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 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
90+ 0.2% |
$2.01K - $2.03K
|
45.3K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
58+ 0.11% |
$1.29K - $1.31K
|
52.5K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
55New |
$1.23K - $1.24K
|
55
$1.24K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
36New |
$803 - $813
|
36
$811
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
33+ 0.16% |
$736 - $745
|
20.6K
$465K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 1.02% |
$468 - $474
|
2.08K
$46.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$44.6 - $45.1
|
3.31K
$74.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.67% |
$22.3 - $22.6
|
61
$1.37K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-13- 0.12% |
$290 - $293
|
11.2K
$253K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-35- 4.49% |
$781 - $790
|
745
$16.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-47- 3.25% |
$1.05K - $1.06K
|
1.4K
$31.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-91- 0.43% |
$2.03K - $2.05K
|
20.9K
$470K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-126- 20.52% |
$2.81K - $2.84K
|
488
$11K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-279- 2.21% |
$6.22K - $6.3K
|
12.4K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-292- 1.64% |
$6.51K - $6.59K
|
17.5K
$394K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-304- 1.68% |
$6.78K - $6.86K
|
17.8K
$402K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-402- 1.68% |
$8.96K - $9.07K
|
23.5K
$528K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-480- 3.78% |
$10.7K - $10.8K
|
12.2K
$275K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-632- 0.65% |
$14.1K - $14.3K
|
97.1K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-926- 4.83% |
$20.6K - $20.9K
|
18.2K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-967- 0.2% |
$21.6K - $21.8K
|
483K
$10.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.11K- 9.85% |
$24.8K - $25.1K
|
10.2K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.13K- 0.19% |
$25.2K - $25.5K
|
596K
$13.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.2K- 9.07% |
$26.8K - $27.1K
|
12K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.25K- 1.15% |
$27.9K - $28.2K
|
108K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.37K- 3.87% |
$30.6K - $31K
|
34.1K
$768K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.78K- 5.05% |
$39.6K - $40.1K
|
33.4K
$752K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.79K- 4.53% |
$39.9K - $40.4K
|
37.7K
$849K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.25K- 0.37% |
$50.1K - $50.7K
|
604K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.27K- 0.36% |
$50.5K - $51.1K
|
623K
$14M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.35K- 0.71% |
$74.7K - $75.6K
|
467K
$10.5M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.97K- 9.43% |
$88.6K - $89.7K
|
38.2K
$860K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-4.06K- 29.83% |
$90.5K - $91.6K
|
9.55K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.58K- 33.82% |
$102K - $103K
|
8.97K
$202K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.34K- 9.63% |
$141K - $143K
|
59.5K
$1.34M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.17K- 44.15% |
$160K - $162K
|
9.07K
$204K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-7.22K- 2.34% |
$161K - $163K
|
302K
$6.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.46K- 4.03% |
$166K - $168K
|
178K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.97K- 7.13% |
$200K - $202K
|
117K
$2.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.9K- 6.95% |
$288K - $292K
|
173K
$3.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.5K- 79.69% |
$301K - $304K
|
3.44K
$77.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-13.6K- 43.91% |
$302K - $306K
|
17.3K
$390K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-15.1K- 18.28% |
$336K - $340K
|
67.4K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-19.9K- 54.99% |
$443K - $449K
|
16.3K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-24.7K- 8.91% |
$550K - $557K
|
252K
$5.68M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-32.3K- 70.08% |
$720K - $728K
|
13.8K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-32.3K- 70.08% |
$720K - $728K
|
13.8K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-35K- 59.53% |
$781K - $791K
|
23.8K
$536K
|