Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
106KNew |
$2.68M - $2.72M
|
106K
$2.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
63.7KNew |
$1.61M - $1.63M
|
63.7K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
57.8K+ 17.75% |
$1.46M - $1.48M
|
383K
$9.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
48.3K+ 30.66% |
$1.22M - $1.24M
|
206K
$5.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
47.3KNew |
$1.2M - $1.21M
|
47.3K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
46.4K+ 6.75% |
$1.18M - $1.19M
|
735K
$18.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45.4K+ 12.4% |
$1.15M - $1.16M
|
412K
$10.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
43.8KNew |
$1.11M - $1.12M
|
43.8K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
37.2K+ 25.75% |
$942K - $953K
|
182K
$4.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
28.4K+ 330.08% |
$718K - $727K
|
36.9K
$947K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
26.9KNew |
$681K - $690K
|
26.9K
$690K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.8K+ 3.13% |
$677K - $686K
|
882K
$22.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.5K+ 119.31% |
$468K - $474K
|
34K
$870K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15KNew |
$380K - $385K
|
15K
$385K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.7K+ 6.59% |
$270K - $274K
|
173K
$4.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.2KNew |
$259K - $262K
|
10.2K
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.68K+ 19.55% |
$245K - $248K
|
59.2K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.55KNew |
$217K - $219K
|
8.55K
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.38KNew |
$212K - $215K
|
8.38K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
8.32KNew |
$211K - $213K
|
8.32K
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.2KNew |
$208K - $210K
|
8.2K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
7.94KNew |
$201K - $203K
|
7.94K
$203K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.2K+ 12.65% |
$157K - $159K
|
55.2K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.96K+ 10.88% |
$151K - $153K
|
60.7K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.54K+ 13.88% |
$140K - $142K
|
45.4K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.11K+ 8.77% |
$129K - $131K
|
63.4K
$1.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.87K+ 1.83% |
$123K - $125K
|
271K
$6.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.51K+ 0.52% |
$114K - $116K
|
878K
$22.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.24K+ 2.79% |
$107K - $109K
|
156K
$4.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.83K+ 12.47% |
$97.1K - $98.3K
|
34.6K
$886K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
3.13K+ 3.3% |
$79.2K - $80.2K
|
97.8K
$2.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.11K+ 15.9% |
$78.8K - $79.8K
|
22.7K
$582K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3K+ 17.23% |
$75.8K - $76.8K
|
20.4K
$522K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
2.62K+ 5.8% |
$66.2K - $67K
|
47.7K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.17K+ 28.58% |
$54.8K - $55.5K
|
9.74K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.01K+ 22.22% |
$50.9K - $51.6K
|
11.1K
$284K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.57K+ 426.09% |
$39.7K - $40.2K
|
1.94K
$49.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.35K+ 3.64% |
$34.2K - $34.6K
|
38.4K
$985K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
1.12K+ 12.63% |
$28.3K - $28.6K
|
9.95K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.04K+ 2.63% |
$26.2K - $26.6K
|
40.5K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
895New |
$22.7K - $22.9K
|
895
$22.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
784+ 1.34% |
$19.9K - $20.1K
|
59.5K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
577+ 3.65% |
$14.6K - $14.8K
|
16.4K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
398+ 3.52% |
$10.1K - $10.2K
|
11.7K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
394+ 6.26% |
$9.98K - $10.1K
|
6.69K
$171K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
273+ 0.12% |
$6.91K - $7K
|
237K
$6.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
243+ 1.13% |
$6.15K - $6.23K
|
21.8K
$558K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
48+ 0.16% |
$1.22K - $1.23K
|
29.7K
$761K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
39+ 0.1% |
$987 - $1K
|
40K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
33+ 0.05% |
$836 - $846
|
73.3K
$1.88M
|