Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
25.8K+ 3.48% |
$569K - $578K
|
767K
$17.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.1K+ 26.81% |
$422K - $429K
|
90.4K
$2.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13.9K+ 4.26% |
$307K - $312K
|
340K
$7.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.5K+ 12.31% |
$297K - $302K
|
123K
$2.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
9.82K+ 2.05% |
$217K - $220K
|
489K
$10.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.93K+ 56.19% |
$131K - $133K
|
16.5K
$367K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
495+ 46.96% |
$10.9K - $11.1K
|
1.55K
$34.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 21.09% |
$24.9K - $25.3K
|
4.22K
$93.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.21K- 0.5% |
$48.8K - $49.6K
|
436K
$9.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-6.17K- 4.63% |
$136K - $138K
|
127K
$2.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-17.4K- 3.55% |
$385K - $391K
|
473K
$10.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-226K- 19.96% |
$5M - $5.08M
|
908K
$20.2M
|