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 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-26- 3.5% |
$606 - $608
|
716
$16.7K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-50- 0.09% |
$1.16K - $1.17K
|
52.8K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-83- 0.14% |
$1.93K - $1.94K
|
57.7K
$1.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-90- 0.33% |
$2.1K - $2.1K
|
27K
$629K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-224- 0.54% |
$5.22K - $5.24K
|
41.4K
$966K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-225- 7.21% |
$5.24K - $5.26K
|
2.9K
$67.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-266- 2.95% |
$6.2K - $6.22K
|
8.76K
$204K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-290- 0.44% |
$6.75K - $6.78K
|
65K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-431- 1.97% |
$10K - $10.1K
|
21.5K
$501K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-443- 1.26% |
$10.3K - $10.4K
|
34.8K
$812K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-495- 1.23% |
$11.5K - $11.6K
|
39.8K
$928K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-518- 37.65% |
$12.1K - $12.1K
|
858
$20K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-589- 2.42% |
$13.7K - $13.8K
|
23.8K
$555K
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-597- 0.28% |
$13.9K - $14K
|
213K
$4.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-865- 4.14% |
$20.1K - $20.2K
|
20K
$467K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-898- 51.94% |
$20.9K - $21K
|
831
$19.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1K- 6.27% |
$23.3K - $23.4K
|
15K
$349K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.21K- 1.59% |
$28.1K - $28.2K
|
74.4K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.28K- 5.26% |
$29.9K - $30K
|
23.1K
$539K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.29K- 5.42% |
$30K - $30.1K
|
22.5K
$524K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.34K- 5.56% |
$31.1K - $31.2K
|
22.7K
$528K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 2.02% |
$32.6K - $32.7K
|
68.1K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.41K- 1.09% |
$32.8K - $32.9K
|
128K
$2.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.51K- 7.82% |
$35.1K - $35.2K
|
17.8K
$414K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.52K- 0.43% |
$35.3K - $35.4K
|
353K
$8.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-1.55K- 7.62% |
$36.1K - $36.2K
|
18.8K
$438K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.92K- 1.75% |
$44.8K - $45K
|
108K
$2.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-2.29K- 53.69% |
$53.2K - $53.4K
|
1.97K
$46K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.41K- 1.12% |
$56.2K - $56.4K
|
213K
$4.96M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.83K- 2.6% |
$65.9K - $66.1K
|
106K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.29K- 7.2% |
$76.6K - $76.9K
|
42.4K
$989K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.7K- 5.21% |
$86.1K - $86.5K
|
67.3K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-4.08K- 18.47% |
$94.9K - $95.3K
|
18K
$420K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.42K- 17.47% |
$103K - $103K
|
20.9K
$487K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.77K- 5.16% |
$111K - $111K
|
87.7K
$2.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.8K- 34.27% |
$112K - $112K
|
9.21K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.89K- 2.69% |
$137K - $138K
|
213K
$4.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.93K- 4.34% |
$138K - $139K
|
131K
$3.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.49K- 3.24% |
$151K - $152K
|
194K
$4.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.58K- 10.75% |
$153K - $154K
|
54.6K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-6.62K- 1.68% |
$154K - $155K
|
388K
$9.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-6.78K- 7.03% |
$158K - $158K
|
89.7K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.2K- 3.18% |
$168K - $168K
|
219K
$5.1M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-7.25K- 70.74% |
$169K - $170K
|
3K
$70K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.32K- 24.32% |
$170K - $171K
|
22.8K
$531K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.61K- 21.37% |
$177K - $178K
|
28K
$653K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.66K- 7.27% |
$178K - $179K
|
97.6K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.81K- 8.89% |
$182K - $182K
|
80K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-7.81K- 18.64% |
$182K - $183K
|
34.1K
$795K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-8.36K- 8.37% |
$195K - $195K
|
91.5K
$2.13M
|