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 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.31K+ 2.44% |
$157K - $160K
|
265K
$6.78M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6K+ 45.82% |
$149K - $152K
|
19.1K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.89K+ 27.92% |
$147K - $150K
|
27K
$690K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
5.76K+ 1.73% |
$143K - $146K
|
339K
$8.66M
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.11K+ 9.03% |
$102K - $104K
|
49.6K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.94KNew |
$98.1K - $100K
|
3.94K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.84K+ 3.51% |
$95.6K - $97.6K
|
113K
$2.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.84K+ 14.36% |
$95.5K - $97.5K
|
30.6K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.6K+ 3.23% |
$89.5K - $91.5K
|
115K
$2.94M
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.93K+ 33.51% |
$72.8K - $74.4K
|
11.7K
$298K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.97K+ 2.41% |
$49.1K - $50.1K
|
84K
$2.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.79KNew |
$44.6K - $45.6K
|
1.79K
$45.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.78K+ 22.31% |
$44.4K - $45.3K
|
9.78K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.5K+ 10.77% |
$37.4K - $38.2K
|
15.4K
$395K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.43K+ 8.56% |
$35.6K - $36.4K
|
18.2K
$464K
|
|
|
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 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
680+ 5.64% |
$16.9K - $17.3K
|
12.7K
$325K
|
|
|
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
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
311+ 0.61% |
$7.74K - $7.9K
|
51.2K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
138+ 0.05% |
$3.43K - $3.51K
|
253K
$6.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
83+ 0.61% |
$2.07K - $2.11K
|
13.6K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
75+ 0.32% |
$1.87K - $1.91K
|
23.5K
$600K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
66+ 0.06% |
$1.64K - $1.68K
|
107K
$2.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
44+ 0.14% |
$1.09K - $1.12K
|
31.8K
$813K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
40New |
$995 - $1.02K
|
40
$1.02K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.03% |
$149 - $152
|
18.1K
$462K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.01% |
$24.9 - $25.4
|
11.7K
$298K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.01% |
$24.9 - $25.4
|
12.5K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-78- 0.32% |
$1.94K - $1.98K
|
24.3K
$621K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-128- 86.49% |
$3.18K - $3.25K
|
20
$511
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-259- 2.44% |
$6.44K - $6.58K
|
10.4K
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-304- 3.31% |
$7.56K - $7.72K
|
8.88K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-516- 2.53% |
$12.8K - $13.1K
|
19.8K
$507K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-644- 4.43% |
$16K - $16.4K
|
13.9K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-653- 2.05% |
$16.2K - $16.6K
|
31.2K
$798K
|