Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
286K+ 102.17% |
$6.32M - $6.42M
|
566K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
132KNew |
$2.91M - $2.96M
|
132K
$2.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
94.1K+ 162.95% |
$2.08M - $2.11M
|
152K
$3.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
79.7K+ 18.29% |
$1.76M - $1.79M
|
515K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58.4K+ 63.69% |
$1.29M - $1.31M
|
150K
$3.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
53.8K+ 28.26% |
$1.19M - $1.21M
|
244K
$5.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
52.4KNew |
$1.16M - $1.17M
|
52.4K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.5K+ 27.56% |
$895K - $909K
|
187K
$4.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 16.58% |
$646K - $657K
|
206K
$4.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
25.8K+ 3.48% |
$569K - $578K
|
767K
$17.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.6KNew |
$477K - $485K
|
21.6K
$481K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.1K+ 26.81% |
$422K - $429K
|
90.4K
$2.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
18.6K+ 3.72% |
$410K - $416K
|
518K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
15.2K+ 1.84% |
$335K - $341K
|
841K
$18.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13.9K+ 4.26% |
$307K - $312K
|
340K
$7.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.5K+ 12.31% |
$297K - $302K
|
123K
$2.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.8K+ 15.22% |
$260K - $264K
|
89K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$247K - $251K
|
11.2K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$245K - $249K
|
11.1K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$241K - $245K
|
10.9K
$243K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.6K+ 4.87% |
$233K - $237K
|
227K
$5.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.5K+ 6.38% |
$231K - $235K
|
175K
$3.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.4KNew |
$230K - $234K
|
10.4K
$232K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
9.82K+ 2.05% |
$217K - $220K
|
489K
$10.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.59K+ 30.18% |
$190K - $193K
|
37.1K
$825K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.93K+ 56.19% |
$131K - $133K
|
16.5K
$367K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.72K+ 12.15% |
$104K - $106K
|
43.6K
$970K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.73K+ 33.88% |
$82.3K - $83.6K
|
14.7K
$328K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.53K+ 1.56% |
$77.9K - $79.1K
|
230K
$5.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.9K+ 15.02% |
$64K - $65K
|
22.2K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.81K+ 7.01% |
$62.1K - $63K
|
42.9K
$954K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.04K+ 10.47% |
$45K - $45.7K
|
21.5K
$478K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
628+ 3.13% |
$13.9K - $14.1K
|
20.7K
$461K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
562+ 3.69% |
$12.4K - $12.6K
|
15.8K
$351K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
495+ 46.96% |
$10.9K - $11.1K
|
1.55K
$34.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
450+ 3.15% |
$9.94K - $10.1K
|
14.7K
$328K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
276+ 3.06% |
$6.1K - $6.19K
|
9.3K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 0.33% |
$751 - $763
|
10.4K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
30+ 0.23% |
$663 - $673
|
12.9K
$287K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 5.0% |
$22.1 - $22.4
|
21
$467
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-41- 1.33% |
$906 - $920
|
3.05K
$67.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-78- 4.28% |
$1.72K - $1.75K
|
1.75K
$38.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-210- 8.41% |
$4.64K - $4.71K
|
2.29K
$50.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 21.09% |
$24.9K - $25.3K
|
4.22K
$93.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.73K- 1.62% |
$38.2K - $38.8K
|
105K
$2.33M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.21K- 0.5% |
$48.8K - $49.6K
|
436K
$9.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.76K- 3.63% |
$82.9K - $84.3K
|
99.7K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-6.17K- 4.63% |
$136K - $138K
|
127K
$2.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.69K- 9.73% |
$148K - $150K
|
62K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-17.4K- 3.55% |
$385K - $391K
|
473K
$10.5M
|