Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBTG) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.34MNew |
$53.3M - $53.7M
|
2.34M
$53.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
318KNew |
$7.26M - $7.31M
|
318K
$7.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
167K+ 370.12% |
$3.8M - $3.83M
|
212K
$4.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
117K+ 430.25% |
$2.67M - $2.69M
|
144K
$3.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
98.5K+ 141.36% |
$2.25M - $2.26M
|
168K
$3.85M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
91.2KNew |
$2.08M - $2.09M
|
91.2K
$2.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
77K+ 11.49% |
$1.76M - $1.77M
|
747K
$17.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59.8K+ 66.04% |
$1.36M - $1.37M
|
150K
$3.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
56.5K+ 15.34% |
$1.29M - $1.3M
|
424K
$9.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
48.8K+ 16.42% |
$1.11M - $1.12M
|
346K
$7.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
44KNew |
$1M - $1.01M
|
44K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.7K+ 16.0% |
$950K - $957K
|
302K
$6.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
24.7KNew |
$563K - $567K
|
24.7K
$564K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
24.3KNew |
$555K - $559K
|
24.3K
$557K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.9K+ 13.38% |
$476K - $479K
|
177K
$4.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
19.3K+ 2.98% |
$441K - $444K
|
668K
$15.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.1K+ 1.76% |
$390K - $393K
|
988K
$22.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16.8K+ 3.15% |
$383K - $386K
|
550K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
16.4K+ 24.22% |
$375K - $378K
|
84.3K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
16.3K+ 5.22% |
$373K - $375K
|
329K
$7.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
16KNew |
$365K - $368K
|
16K
$366K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
14.8K+ 21.39% |
$337K - $339K
|
83.8K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
12.1K+ 0.86% |
$277K - $279K
|
1.42M
$32.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.9K+ 2.88% |
$248K - $250K
|
390K
$8.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.4K+ 8.1% |
$236K - $238K
|
138K
$3.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$230K - $232K
|
10.1K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.1KNew |
$230K - $231K
|
10.1K
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
9.78KNew |
$223K - $225K
|
9.78K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9.55K+ 8.37% |
$218K - $219K
|
124K
$2.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
9.11KNew |
$208K - $209K
|
9.11K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.07KNew |
$207K - $208K
|
9.07K
$208K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
8.56K+ 11.68% |
$195K - $197K
|
81.9K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.84K+ 5.55% |
$179K - $180K
|
149K
$3.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.65K+ 20.5% |
$174K - $176K
|
44.9K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.27K+ 3.76% |
$166K - $167K
|
201K
$4.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6.92K+ 586.77% |
$158K - $159K
|
8.1K
$185K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.64K+ 23.05% |
$151K - $152K
|
35.4K
$811K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.06K+ 5.41% |
$115K - $116K
|
98.7K
$2.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.46K+ 1.11% |
$102K - $102K
|
407K
$9.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
4.36K+ 3.65% |
$99.5K - $100K
|
124K
$2.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
4.27K+ 12.48% |
$97.4K - $98.1K
|
38.5K
$881K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.1K+ 28.22% |
$93.6K - $94.3K
|
18.6K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.57K+ 8.77% |
$58.6K - $59K
|
31.9K
$729K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.1K+ 6.4% |
$47.8K - $48.2K
|
34.8K
$797K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.63K+ 8.82% |
$37.1K - $37.3K
|
20.1K
$459K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
1.61K+ 3.54% |
$36.8K - $37.1K
|
47.3K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.42K+ 8.22% |
$32.3K - $32.5K
|
18.7K
$427K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.23K+ 5.23% |
$28.1K - $28.3K
|
24.8K
$566K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.15K+ 4.93% |
$26.1K - $26.3K
|
24.4K
$558K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
764+ 0.9% |
$17.4K - $17.5K
|
85.4K
$1.95M
|