Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
78.3K+ 80.65% |
$1.75M - $1.77M
|
175K
$3.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
17.4K+ 17.41% |
$389K - $394K
|
118K
$2.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
15.2K+ 4.72% |
$338K - $342K
|
337K
$7.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.6K+ 12.61% |
$304K - $308K
|
122K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.93KNew |
$221K - $224K
|
9.93K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.45K+ 24.16% |
$188K - $191K
|
43.4K
$972K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
5.68K+ 0.73% |
$127K - $128K
|
783K
$17.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.4K+ 0.96% |
$98.1K - $99.3K
|
461K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.4K+ 21.79% |
$75.8K - $76.7K
|
19K
$425K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.01K+ 5.0% |
$44.8K - $45.4K
|
42.3K
$946K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.78K+ 99.94% |
$39.6K - $40.1K
|
3.56K
$79.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.29K+ 0.27% |
$28.7K - $29K
|
485K
$10.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
58+ 0.11% |
$1.29K - $1.31K
|
52.5K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-35- 4.49% |
$781 - $790
|
745
$16.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-480- 3.78% |
$10.7K - $10.8K
|
12.2K
$274K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.11K- 9.85% |
$24.8K - $25.1K
|
10.2K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.13K- 0.19% |
$25.2K - $25.5K
|
596K
$13.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.35K- 0.71% |
$74.7K - $75.6K
|
467K
$10.5M
|