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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9KNew |
$386K - $389K
|
16.9K
$388K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16.8K+ 3.15% |
$383K - $386K
|
550K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
16.4K+ 24.22% |
$375K - $378K
|
84.3K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.4KNew |
$375K - $377K
|
16.4K
$377K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
16.3K+ 5.22% |
$373K - $375K
|
329K
$7.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
16KNew |
$365K - $368K
|
16K
$367K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
15KNew |
$343K - $345K
|
15K
$344K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
15KNew |
$342K - $345K
|
15K
$344K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
14.8K+ 21.39% |
$337K - $339K
|
83.8K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14.6KNew |
$334K - $336K
|
14.6K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
14.3KNew |
$325K - $327K
|
14.3K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 33.6% |
$308K - $310K
|
53.7K
$1.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13.5KNew |
$308K - $310K
|
13.5K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
12.7K+ 100.05% |
$291K - $293K
|
25.5K
$584K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
12.3K+ 8.46% |
$280K - $282K
|
158K
$3.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
12.1K+ 0.86% |
$277K - $279K
|
1.42M
$32.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.1KNew |
$275K - $277K
|
12.1K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
11.2KNew |
$255K - $257K
|
11.2K
$256K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.9K+ 2.88% |
$248K - $250K
|
390K
$8.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.7KNew |
$244K - $246K
|
10.7K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.4K+ 8.1% |
$236K - $238K
|
138K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
10.2KNew |
$233K - $235K
|
10.2K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$230K - $232K
|
10.1K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.1KNew |
$230K - $231K
|
10.1K
$231K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
9.78KNew |
$223K - $225K
|
9.78K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9.55K+ 8.37% |
$218K - $219K
|
124K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
9.49KNew |
$216K - $218K
|
9.49K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9.19K+ 7.0% |
$210K - $211K
|
141K
$3.22M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.16KNew |
$209K - $210K
|
9.16K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
9.15K+ 1.89% |
$209K - $210K
|
493K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
9.11KNew |
$208K - $209K
|
9.11K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.07KNew |
$207K - $208K
|
9.07K
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
8.89KNew |
$203K - $204K
|
8.89K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.82KNew |
$201K - $203K
|
8.82K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
8.77K+ 8.66% |
$200K - $201K
|
110K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.76K+ 5.23% |
$200K - $201K
|
176K
$4.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
8.56K+ 11.68% |
$195K - $197K
|
81.9K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.41K+ 5.06% |
$192K - $193K
|
175K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
8.02K+ 9.7% |
$183K - $184K
|
90.7K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.84K+ 5.55% |
$179K - $180K
|
149K
$3.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.79K+ 13.5% |
$178K - $179K
|
65.5K
$1.5M
|
|
|
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
$4.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7.14K+ 4.66% |
$163K - $164K
|
160K
$3.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7K+ 5144.85% |
$160K - $161K
|
7.13K
$163K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
6.92K+ 586.77% |
$158K - $159K
|
8.1K
$186K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.64K+ 23.05% |
$151K - $152K
|
35.4K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
6.43K+ 2.47% |
$147K - $148K
|
267K
$6.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.43K+ 8.47% |
$147K - $148K
|
82.3K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.06K+ 5.41% |
$115K - $116K
|
98.7K
$2.26M
|