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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.48K+ 20.74% |
$77.6K - $78.6K
|
20.3K
$457K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.42K+ 3.38% |
$76.2K - $77.1K
|
104K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.4K+ 21.79% |
$75.8K - $76.7K
|
19K
$428K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.27K+ 8.34% |
$73K - $73.9K
|
42.5K
$958K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.15K+ 3.49% |
$70.2K - $71.1K
|
93.3K
$2.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.14K+ 2.2% |
$70.1K - $71K
|
146K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3K+ 11.4% |
$67K - $67.8K
|
29.4K
$661K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2.84K+ 15.69% |
$63.4K - $64.1K
|
21K
$472K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.82K+ 3.02% |
$62.9K - $63.6K
|
96.3K
$2.17M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.69K+ 5.27% |
$59.9K - $60.6K
|
53.7K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.68K+ 1900.0% |
$59.7K - $60.5K
|
2.82K
$63.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
2.07K+ 6.94% |
$46.2K - $46.8K
|
31.9K
$719K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.01K+ 5.0% |
$44.8K - $45.4K
|
42.3K
$952K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2K+ 12.78% |
$44.7K - $45.2K
|
17.7K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 7.4% |
$42.4K - $42.9K
|
27.6K
$621K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.78K+ 99.94% |
$39.6K - $40.1K
|
3.56K
$80.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 2.0% |
$39.1K - $39.6K
|
89.6K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.7K+ 15.71% |
$38K - $38.4K
|
12.5K
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.45K+ 8.19% |
$32.2K - $32.6K
|
19.1K
$430K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.31K+ 6.1% |
$29.2K - $29.5K
|
22.8K
$513K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.29K+ 0.27% |
$28.7K - $29K
|
485K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.25K+ 8.61% |
$27.8K - $28.1K
|
15.7K
$354K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.16K+ 8.78% |
$25.8K - $26.1K
|
14.4K
$323K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.14K+ 6.75% |
$25.3K - $25.6K
|
18K
$404K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.09K+ 3.57% |
$24.3K - $24.6K
|
31.6K
$712K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 6.54% |
$23.3K - $23.6K
|
17K
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
979+ 4.96% |
$21.8K - $22.1K
|
20.7K
$467K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
916+ 106.26% |
$20.4K - $20.7K
|
1.78K
$40K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
742+ 2.0% |
$16.5K - $16.7K
|
37.9K
$853K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
691New |
$15.4K - $15.6K
|
691
$15.6K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
646+ 2.76% |
$14.4K - $14.6K
|
24K
$541K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
631New |
$14.1K - $14.2K
|
631
$14.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
605+ 0.97% |
$13.5K - $13.7K
|
63K
$1.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
591+ 1.35% |
$13.2K - $13.3K
|
44.3K
$997K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
570New |
$12.7K - $12.9K
|
570
$12.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
537+ 10.53% |
$12K - $12.1K
|
5.64K
$127K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
536+ 4.14% |
$12K - $12.1K
|
13.5K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
497+ 0.15% |
$11.1K - $11.2K
|
334K
$7.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
456New |
$10.2K - $10.3K
|
456
$10.3K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
400New |
$8.92K - $9.03K
|
400
$9.01K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
395+ 3.68% |
$8.81K - $8.92K
|
11.1K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
326+ 58.95% |
$7.27K - $7.36K
|
879
$19.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
324+ 0.86% |
$7.23K - $7.31K
|
38K
$857K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
263+ 0.46% |
$5.86K - $5.94K
|
57.5K
$1.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
208+ 0.9% |
$4.64K - $4.69K
|
23.2K
$523K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
196+ 0.19% |
$4.37K - $4.42K
|
103K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
167+ 1.29% |
$3.72K - $3.77K
|
13.1K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
137+ 0.43% |
$3.06K - $3.09K
|
31.8K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
118New |
$2.63K - $2.66K
|
118
$2.66K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
92New |
$2.05K - $2.08K
|
92
$2.07K
|