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 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.46K+ 1.11% |
$102K - $102K
|
407K
$9.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.46K+ 5.19% |
$102K - $102K
|
90.4K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.42K+ 7.44% |
$101K - $102K
|
63.9K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
4.36K+ 3.65% |
$99.5K - $100K
|
124K
$2.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
4.27K+ 12.48% |
$97.4K - $98.1K
|
38.5K
$882K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.25K+ 6.77% |
$97K - $97.7K
|
67K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.1K+ 28.22% |
$93.6K - $94.3K
|
18.6K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.85K+ 0.8% |
$87.8K - $88.4K
|
483K
$11.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.48K+ 3.52% |
$79.4K - $79.9K
|
102K
$2.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3.21K+ 3.37% |
$73.2K - $73.8K
|
98.4K
$2.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.1K+ 7.39% |
$70.7K - $71.2K
|
45K
$1.03M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3.07K+ 11.0% |
$69.9K - $70.4K
|
30.9K
$709K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.9K+ 11.28% |
$66.2K - $66.7K
|
28.6K
$656K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.57K+ 8.77% |
$58.6K - $59K
|
31.9K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
2.41K+ 4.36% |
$55K - $55.4K
|
57.7K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.1K+ 6.4% |
$47.8K - $48.2K
|
34.8K
$798K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 1.57% |
$47.7K - $48K
|
135K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
1.92K+ 175.87% |
$43.9K - $44.2K
|
3.02K
$69.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.91K+ 3.49% |
$43.5K - $43.8K
|
56.7K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.75K+ 6.49% |
$39.9K - $40.2K
|
28.7K
$658K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.73K+ 16.4% |
$39.5K - $39.8K
|
12.3K
$282K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.63K+ 8.82% |
$37.1K - $37.3K
|
20.1K
$460K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
1.61K+ 3.54% |
$36.8K - $37.1K
|
47.3K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.57K+ 78.92% |
$35.7K - $35.9K
|
3.55K
$81.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.54K+ 8.94% |
$35.2K - $35.5K
|
18.8K
$431K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.42K+ 8.22% |
$32.3K - $32.5K
|
18.7K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.28K+ 1.47% |
$29.1K - $29.3K
|
88.3K
$2.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.23K+ 5.23% |
$28.1K - $28.3K
|
24.8K
$567K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.19K+ 13.01% |
$27.2K - $27.4K
|
10.4K
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.15K+ 4.93% |
$26.1K - $26.3K
|
24.4K
$559K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
917+ 2.66% |
$20.9K - $21.1K
|
35.3K
$810K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
895+ 3.42% |
$20.4K - $20.6K
|
27.1K
$620K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
890New |
$20.3K - $20.4K
|
890
$20.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
886+ 4.62% |
$20.2K - $20.4K
|
20.1K
$460K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
764+ 0.9% |
$17.4K - $17.5K
|
85.4K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
696+ 3.79% |
$15.9K - $16K
|
19K
$437K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
603+ 0.99% |
$13.8K - $13.9K
|
61.5K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
526+ 8.05% |
$12K - $12.1K
|
7.06K
$162K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
470+ 1.94% |
$10.7K - $10.8K
|
24.7K
$566K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
437+ 3.58% |
$9.97K - $10K
|
12.6K
$290K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
335+ 1.39% |
$7.64K - $7.69K
|
24.4K
$559K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
242+ 21.76% |
$5.52K - $5.56K
|
1.35K
$31K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
233+ 1.03% |
$5.31K - $5.35K
|
22.8K
$523K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
195+ 0.19% |
$4.45K - $4.48K
|
101K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
167+ 0.76% |
$3.81K - $3.84K
|
22.3K
$510K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
159+ 0.35% |
$3.63K - $3.65K
|
45.2K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
149+ 1.96% |
$3.4K - $3.42K
|
7.76K
$178K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
106+ 0.85% |
$2.42K - $2.43K
|
12.5K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
104+ 0.65% |
$2.37K - $2.39K
|
16.1K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
94+ 1.03% |
$2.14K - $2.16K
|
9.21K
$211K
|