Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
15.2K+ 4.72% |
$338K - $342K
|
337K
$7.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
14.8K+ 2.51% |
$330K - $334K
|
604K
$13.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
14.6K+ 20.92% |
$325K - $329K
|
84.3K
$1.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13.8KNew |
$308K - $312K
|
13.8K
$311K
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.8KNew |
$308K - $311K
|
13.8K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.7K+ 8.39% |
$306K - $310K
|
177K
$3.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.6K+ 12.61% |
$304K - $308K
|
122K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.3K+ 5.93% |
$297K - $301K
|
238K
$5.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$286K - $290K
|
12.8K
$289K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
12.6KNew |
$281K - $285K
|
12.6K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
12.5KNew |
$279K - $282K
|
12.5K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
12.1K+ 4.12% |
$270K - $274K
|
306K
$6.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
12.1K+ 34.16% |
$269K - $272K
|
47.4K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
11.6K+ 1.51% |
$259K - $262K
|
783K
$17.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
11.6KNew |
$258K - $261K
|
11.6K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.5KNew |
$257K - $260K
|
11.5K
$260K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11KNew |
$245K - $248K
|
11K
$247K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.8K+ 38.45% |
$241K - $244K
|
39K
$878K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.6K+ 12.63% |
$237K - $240K
|
94.9K
$2.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10.5KNew |
$235K - $238K
|
10.5K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.5K+ 5.99% |
$234K - $237K
|
186K
$4.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
10.5KNew |
$233K - $236K
|
10.5K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$230K - $233K
|
10.3K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.2KNew |
$227K - $230K
|
10.2K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.93KNew |
$221K - $224K
|
9.93K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
9.44KNew |
$210K - $213K
|
9.44K
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9.39K+ 6.93% |
$209K - $212K
|
145K
$3.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
9.34KNew |
$208K - $211K
|
9.34K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
9.29KNew |
$207K - $210K
|
9.29K
$209K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.22KNew |
$206K - $208K
|
9.22K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9.12K+ 10.76% |
$203K - $206K
|
93.9K
$2.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
9.06KNew |
$202K - $205K
|
9.06K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.45K+ 24.16% |
$188K - $191K
|
43.4K
$978K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.69K+ 16.45% |
$172K - $174K
|
54.4K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
7.49K+ 7.03% |
$167K - $169K
|
114K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.3K+ 4.73% |
$163K - $165K
|
161K
$3.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.52K+ 11.04% |
$145K - $147K
|
65.5K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.5K+ 35.19% |
$145K - $147K
|
25K
$562K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5.97K+ 27.58% |
$133K - $135K
|
27.6K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
5.79K+ 10.87% |
$129K - $131K
|
59.1K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
5.68K+ 0.73% |
$127K - $128K
|
783K
$17.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.1K+ 5.1% |
$114K - $115K
|
105K
$2.36M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.71K+ 5.64% |
$105K - $106K
|
88.3K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
4.66K+ 1.74% |
$104K - $105K
|
273K
$6.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.47K+ 15.3% |
$99.7K - $101K
|
33.7K
$759K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.4K+ 0.96% |
$98.1K - $99.3K
|
461K
$10.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.29K+ 31.14% |
$95.6K - $96.8K
|
18.1K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.24K+ 19.38% |
$94.5K - $95.7K
|
26.1K
$588K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.87K+ 4.16% |
$86.2K - $87.2K
|
96.8K
$2.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.7K+ 10.37% |
$82.4K - $83.4K
|
39.3K
$886K
|