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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
144K+ 7.45% |
$3.57M - $3.65M
|
2.07M
$52.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
104K+ 13.85% |
$2.59M - $2.65M
|
857K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86.5K+ 80.61% |
$2.15M - $2.2M
|
194K
$4.96M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.2K+ 91.66% |
$1.4M - $1.43M
|
118K
$3.01M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49.2K+ 150.56% |
$1.22M - $1.25M
|
81.8K
$2.09M
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
29.3K+ 3.39% |
$728K - $744K
|
892K
$22.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
27.3KNew |
$678K - $693K
|
27.3K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
26.3K+ 9.3% |
$653K - $667K
|
308K
$7.88M
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.9K+ 12.72% |
$520K - $531K
|
185K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.9K+ 4.82% |
$520K - $531K
|
454K
$11.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.5K+ 14462.96% |
$486K - $496K
|
19.7K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.9K+ 10.01% |
$420K - $429K
|
186K
$4.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
15.9KNew |
$396K - $405K
|
15.9K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
14.5K+ 128.89% |
$361K - $368K
|
25.8K
$658K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.2KNew |
$352K - $360K
|
14.2K
$362K
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13KNew |
$322K - $329K
|
13K
$331K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.3K+ 50.77% |
$307K - $313K
|
36.6K
$936K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
12.1K+ 3.24% |
$302K - $308K
|
387K
$9.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
11.4KNew |
$283K - $289K
|
11.4K
$291K
|
|
|
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
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.6K+ 5.83% |
$264K - $270K
|
193K
$4.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.4KNew |
$259K - $264K
|
10.4K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 42.15% |
$252K - $257K
|
34.1K
$872K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.67KNew |
$241K - $246K
|
9.67K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.64K+ 2.27% |
$240K - $245K
|
435K
$11.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.73KNew |
$217K - $222K
|
8.73K
$223K
|
|
|
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
|