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
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-722- 7.38% |
$18K - $18.3K
|
9.07K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-900- 2.99% |
$22.4K - $22.9K
|
29.2K
$746K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-1K- 6.76% |
$24.9K - $25.4K
|
13.8K
$353K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.04K- 6.67% |
$25.8K - $26.3K
|
14.5K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.19K- 1.27% |
$29.7K - $30.3K
|
92.7K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.23K- 7.68% |
$30.7K - $31.3K
|
14.8K
$379K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.34K- 11.47% |
$58.3K - $59.6K
|
18.1K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3K- 26.21% |
$74.7K - $76.3K
|
8.46K
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.26K- 9.39% |
$106K - $108K
|
41.1K
$1.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.51K- 16.44% |
$112K - $115K
|
22.9K
$585K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-5.42K- 6.02% |
$135K - $138K
|
84.5K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.97K- 17.44% |
$149K - $152K
|
28.3K
$723K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.25K- 22.99% |
$180K - $184K
|
24.3K
$621K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-8.58K- 39.34% |
$213K - $218K
|
13.2K
$338K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-10.5K- 9.73% |
$261K - $266K
|
97.3K
$2.49M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.5K- 65.87% |
$560K - $572K
|
11.7K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-29.2K- 8.03% |
$728K - $743K
|
335K
$8.57M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-47.1K- 6.72% |
$1.17M - $1.2M
|
654K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-134K- 35.92% |
$3.34M - $3.41M
|
240K
$6.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-253K- 45.68% |
$6.3M - $6.43M
|
301K
$7.7M
|