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 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-121K- 44.78% |
$2.82M - $2.83M
|
149K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-125K- 8.63% |
$2.9M - $2.91M
|
1.32M
$30.8M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-133K- 63.42% |
$3.09M - $3.1M
|
76.5K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-166K- 51.39% |
$3.87M - $3.88M
|
157K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-185K- 15.34% |
$4.32M - $4.33M
|
1.02M
$23.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-210K- 46.91% |
$4.89M - $4.91M
|
238K
$5.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-218K- 94.52% |
$5.07M - $5.09M
|
12.6K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-287K- 66.16% |
$6.68M - $6.7M
|
147K
$3.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-293K- 43.18% |
$6.83M - $6.85M
|
386K
$9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-320K- 8.25% |
$7.44M - $7.47M
|
3.56M
$82.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-335K- 86.77% |
$7.81M - $7.84M
|
51.2K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-368K- 60.83% |
$8.57M - $8.6M
|
237K
$5.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-454K- 15.09% |
$10.6M - $10.6M
|
2.55M
$59.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-523K- 97.15% |
$12.2M - $12.2M
|
15.3K
$357K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-523K- 97.15% |
$12.2M - $12.2M
|
15.3K
$357K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-624K- 12.13% |
$14.5M - $14.6M
|
4.52M
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-787K- 38.17% |
$18.3M - $18.4M
|
1.27M
$29.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.51M- 57.61% |
$35.2M - $35.3M
|
1.11M
$25.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.66M- 67.77% |
$38.7M - $38.8M
|
790K
$18.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.75MClosed |
$63.9M - $64.2M
|
0
$0
|