Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBTG) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
56.5K+ 15.34% |
$1.29M - $1.3M
|
424K
$9.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.9K+ 13.38% |
$476K - $479K
|
177K
$4.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
19.3K+ 2.98% |
$441K - $444K
|
668K
$15.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
16.3K+ 5.22% |
$373K - $375K
|
329K
$7.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
12.1K+ 0.86% |
$277K - $279K
|
1.42M
$32.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
9.78KNew |
$223K - $225K
|
9.78K
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9.55K+ 8.37% |
$218K - $219K
|
124K
$2.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.07KNew |
$207K - $208K
|
9.07K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.65K+ 20.5% |
$174K - $176K
|
44.9K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.27K+ 3.76% |
$166K - $167K
|
201K
$4.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.64K+ 23.05% |
$151K - $152K
|
35.4K
$809K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.57K+ 8.77% |
$58.6K - $59K
|
31.9K
$728K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
82+ 0.67% |
$1.87K - $1.88K
|
12.4K
$283K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 0.15% |
$68.4 - $68.9
|
1.97K
$45.1K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-30- 3.95% |
$684 - $689
|
729
$16.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-47- 0.1% |
$1.07K - $1.08K
|
46.6K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-206- 1.04% |
$4.7K - $4.73K
|
19.6K
$448K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5.31K- 7.18% |
$121K - $122K
|
68.6K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-7.82K- 10.49% |
$178K - $180K
|
66.7K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.85K- 89.55% |
$225K - $226K
|
1.15K
$26.3K
|