Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBTM) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2032 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
348KNew |
$7.82M - $8.05M
|
348K
$8.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
59.9K+ 3.02% |
$1.34M - $1.38M
|
2.04M
$46.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
59.8K+ 1289.35% |
$1.34M - $1.38M
|
64.5K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.1K+ 55.6% |
$743K - $765K
|
92.6K
$2.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
18.7KNew |
$420K - $433K
|
18.7K
$431K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
17.5K+ 5.29% |
$392K - $404K
|
348K
$8M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
16.4K+ 45.62% |
$368K - $379K
|
52.3K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
10.7K+ 27.79% |
$240K - $247K
|
49.2K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.02K+ 6.16% |
$202K - $208K
|
155K
$3.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
6.26K+ 4.65% |
$141K - $145K
|
141K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.28K+ 3.32% |
$118K - $122K
|
164K
$3.78M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
2.14K+ 0.5% |
$48K - $49.4K
|
428K
$9.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.85K+ 72.19% |
$41.6K - $42.8K
|
4.42K
$102K
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
638+ 1.69% |
$14.3K - $14.8K
|
38.5K
$885K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
530+ 69.92% |
$11.9K - $12.3K
|
1.29K
$29.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
370+ 2.04% |
$8.31K - $8.55K
|
18.5K
$425K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
269+ 0.79% |
$6.04K - $6.22K
|
34.4K
$791K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
85+ 1.82% |
$1.91K - $1.97K
|
4.76K
$110K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$89.8 - $92.5
|
10.2K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.94K- 10.81% |
$43.7K - $44.9K
|
16K
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-14.6K- 16.07% |
$328K - $338K
|
76.3K
$1.75M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-16.3K- 9.39% |
$367K - $377K
|
158K
$3.62M
|