
$912K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3K+ 10.2% |
$590K - $614K
|
262K
$6.63M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
22.6K+ 13.33% |
$549K - $571K
|
192K
$4.86M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.1K+ 4.72% |
$488K - $507K
|
445K
$11.3M
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12.9K+ 2.96% |
$312K - $325K
|
447K
$11.3M
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.6KNew |
$185K - $192K
|
7.6K
$192K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
7.25K+ 15.1% |
$176K - $183K
|
55.3K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.06K+ 40.92% |
$172K - $179K
|
24.3K
$616K
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.99K+ 28.54% |
$145K - $151K
|
27K
$682K
|
|
|
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
|