Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.2K+ 1.35% |
N/A
|
689K
$16.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.44K+ 14.19% |
N/A
|
67.9K
$1.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
8.43K+ 0.48% |
N/A
|
1.75M
$41.6M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
8.38K+ 17.56% |
N/A
|
56.1K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
8.38KNew |
N/A
|
8.38K
$199K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
8.28KNew |
N/A
|
8.28K
$197K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
8.25K+ 4.62% |
N/A
|
187K
$4.43M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.13K+ 3.8% |
N/A
|
222K
$5.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.97K+ 6.21% |
N/A
|
136K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
7.64K+ 3.1% |
N/A
|
254K
$6.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.63K+ 0.73% |
N/A
|
1.05M
$25M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.44K+ 4.15% |
N/A
|
187K
$4.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
7.2K+ 1.61% |
N/A
|
454K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.15K+ 41.5% |
N/A
|
24.4K
$579K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.98K+ 13.47% |
N/A
|
58.8K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.49K+ 2.03% |
N/A
|
326K
$7.74M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
6.18K+ 11.91% |
N/A
|
58.1K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.06K+ 32.7% |
N/A
|
24.6K
$584K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.97K+ 2.57% |
N/A
|
238K
$5.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.92K+ 2.67% |
N/A
|
228K
$5.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
5.75K+ 1.86% |
N/A
|
316K
$7.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5.14K+ 10.6% |
N/A
|
53.6K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
5.03K+ 2.19% |
N/A
|
235K
$5.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.87K+ 21.36% |
N/A
|
27.7K
$658K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.81K+ 3.18% |
N/A
|
156K
$3.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.48K+ 2.56% |
N/A
|
179K
$4.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.2K+ 38.25% |
N/A
|
15.2K
$360K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.19K+ 16.06% |
N/A
|
30.2K
$718K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
4.18K+ 6.25% |
N/A
|
71.1K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3.81K+ 10.96% |
N/A
|
38.6K
$917K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.8K+ 4.85% |
N/A
|
82K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
3.68K+ 14.09% |
N/A
|
29.8K
$707K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.62K+ 8.01% |
N/A
|
48.9K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.59K+ 196.66% |
N/A
|
5.41K
$129K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.44K+ 2.68% |
N/A
|
132K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.4K+ 2.34% |
N/A
|
149K
$3.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.39K+ 0.61% |
N/A
|
557K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.39K+ 3.26% |
N/A
|
107K
$2.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.38K+ 20.08% |
N/A
|
20.2K
$480K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.16K+ 2.27% |
N/A
|
142K
$3.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.97K+ 2.65% |
N/A
|
115K
$2.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.96K+ 2.9% |
N/A
|
105K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.94K+ 5.12% |
N/A
|
60.3K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.91KNew |
N/A
|
2.91K
$69.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.89K+ 5.55% |
N/A
|
55K
$1.31M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
2.76K+ 0.9% |
N/A
|
310K
$7.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
2.68K+ 23.16% |
N/A
|
14.2K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2.5K+ 0.84% |
N/A
|
300K
$7.13M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.45K+ 3.08% |
N/A
|
81.9K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.4KNew |
N/A
|
2.4K
$57K
|