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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.35K+ 8.93% |
N/A
|
28.6K
$680K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
2.3K+ 47.08% |
N/A
|
7.2K
$171K
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
2.28K+ 4.83% |
N/A
|
49.5K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.01K+ 0.3% |
N/A
|
674K
$16M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2KNew |
N/A
|
2K
$47.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.91K+ 61.97% |
N/A
|
4.99K
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
1.9K+ 183.29% |
N/A
|
2.93K
$69.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.81K+ 1.51% |
N/A
|
122K
$2.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.71K+ 0.62% |
N/A
|
275K
$6.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.52K+ 13.16% |
N/A
|
13.1K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.51K+ 2.74% |
N/A
|
56.6K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.51K+ 2.46% |
N/A
|
62.8K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.46K+ 6.53% |
N/A
|
23.8K
$565K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.23KNew |
N/A
|
1.23K
$29.2K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.23K+ 0.72% |
N/A
|
171K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.15K+ 2.45% |
N/A
|
48.1K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.13K+ 2.56% |
N/A
|
45.3K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.09K+ 0.44% |
N/A
|
252K
$5.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.04K+ 4.55% |
N/A
|
23.8K
$565K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.03K+ 3.87% |
N/A
|
27.6K
$655K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.02K+ 1.46% |
N/A
|
71K
$1.69M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.01K+ 32.96% |
N/A
|
4.08K
$96.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
973+ 6.08% |
N/A
|
17K
$403K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
972+ 4.96% |
N/A
|
20.6K
$489K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
969+ 31.85% |
N/A
|
4.01K
$95.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
969+ 0.52% |
N/A
|
187K
$4.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
912+ 7.12% |
N/A
|
13.7K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
884+ 40.98% |
N/A
|
3.04K
$72.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
876New |
N/A
|
876
$20.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
850+ 2.62% |
N/A
|
33.3K
$790K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
803New |
N/A
|
803
$19.1K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
800New |
N/A
|
800
$19K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
734+ 0.48% |
N/A
|
153K
$3.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
621New |
N/A
|
621
$14.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
560+ 1.13% |
N/A
|
50K
$1.19M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
554+ 0.17% |
N/A
|
335K
$7.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
518+ 2.5% |
N/A
|
21.2K
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
500+ 4.31% |
N/A
|
12.1K
$287K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
483+ 2.7% |
N/A
|
18.3K
$436K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
464+ 2.05% |
N/A
|
23.1K
$548K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
425+ 0.54% |
N/A
|
79.2K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
415+ 2.24% |
N/A
|
18.9K
$450K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
414+ 2.53% |
N/A
|
16.8K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
413New |
N/A
|
413
$9.81K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
400+ 1.03% |
N/A
|
39.4K
$936K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
383+ 0.72% |
N/A
|
53.4K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
368New |
N/A
|
368
$8.74K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
322+ 0.56% |
N/A
|
57.8K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
313+ 0.38% |
N/A
|
83.7K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
286+ 1.28% |
N/A
|
22.6K
$538K
|