Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 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
|
- |
61.8KNew |
$1.63M - $1.65M
|
61.8K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
27.1KNew |
$716K - $725K
|
27.1K
$725K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16.5KNew |
$435K - $441K
|
16.5K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14KNew |
$370K - $375K
|
14K
$376K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 8.54% |
$335K - $340K
|
161K
$4.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
9.83KNew |
$260K - $263K
|
9.83K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.25K+ 2.11% |
$139K - $141K
|
254K
$6.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.05K+ 5.22% |
$133K - $135K
|
102K
$2.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.83K+ 6.74% |
$128K - $129K
|
76.5K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.43K+ 22.83% |
$90.7K - $91.9K
|
18.5K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.4K+ 6.71% |
$37K - $37.5K
|
22.3K
$596K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.2K+ 1.18% |
$31.6K - $32K
|
103K
$2.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.17K+ 3.16% |
$31K - $31.4K
|
38.3K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
550+ 3.46% |
$14.5K - $14.7K
|
16.5K
$441K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
433+ 1.35% |
$11.4K - $11.6K
|
32.4K
$868K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
252+ 0.09% |
$6.66K - $6.74K
|
275K
$7.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
150+ 0.6% |
$3.96K - $4.01K
|
25.3K
$676K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
106+ 0.55% |
$2.8K - $2.84K
|
19.5K
$523K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
68New |
$1.8K - $1.82K
|
68
$1.82K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
41+ 0.15% |
$1.08K - $1.1K
|
27.2K
$729K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-124- 0.5% |
$3.27K - $3.32K
|
24.6K
$659K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-623- 2.05% |
$16.5K - $16.7K
|
29.8K
$799K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-865- 1.97% |
$22.8K - $23.1K
|
43K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.12K- 3.11% |
$29.6K - $30K
|
34.9K
$935K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4K- 4.16% |
$106K - $107K
|
92.3K
$2.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-4.01K- 29.45% |
$106K - $107K
|
9.61K
$257K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-7.99K- 5.63% |
$211K - $214K
|
134K
$3.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.11K- 43.07% |
$214K - $217K
|
10.7K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-16.5K- 9.54% |
$435K - $441K
|
156K
$4.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-22.1K- 4.21% |
$585K - $593K
|
505K
$13.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-26.4K- 60.4% |
$696K - $705K
|
17.3K
$463K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-39.7K- 6.6% |
$1.05M - $1.06M
|
562K
$15M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-45.2K- 54.06% |
$1.19M - $1.21M
|
38.4K
$1.03M
|