Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.03K+ 20.76% |
$176K - $178K
|
40.9K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6.92KNew |
$173K - $175K
|
6.92K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.38K+ 31.91% |
$159K - $162K
|
26.4K
$672K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.28K+ 8.8% |
$157K - $159K
|
77.6K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.86K+ 71.91% |
$146K - $149K
|
14K
$357K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.47K+ 21.27% |
$137K - $139K
|
31.2K
$793K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.04K+ 8.46% |
$126K - $128K
|
64.6K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.57K+ 3.32% |
$114K - $116K
|
142K
$3.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4.45K+ 1.37% |
$111K - $113K
|
329K
$8.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.87K+ 12.49% |
$96.8K - $98.2K
|
34.9K
$888K
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.8K+ 7.85% |
$94.9K - $96.3K
|
52.2K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
3.73K+ 4.01% |
$93.1K - $94.5K
|
96.6K
$2.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.51K+ 2.01% |
$87.6K - $88.9K
|
178K
$4.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
3.16K+ 4.11% |
$79K - $80.2K
|
80.1K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3K+ 2.34% |
$74.9K - $76K
|
131K
$3.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.78K+ 15.45% |
$69.3K - $70.3K
|
20.7K
$528K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
2.65K+ 4.73% |
$66.2K - $67.2K
|
58.7K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.19K+ 19.57% |
$54.8K - $55.6K
|
13.4K
$341K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.83K+ 1.19% |
$45.7K - $46.4K
|
155K
$3.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.55K+ 3.13% |
$38.8K - $39.4K
|
51.2K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16K+ 4.0% |
$28.9K - $29.3K
|
30.1K
$765K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
960+ 7.21% |
$24K - $24.3K
|
14.3K
$363K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
910New |
$22.7K - $23.1K
|
910
$23.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
778+ 5.82% |
$19.4K - $19.7K
|
14.1K
$360K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
587+ 5.12% |
$14.7K - $14.9K
|
12K
$306K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
423+ 0.73% |
$10.6K - $10.7K
|
58.1K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
409+ 5.73% |
$10.2K - $10.4K
|
7.55K
$192K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
406+ 0.79% |
$10.1K - $10.3K
|
51.9K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
404+ 0.05% |
$10.1K - $10.2K
|
754K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
200+ 0.95% |
$5K - $5.07K
|
21.3K
$543K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
119+ 0.39% |
$2.97K - $3.02K
|
30.8K
$783K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
103New |
$2.57K - $2.61K
|
103
$2.62K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
96+ 0.6% |
$2.4K - $2.43K
|
16K
$407K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.61% |
$1.52K - $1.55K
|
10.1K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
60+ 0.6% |
$1.5K - $1.52K
|
10K
$254K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
49+ 0.15% |
$1.22K - $1.24K
|
32.2K
$819K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.05% |
$74.9 - $76.1
|
6.55K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.01% |
$25 - $25.4
|
13.8K
$351K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-101- 4.11% |
$2.52K - $2.56K
|
2.36K
$60K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-103- 0.78% |
$2.57K - $2.61K
|
13K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-153- 0.62% |
$3.82K - $3.88K
|
24.4K
$621K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-160- 0.87% |
$4K - $4.06K
|
18.3K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-218- 1.44% |
$5.45K - $5.53K
|
14.9K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-266- 0.24% |
$6.64K - $6.74K
|
110K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-280- 0.27% |
$6.99K - $7.1K
|
103K
$2.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-317- 1.09% |
$7.92K - $8.04K
|
28.8K
$732K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-369- 3.07% |
$9.22K - $9.35K
|
11.6K
$296K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-440- 4.12% |
$11K - $11.2K
|
10.3K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-634- 4.33% |
$15.8K - $16.1K
|
14K
$356K
|