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 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-910- 1.99% |
$23K - $23.3K
|
44.8K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.69K- 8.31% |
$42.9K - $43.4K
|
18.7K
$479K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.33K- 16.5% |
$58.9K - $59.6K
|
11.8K
$301K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.62K- 3.47% |
$66.3K - $67.1K
|
72.8K
$1.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.53K- 7.3% |
$89.3K - $90.4K
|
44.8K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.86K- 2.51% |
$97.6K - $98.8K
|
150K
$3.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.52K- 8.47% |
$115K - $116K
|
48.9K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.29K- 25.92% |
$134K - $136K
|
15.1K
$387K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-6K- 9.69% |
$152K - $154K
|
55.9K
$1.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 30.0% |
$152K - $154K
|
14K
$359K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.89K- 16.99% |
$200K - $202K
|
38.5K
$987K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.21K- 36.77% |
$208K - $210K
|
14.1K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-9.74K- 15.0% |
$247K - $250K
|
55.2K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.96K- 22.48% |
$252K - $255K
|
34.4K
$880K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.8K- 10.31% |
$299K - $303K
|
103K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.3K- 9.03% |
$362K - $366K
|
144K
$3.69M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 4.25% |
$371K - $375K
|
330K
$8.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-17.8K- 57.01% |
$450K - $455K
|
13.4K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.5K- 4.57% |
$543K - $550K
|
447K
$11.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.3K- 51.98% |
$642K - $649K
|
23.4K
$599K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-28.3K- 17.5% |
$717K - $726K
|
134K
$3.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-31.1K- 71.89% |
$789K - $798K
|
12.2K
$312K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-54.4K- 10.29% |
$1.38M - $1.39M
|
474K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-80.4K- 28.16% |
$2.03M - $2.06M
|
205K
$5.25M
|