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 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-500- 3.67% |
N/A
|
13.1K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-500- 13.66% |
N/A
|
3.16K
$75.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-521- 2.12% |
N/A
|
24K
$570K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-540- 4.25% |
N/A
|
12.2K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-554- 0.25% |
N/A
|
225K
$5.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-557- 1.63% |
N/A
|
33.6K
$799K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-560- 0.19% |
N/A
|
288K
$6.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-601- 1.14% |
N/A
|
52.1K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-663- 3.39% |
N/A
|
18.9K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-775- 5.69% |
N/A
|
12.9K
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-825- 12.87% |
N/A
|
5.58K
$133K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-847- 2.78% |
N/A
|
29.6K
$702K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-895- 1.4% |
N/A
|
63.3K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-918- 4.94% |
N/A
|
17.7K
$420K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.17K- 1.09% |
N/A
|
106K
$2.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.3K- 11.13% |
N/A
|
10.4K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.34K- 11.83% |
N/A
|
9.98K
$237K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.4K- 2.19% |
N/A
|
62.6K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.57K- 6.47% |
N/A
|
22.7K
$539K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.6K- 13.38% |
N/A
|
10.4K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.8K- 1.96% |
N/A
|
89.8K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.98K- 0.89% |
N/A
|
220K
$5.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.16K- 12.32% |
N/A
|
15.4K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.38K- 4.05% |
N/A
|
56.4K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.39K- 10.38% |
N/A
|
20.6K
$489K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.4K- 1.01% |
N/A
|
234K
$5.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.44K- 59.41% |
N/A
|
1.67K
$39.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.76K- 1.52% |
N/A
|
179K
$4.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.77K- 0.42% |
N/A
|
652K
$15.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.82K- 1.52% |
N/A
|
183K
$4.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.85K- 0.85% |
N/A
|
330K
$7.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.94K- 4.83% |
N/A
|
57.8K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.99K- 1.8% |
N/A
|
163K
$3.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3K- 40.0% |
N/A
|
4.5K
$107K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.12K- 1.21% |
N/A
|
255K
$6.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.38K- 0.83% |
N/A
|
405K
$9.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.75K- 63.41% |
N/A
|
2.16K
$51.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.57K- 12.5% |
N/A
|
32K
$760K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-4.63K- 50.68% |
N/A
|
4.51K
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.77K- 2.11% |
N/A
|
221K
$5.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5.19K- 6.06% |
N/A
|
80.5K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-5.41K- 6.25% |
N/A
|
81.1K
$1.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.51K- 1.98% |
N/A
|
273K
$6.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.24K- 16.71% |
N/A
|
31.1K
$739K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-6.52K- 14.82% |
N/A
|
37.5K
$891K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.54K- 6.0% |
N/A
|
102K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-6.55K- 2.49% |
N/A
|
257K
$6.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-6.76K- 1.09% |
N/A
|
613K
$14.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.82K- 14.45% |
N/A
|
40.4K
$959K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-7.56K- 1.3% |
N/A
|
573K
$13.6M
|