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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-654- 2.04% |
$16.3K - $16.6K
|
31.4K
$798K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-736- 1.81% |
$18.4K - $18.7K
|
39.8K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-845- 1.85% |
$21.1K - $21.4K
|
44.7K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-902- 1.96% |
$22.5K - $22.9K
|
45.1K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.04K- 6.91% |
$25.9K - $26.2K
|
14K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 8.19% |
$30.3K - $30.7K
|
13.6K
$346K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.41K- 55.82% |
$35.2K - $35.7K
|
1.12K
$28.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.46K- 3.35% |
$36.4K - $36.9K
|
42.1K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.66K- 7.96% |
$41.4K - $42K
|
19.2K
$488K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2K- 2.81% |
$49.9K - $50.6K
|
69K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 28.57% |
$50K - $50.7K
|
5K
$127K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.22K- 0.9% |
$55.4K - $56.2K
|
244K
$6.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.23K- 13.8% |
$55.7K - $56.5K
|
13.9K
$354K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.35K- 11.82% |
$58.6K - $59.4K
|
17.5K
$445K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.53K- 5.59% |
$63.1K - $64.1K
|
42.6K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.53K- 10.39% |
$88.1K - $89.4K
|
30.4K
$774K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.29K- 8.67% |
$107K - $109K
|
45.2K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-7.06K- 9.89% |
$176K - $179K
|
64.3K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.78K- 8.83% |
$244K - $248K
|
101K
$2.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.93K- 20.61% |
$248K - $252K
|
38.2K
$973K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-10.7K- 8.35% |
$267K - $271K
|
117K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 4.28% |
$440K - $446K
|
394K
$10M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-33.1K- 57.33% |
$827K - $839K
|
24.6K
$627K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-36.2K- 27.72% |
$904K - $917K
|
94.4K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-55.6K- 37.62% |
$1.39M - $1.41M
|
92.2K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-62.3K- 6.15% |
$1.56M - $1.58M
|
950K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-123K- 31.52% |
$3.06M - $3.11M
|
266K
$6.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-153K- 27.6% |
$3.83M - $3.88M
|
402K
$10.2M
|