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 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8.55K- 1.29% |
$199K - $200K
|
656K
$15.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.64K- 45.27% |
$201K - $202K
|
10.5K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.87K- 2.74% |
$207K - $207K
|
315K
$7.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.03K- 3.71% |
$210K - $211K
|
234K
$5.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-9.15K- 30.94% |
$213K - $214K
|
20.4K
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.67K- 11.64% |
$225K - $226K
|
73.4K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.6K- 43.43% |
$247K - $247K
|
13.8K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.6K- 18.98% |
$247K - $248K
|
45.2K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-10.6K- 51.42% |
$247K - $248K
|
10K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-10.7K- 16.1% |
$250K - $251K
|
55.9K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-10.8K- 53.65% |
$251K - $252K
|
9.3K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-11.3K- 31.71% |
$264K - $265K
|
24.4K
$570K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11.9K- 3.66% |
$277K - $278K
|
313K
$7.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.6K- 9.23% |
$293K - $295K
|
124K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.5K- 4.07% |
$313K - $315K
|
317K
$7.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-14.2K- 5.17% |
$331K - $333K
|
261K
$6.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.6K- 1.25% |
$339K - $340K
|
1.15M
$26.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-14.7K- 49.71% |
$343K - $344K
|
14.9K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.3K- 1.9% |
$356K - $357K
|
790K
$18.4M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-16.2K- 15.23% |
$376K - $378K
|
89.9K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.5K- 14.53% |
$384K - $385K
|
97K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.5K- 15.84% |
$407K - $409K
|
92.9K
$2.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-21.6K- 0.98% |
$503K - $505K
|
2.18M
$50.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-22K- 19.54% |
$512K - $514K
|
90.5K
$2.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-23.5K- 10.19% |
$547K - $550K
|
207K
$4.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-25.1K- 33.82% |
$584K - $587K
|
49.1K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-25.2K- 4.54% |
$587K - $589K
|
530K
$12.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-25.5K- 12.66% |
$594K - $597K
|
176K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-26.3K- 15.01% |
$611K - $614K
|
149K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-27.6K- 6.51% |
$643K - $646K
|
397K
$9.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-30.5K- 68.54% |
$710K - $713K
|
14K
$326K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-35.6K- 22.71% |
$828K - $832K
|
121K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-36.1K- 79.96% |
$840K - $844K
|
9.05K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-36.5K- 5.47% |
$850K - $854K
|
631K
$14.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-36.7K- 78.16% |
$854K - $857K
|
10.2K
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-41.4K- 6.07% |
$964K - $968K
|
641K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-44.4K- 2.27% |
$1.03M - $1.04M
|
1.91M
$44.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-48.8K- 43.62% |
$1.14M - $1.14M
|
63.1K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-51.7K- 13.08% |
$1.2M - $1.21M
|
343K
$8.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-54.7K- 30.26% |
$1.27M - $1.28M
|
126K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-59.4K- 60.94% |
$1.38M - $1.39M
|
38.1K
$887K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-64.6K- 33.88% |
$1.51M - $1.51M
|
126K
$2.94M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-70.6K- 23.17% |
$1.65M - $1.65M
|
234K
$5.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-75.5K- 42.94% |
$1.76M - $1.77M
|
100K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-87.5K- 27.08% |
$2.04M - $2.05M
|
236K
$5.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-96.6K- 82.07% |
$2.25M - $2.26M
|
21.1K
$492K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-102K- 22.83% |
$2.39M - $2.4M
|
346K
$8.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-107K- 44.55% |
$2.49M - $2.5M
|
133K
$3.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-112K- 14.51% |
$2.61M - $2.62M
|
659K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 13.07% |
$2.72M - $2.74M
|
778K
$18.1M
|