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 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-7.82K- 10.49% |
$178K - $180K
|
66.7K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8.08K- 1.35% |
$184K - $186K
|
590K
$13.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-8.14K- 10.03% |
$186K - $187K
|
73K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-8.24K- 40.3% |
$188K - $189K
|
12.2K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.85K- 89.55% |
$225K - $226K
|
1.15K
$26.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-10.8K- 14.86% |
$245K - $247K
|
61.6K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.9K- 4.3% |
$248K - $250K
|
242K
$5.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-11.3K- 43.96% |
$258K - $260K
|
14.4K
$331K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-12.1K- 26.54% |
$276K - $278K
|
33.5K
$767K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.4K- 6.5% |
$284K - $286K
|
179K
$4.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-12.6K- 15.43% |
$287K - $289K
|
69K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-13K- 5.1% |
$298K - $300K
|
243K
$5.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-13.7K- 12.33% |
$314K - $316K
|
97.7K
$2.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-14.4K- 40.42% |
$327K - $330K
|
21.2K
$485K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-15K- 49.71% |
$342K - $345K
|
15.2K
$348K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-18.1K- 7.47% |
$412K - $415K
|
224K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.4K- 21.57% |
$488K - $491K
|
77.7K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.7K- 5.88% |
$632K - $636K
|
443K
$10.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-31K- 27.58% |
$707K - $711K
|
81.3K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-42.1K- 11.0% |
$961K - $967K
|
341K
$7.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46.8K- 81.42% |
$1.07M - $1.08M
|
10.7K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-47.5K- 9.84% |
$1.08M - $1.09M
|
435K
$9.97M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-50.8K- 20.05% |
$1.16M - $1.17M
|
203K
$4.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-56.5K- 8.11% |
$1.29M - $1.3M
|
640K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-65.2K- 4.13% |
$1.49M - $1.5M
|
1.51M
$34.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-68.7K- 24.64% |
$1.57M - $1.58M
|
210K
$4.82M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69.9K- 3.77% |
$1.59M - $1.6M
|
1.78M
$40.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-119K- 29.88% |
$2.71M - $2.73M
|
278K
$6.38M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-120K- 87.01% |
$2.74M - $2.76M
|
17.9K
$410K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-120K- 87.01% |
$2.74M - $2.76M
|
17.9K
$410K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-131K- 3.33% |
$2.99M - $3.01M
|
3.81M
$87.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-147K- 20.57% |
$3.34M - $3.37M
|
566K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-535K- 81.04% |
$12.2M - $12.3M
|
125K
$2.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.35MClosed |
$53.6M - $54M
|
0
$0
|