Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
66K+ 200.29% |
$1.64M - $1.68M
|
98.9K
$2.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
63.2KNew |
$1.57M - $1.61M
|
63.2K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
58.6KNew |
$1.46M - $1.49M
|
58.6K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56.7K+ 137.99% |
$1.41M - $1.44M
|
97.8K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
55K+ 17.16% |
$1.37M - $1.4M
|
376K
$9.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
51.4K+ 15.54% |
$1.28M - $1.31M
|
382K
$9.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
50.6K+ 7.39% |
$1.26M - $1.29M
|
735K
$18.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
39.2KNew |
$975K - $996K
|
39.2K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.7K+ 4.56% |
$913K - $932K
|
841K
$21.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
27.3KNew |
$678K - $693K
|
27.3K
$697K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
24.9KNew |
$621K - $634K
|
24.9K
$637K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
24.7K+ 106.27% |
$616K - $629K
|
48K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
24.3K+ 93.17% |
$605K - $618K
|
50.4K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
23.6K+ 26.63% |
$588K - $601K
|
112K
$2.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.2K+ 275.64% |
$553K - $564K
|
30.3K
$774K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.5K+ 14462.96% |
$486K - $496K
|
19.7K
$503K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
15.9KNew |
$396K - $405K
|
15.9K
$407K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
14K+ 17.12% |
$349K - $356K
|
95.9K
$2.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
13.9KNew |
$346K - $353K
|
13.9K
$355K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.2KNew |
$329K - $336K
|
13.2K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
12.1K+ 3.24% |
$302K - $308K
|
387K
$9.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
10.9KNew |
$272K - $278K
|
10.9K
$279K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
10.7K+ 110.2% |
$267K - $272K
|
20.4K
$523K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.4KNew |
$259K - $264K
|
10.4K
$266K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.56KNew |
$213K - $218K
|
8.56K
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.41K+ 4.87% |
$209K - $214K
|
181K
$4.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.27KNew |
$206K - $210K
|
8.27K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.05KNew |
$200K - $204K
|
8.05K
$206K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.03KNew |
$200K - $204K
|
8.03K
$205K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
6.42K+ 13.48% |
$160K - $163K
|
54K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.27K+ 18.93% |
$156K - $159K
|
39.4K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.13K+ 11.45% |
$152K - $156K
|
59.6K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
5.27K+ 24.18% |
$131K - $134K
|
27.1K
$692K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.24K+ 5.12% |
$106K - $108K
|
87.2K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.94KNew |
$98.1K - $100K
|
3.94K
$101K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.84K+ 14.36% |
$95.5K - $97.5K
|
30.6K
$781K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
3.55K+ 26.71% |
$88.3K - $90.2K
|
16.8K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.12K+ 1.3% |
$77.6K - $79.3K
|
242K
$6.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.03K+ 21.94% |
$50.6K - $51.6K
|
11.3K
$289K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.98K+ 3.26% |
$49.2K - $50.2K
|
62.6K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.79KNew |
$44.6K - $45.6K
|
1.79K
$45.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.5K+ 10.77% |
$37.4K - $38.2K
|
15.4K
$395K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16K+ 7.67% |
$28.9K - $29.5K
|
16.3K
$416K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.15K+ 0.76% |
$28.5K - $29.1K
|
151K
$3.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
914+ 1.96% |
$22.7K - $23.2K
|
47.5K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
900+ 947.37% |
$22.4K - $22.9K
|
995
$25.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
752+ 3.66% |
$18.7K - $19.1K
|
21.3K
$545K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
593+ 4.28% |
$14.8K - $15.1K
|
14.4K
$369K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
591+ 4.74% |
$14.7K - $15K
|
13.1K
$334K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
573+ 1.33% |
$14.3K - $14.6K
|
43.8K
$1.12M
|