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 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
89New |
$2.03K - $2.04K
|
89
$2.04K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
82+ 0.67% |
$1.87K - $1.88K
|
12.4K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
79+ 0.51% |
$1.8K - $1.81K
|
15.7K
$359K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
68+ 0.61% |
$1.55K - $1.56K
|
11.2K
$257K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
67+ 0.3% |
$1.53K - $1.54K
|
22.4K
$513K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
24+ 0.22% |
$547 - $551
|
10.9K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21+ 0.13% |
$479 - $482
|
15.6K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.99% |
$456 - $459
|
2.03K
$46.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 0.01% |
$137 - $138
|
42.6K
$977K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.12% |
$91.2 - $91.9
|
3.24K
$74.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 0.15% |
$68.4 - $68.9
|
1.97K
$45.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.75% |
$22.8 - $23
|
58
$1.33K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24- 0.14% |
$547 - $551
|
17.5K
$402K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-30- 3.95% |
$684 - $689
|
729
$16.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-46- 3.25% |
$1.05K - $1.06K
|
1.37K
$31.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-47- 0.1% |
$1.07K - $1.08K
|
46.6K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-74- 0.36% |
$1.69K - $1.7K
|
20.3K
$465K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-206- 1.04% |
$4.7K - $4.73K
|
19.6K
$449K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-272- 2.2% |
$6.2K - $6.25K
|
12.1K
$278K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-349- 1.29% |
$7.96K - $8.02K
|
26.8K
$614K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-660- 0.22% |
$15.1K - $15.2K
|
300K
$6.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-668- 1.13% |
$15.2K - $15.3K
|
58.5K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-706- 0.7% |
$16.1K - $16.2K
|
101K
$2.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-783- 1.59% |
$17.9K - $18K
|
48.5K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-790- 4.62% |
$18K - $18.1K
|
16.3K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-801- 2.9% |
$18.3K - $18.4K
|
26.8K
$615K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.08K- 8.11% |
$24.5K - $24.7K
|
12.2K
$279K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.15K- 1.1% |
$26.2K - $26.4K
|
103K
$2.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.16K- 1.43% |
$26.3K - $26.5K
|
79.5K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.27K- 0.93% |
$28.9K - $29.1K
|
136K
$3.11M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 0.37% |
$32K - $32.2K
|
373K
$8.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.44K- 10.24% |
$32.8K - $33K
|
12.6K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.71K- 2.54% |
$38.9K - $39.2K
|
65.5K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.81K- 1.25% |
$41.2K - $41.5K
|
142K
$3.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.02K- 3.37% |
$46K - $46.3K
|
57.9K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-2.33K- 53.96% |
$53.2K - $53.6K
|
1.99K
$45.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.38K- 14.28% |
$54.2K - $54.6K
|
14.3K
$327K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.5K- 50.0% |
$57K - $57.4K
|
2.5K
$57.3K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.7K- 64.29% |
$61.6K - $62K
|
1.5K
$34.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.5K- 7.75% |
$79.9K - $80.4K
|
41.7K
$955K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.73K- 12.38% |
$85.1K - $85.7K
|
26.4K
$605K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-3.88K- 2.19% |
$88.6K - $89.2K
|
173K
$3.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.93K- 83.19% |
$89.6K - $90.2K
|
794
$18.2K
|
|
|
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 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-6.26K- 4.57% |
$143K - $144K
|
131K
$3M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.79K- 12.17% |
$155K - $156K
|
49K
$1.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.98K- 44.02% |
$159K - $160K
|
8.87K
$203K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.01K- 12.11% |
$160K - $161K
|
50.9K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-7.59K- 12.29% |
$173K - $174K
|
54.2K
$1.24M
|