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 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
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.88K+ 2.87% |
$69.9K - $72.8K
|
103K
$2.61M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.65K+ 4.97% |
$64.5K - $67.1K
|
56K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.37K+ 2.77% |
$57.6K - $59.9K
|
88K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.26K+ 0.82% |
$55K - $57.2K
|
278K
$7.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.25K+ 4.09% |
$54.7K - $56.9K
|
57.2K
$1.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.45K+ 3.83% |
$35.2K - $36.6K
|
39.2K
$992K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.36K+ 13.14% |
$33.2K - $34.5K
|
11.7K
$297K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.22K+ 7.07% |
$29.6K - $30.8K
|
18.4K
$466K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.16K+ 6.79% |
$28.2K - $29.3K
|
18.2K
$461K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.08KNew |
$26.3K - $27.4K
|
1.08K
$27.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
990+ 11.28% |
$24.1K - $25K
|
9.77K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
837+ 1.44% |
$20.3K - $21.2K
|
58.9K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
770+ 96.25% |
$18.7K - $19.5K
|
1.57K
$39.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
717+ 1.75% |
$17.4K - $18.1K
|
41.7K
$1.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
496New |
$12.1K - $12.5K
|
496
$12.5K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
407+ 3.09% |
$9.89K - $10.3K
|
13.6K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
400+ 3.45% |
$9.72K - $10.1K
|
12K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
370+ 0.89% |
$8.99K - $9.36K
|
41.8K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
309+ 0.69% |
$7.51K - $7.81K
|
45K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
274New |
$6.66K - $6.93K
|
274
$6.93K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
71+ 0.36% |
$1.73K - $1.8K
|
19.5K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$170 - $177
|
32.5K
$823K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-65- 0.14% |
$1.58K - $1.64K
|
45.2K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-78- 0.28% |
$1.9K - $1.97K
|
28.2K
$713K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-269- 8.43% |
$6.54K - $6.8K
|
2.92K
$73.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-383- 3.95% |
$9.31K - $9.69K
|
9.32K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1K- 2.64% |
$24.4K - $25.4K
|
37K
$936K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.02K- 4.79% |
$97.8K - $102K
|
79.9K
$2.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.92K- 3.32% |
$120K - $124K
|
143K
$3.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.12K- 0.63% |
$124K - $129K
|
812K
$20.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-5.19K- 0.87% |
$126K - $131K
|
592K
$15M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.27K- 1.5% |
$128K - $133K
|
346K
$8.75M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.93K- 1.46% |
$144K - $150K
|
402K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.6K- 2.26% |
$283K - $294K
|
504K
$12.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-12.8K- 2.95% |
$312K - $324K
|
422K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-25.5K- 30.99% |
$620K - $645K
|
56.8K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-44.8K- 2.21% |
$1.09M - $1.13M
|
1.99M
$50.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-86.6K- 76.49% |
$2.11M - $2.19M
|
26.6K
$673K
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.49MClosed |
$60.5M - $62.9M
|
0
$0
|