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 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
$581K
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.52K+ 4.77% |
$63.7K - $64.5K
|
55.3K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.17K+ 28.58% |
$54.8K - $55.5K
|
9.74K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.01K+ 22.22% |
$50.9K - $51.6K
|
11.1K
$283K
|
|
|
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
$984K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
773+ 5.27% |
$19.6K - $19.8K
|
15.4K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
744+ 0.19% |
$18.8K - $19.1K
|
389K
$9.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
615+ 0.09% |
$15.6K - $15.8K
|
688K
$17.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
577+ 3.65% |
$14.6K - $14.8K
|
16.4K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
400+ 1.71% |
$10.1K - $10.3K
|
23.8K
$609K
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
274+ 2.52% |
$6.94K - $7.02K
|
11.1K
$285K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
273+ 0.12% |
$6.91K - $7K
|
237K
$6.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
243+ 1.13% |
$6.15K - $6.23K
|
21.8K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
242+ 0.58% |
$6.13K - $6.2K
|
42K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
83+ 0.08% |
$2.1K - $2.13K
|
108K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
63+ 0.78% |
$1.6K - $1.61K
|
8.14K
$208K
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30+ 0.29% |
$760 - $769
|
10.4K
$266K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
29New |
$734 - $743
|
29
$743
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.01% |
$25.3 - $25.6
|
13.7K
$351K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-47- 5.32% |
$1.19K - $1.2K
|
836
$21.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-91- 4.47% |
$2.3K - $2.33K
|
1.94K
$49.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-94- 0.22% |
$2.38K - $2.41K
|
41.7K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-139- 0.2% |
$3.52K - $3.56K
|
68.6K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-153- 0.6% |
$3.87K - $3.92K
|
25.5K
$654K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-393- 0.6% |
$9.95K - $10.1K
|
65.3K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-418- 6.08% |
$10.6K - $10.7K
|
6.46K
$165K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-439- 0.97% |
$11.1K - $11.3K
|
44.6K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-440- 3.12% |
$11.1K - $11.3K
|
13.7K
$350K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-500- 3.25% |
$12.7K - $12.8K
|
14.9K
$382K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-587- 0.78% |
$14.9K - $15K
|
74.5K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-602- 0.63% |
$15.2K - $15.4K
|
95.2K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-634- 4.37% |
$16.1K - $16.2K
|
13.9K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-650- 2.05% |
$16.5K - $16.7K
|
31.1K
$797K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-836- 1.72% |
$21.2K - $21.4K
|
47.8K
$1.22M
|