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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10.9KNew |
$254K - $255K
|
10.9K
$255K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 0.96% |
$235K - $236K
|
1.06M
$24.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10K+ 7.31% |
$233K - $234K
|
147K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
10KNew |
$233K - $234K
|
10K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
9.89KNew |
$230K - $231K
|
9.89K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.82KNew |
$229K - $230K
|
9.82K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
9.71KNew |
$226K - $227K
|
9.71K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9.43K+ 23.5% |
$220K - $220K
|
49.6K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9.42K+ 8.53% |
$219K - $220K
|
120K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.2KNew |
$214K - $215K
|
9.2K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9.06K+ 6.06% |
$211K - $212K
|
159K
$3.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
9.05KNew |
$211K - $212K
|
9.05K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
9.03K+ 1.78% |
$210K - $211K
|
517K
$12.1M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.96KNew |
$209K - $209K
|
8.96K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.9K+ 26.69% |
$207K - $208K
|
42.3K
$985K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
8.9KNew |
$207K - $208K
|
8.9K
$208K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.68KNew |
$202K - $203K
|
8.68K
$202K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.58KNew |
$200K - $201K
|
8.58K
$200K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.58KNew |
$200K - $200K
|
8.58K
$200K
|
|
|
Aug 04, 2025
Q2 2025
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
8.56K+ 12.43% |
$199K - $200K
|
77.4K
$1.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.12K+ 23.17% |
$189K - $190K
|
43.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.6K+ 1.14% |
$177K - $178K
|
673K
$15.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.19K+ 15.43% |
$167K - $168K
|
53.8K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
6.27K+ 6.31% |
$146K - $147K
|
106K
$2.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.08K+ 4.05% |
$141K - $142K
|
156K
$3.64M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
5.87K+ 5.5% |
$137K - $137K
|
113K
$2.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
5.19K+ 2.42% |
$121K - $121K
|
220K
$5.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.07K+ 12.13% |
$118K - $119K
|
46.9K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.94K+ 6.96% |
$115K - $116K
|
76K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.77K+ 79.81% |
$111K - $112K
|
10.8K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.2K+ 20.14% |
$97.7K - $98.1K
|
25K
$584K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.16K+ 2.11% |
$97K - $97.3K
|
202K
$4.71M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.04K+ 13.43% |
$94K - $94.4K
|
34.1K
$795K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.01K+ 7.15% |
$93.3K - $93.7K
|
60K
$1.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3.87K+ 29.67% |
$90.2K - $90.5K
|
16.9K
$395K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.7K+ 4.2% |
$86.2K - $86.5K
|
91.8K
$2.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.6KNew |
$83.8K - $84.2K
|
3.6K
$84K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.53K+ 1.73% |
$82.2K - $82.5K
|
208K
$4.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.49K+ 8.38% |
$81.2K - $81.5K
|
45.1K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.47K+ 1.91% |
$80.8K - $81.1K
|
185K
$4.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.37K+ 3.18% |
$78.5K - $78.8K
|
109K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.87K+ 145.01% |
$66.9K - $67.2K
|
4.86K
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.85K+ 1.72% |
$66.5K - $66.7K
|
169K
$3.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.3K+ 0.35% |
$53.5K - $53.7K
|
660K
$15.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.23K+ 4.69% |
$52K - $52.2K
|
49.8K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.08K+ 0.92% |
$48.5K - $48.7K
|
230K
$5.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 7.93% |
$47.6K - $47.8K
|
27.8K
$649K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 14.83% |
$41.8K - $41.9K
|
13.9K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.59K+ 2.05% |
$37K - $37.1K
|
79.1K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.53K+ 2.06% |
$35.7K - $35.8K
|
76K
$1.77M
|