Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2025 Ter (IBTF)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBTF) 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
|
- |
2.49MNew |
$57.9M - $58.1M
|
2.49M
$58M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
304K+ 200.98% |
$7.07M - $7.1M
|
455K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
275K+ 72.95% |
$6.4M - $6.43M
|
652K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
257K+ 115.47% |
$5.99M - $6.02M
|
480K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
240K+ 2235.87% |
$5.58M - $5.6M
|
250K
$5.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
179K+ 17.82% |
$4.16M - $4.17M
|
1.18M
$27.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
172K+ 24.42% |
$4M - $4.02M
|
875K
$20.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
168K+ 330.76% |
$3.91M - $3.93M
|
219K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
159KNew |
$3.69M - $3.71M
|
159K
$3.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
93.3K+ 136.66% |
$2.17M - $2.18M
|
162K
$3.77M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
92.8KNew |
$2.16M - $2.17M
|
92.8K
$2.16M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
81.4K+ 32.92% |
$1.9M - $1.9M
|
329K
$7.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
74.5K+ 51.29% |
$1.73M - $1.74M
|
220K
$5.12M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
71.9K+ 9.24% |
$1.67M - $1.68M
|
850K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
58K+ 27.16% |
$1.35M - $1.36M
|
272K
$6.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
57.6K+ 225.39% |
$1.34M - $1.35M
|
83.1K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
54.8KNew |
$1.28M - $1.28M
|
54.8K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
52.5K+ 55.71% |
$1.22M - $1.23M
|
147K
$3.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
49.6KNew |
$1.16M - $1.16M
|
49.6K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47.7K+ 286.43% |
$1.11M - $1.12M
|
64.4K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44K+ 27.65% |
$1.02M - $1.03M
|
203K
$4.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.8K+ 13.49% |
$949K - $953K
|
343K
$8M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
36.1K+ 39.57% |
$840K - $844K
|
127K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
33.5K+ 16.92% |
$779K - $782K
|
231K
$5.39M
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
33.4K+ 5.04% |
$777K - $780K
|
695K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
30.9K+ 40.78% |
$720K - $723K
|
107K
$2.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
29.1K+ 163.19% |
$678K - $680K
|
46.9K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.1K+ 5.08% |
$653K - $656K
|
580K
$13.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
27.9KNew |
$649K - $652K
|
27.9K
$650K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26.5KNew |
$616K - $619K
|
26.5K
$617K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
23.5KNew |
$548K - $551K
|
23.5K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20.3K+ 5.71% |
$473K - $475K
|
376K
$8.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
18.9K+ 2.78% |
$440K - $442K
|
699K
$16.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
18.4K+ 8.38% |
$428K - $430K
|
238K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.2KNew |
$424K - $426K
|
18.2K
$425K
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
18.1K+ 2.32% |
$422K - $423K
|
797K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.1K+ 0.45% |
$421K - $422K
|
4.04M
$94.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17.5K+ 18.46% |
$407K - $409K
|
112K
$2.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
16.8KNew |
$392K - $394K
|
16.8K
$393K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
16.8KNew |
$392K - $394K
|
16.8K
$393K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
15.3K+ 82.43% |
$355K - $357K
|
33.8K
$787K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.7KNew |
$342K - $344K
|
14.7K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
14.5K+ 7.03% |
$337K - $338K
|
220K
$5.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14.5K+ 2.78% |
$337K - $338K
|
534K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 3.46% |
$335K - $336K
|
431K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
14.3KNew |
$333K - $334K
|
14.3K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
13.9KNew |
$323K - $325K
|
13.9K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.8KNew |
$275K - $276K
|
11.8K
$275K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.3KNew |
$263K - $264K
|
11.3K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.1KNew |
$258K - $259K
|
11.1K
$258K
|