Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
61.8KNew |
$1.63M - $1.65M
|
61.8K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
27.1KNew |
$716K - $725K
|
27.1K
$724K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 8.54% |
$335K - $340K
|
161K
$4.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
9.83KNew |
$260K - $263K
|
9.83K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.25K+ 2.11% |
$139K - $141K
|
254K
$6.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.43K+ 22.83% |
$90.7K - $91.9K
|
18.5K
$494K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.4K+ 6.71% |
$37K - $37.5K
|
22.3K
$595K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.17K+ 3.16% |
$31K - $31.4K
|
38.3K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
550+ 3.46% |
$14.5K - $14.7K
|
16.5K
$440K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
252+ 0.09% |
$6.66K - $6.74K
|
275K
$7.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
106+ 0.55% |
$2.8K - $2.84K
|
19.5K
$522K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
41+ 0.15% |
$1.08K - $1.1K
|
27.2K
$728K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-623- 2.05% |
$16.5K - $16.7K
|
29.8K
$797K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.12K- 3.11% |
$29.6K - $30K
|
34.9K
$933K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.11K- 43.07% |
$214K - $217K
|
10.7K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-16.5K- 9.54% |
$435K - $441K
|
156K
$4.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-22.1K- 4.21% |
$585K - $593K
|
505K
$13.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-26.4K- 60.4% |
$696K - $705K
|
17.3K
$462K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-45.2K- 54.06% |
$1.19M - $1.21M
|
38.4K
$1.03M
|