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 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.18K+ 13.06% |
$27.4K - $27.5K
|
10.2K
$237K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.09K+ 0.28% |
$25.3K - $25.4K
|
395K
$9.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
920+ 3.45% |
$21.4K - $21.5K
|
27.6K
$643K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
867New |
$20.2K - $20.3K
|
867
$20.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
650New |
$15.1K - $15.2K
|
650
$15.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
633+ 1.03% |
$14.7K - $14.8K
|
62.4K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
621+ 1.0% |
$14.5K - $14.5K
|
62.6K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
554New |
$12.9K - $13K
|
554
$12.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
551+ 1.57% |
$12.8K - $12.9K
|
35.5K
$829K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
536+ 4.69% |
$12.5K - $12.5K
|
12K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
440New |
$10.2K - $10.3K
|
440
$10.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
432+ 1.78% |
$10.1K - $10.1K
|
24.7K
$576K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
393+ 1.67% |
$9.15K - $9.19K
|
23.9K
$558K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
375+ 1.55% |
$8.73K - $8.77K
|
24.6K
$575K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
373+ 1.89% |
$8.69K - $8.72K
|
20.1K
$470K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
331+ 1.44% |
$7.71K - $7.74K
|
23.3K
$542K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
316+ 1.07% |
$7.36K - $7.39K
|
29.9K
$697K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
308+ 0.77% |
$7.17K - $7.2K
|
40.4K
$942K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
276+ 2.41% |
$6.43K - $6.45K
|
11.7K
$273K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
250+ 2.01% |
$5.82K - $5.85K
|
12.7K
$296K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
240+ 0.22% |
$5.59K - $5.61K
|
109K
$2.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
236+ 1.09% |
$5.5K - $5.52K
|
21.9K
$510K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
236+ 1.07% |
$5.5K - $5.52K
|
22.3K
$521K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
226+ 2.43% |
$5.26K - $5.28K
|
9.53K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
218+ 0.65% |
$5.08K - $5.1K
|
33.6K
$784K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
198+ 0.2% |
$4.61K - $4.63K
|
99.2K
$2.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
166New |
$3.87K - $3.88K
|
166
$3.87K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
114+ 1.06% |
$2.66K - $2.67K
|
10.8K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
99+ 1.07% |
$2.31K - $2.31K
|
9.34K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
89New |
$2.07K - $2.08K
|
89
$2.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
67+ 0.59% |
$1.56K - $1.57K
|
11.4K
$265K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59+ 1.11% |
$1.37K - $1.38K
|
5.36K
$125K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 0.35% |
$792 - $795
|
9.78K
$228K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
29+ 0.08% |
$675 - $678
|
35.9K
$837K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
26+ 0.3% |
$606 - $608
|
8.59K
$200K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22+ 0.13% |
$512 - $514
|
16.7K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
16New |
$373 - $374
|
16
$373
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9+ 0.09% |
$210 - $210
|
10.5K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9+ 0.05% |
$210 - $210
|
16.9K
$394K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
8New |
$186 - $187
|
8
$187
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.1% |
$163 - $164
|
643
$15K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 1.11% |
$69.9 - $70.1
|
274
$6.39K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 0.13% |
$69.9 - $70.1
|
2.32K
$54.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 1.06% |
$46.6 - $46.8
|
190
$4.43K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 1.11% |
$23.3 - $23.4
|
91
$2.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.79% |
$23.3 - $23.4
|
57
$1.33K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$23.3 - $23.4
|
9.08K
$212K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3- 0.04% |
$69.9 - $70.1
|
7.15K
$167K
|