Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2030 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.93K+ 28.84% |
$76.5K - $78.2K
|
17.6K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.21K+ 4.12% |
$62.3K - $63.8K
|
81.1K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.03K+ 21.38% |
$59K - $60.3K
|
17.2K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 1.79% |
$49.8K - $50.9K
|
145K
$2.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.49K+ 0.49% |
$48.4K - $49.5K
|
514K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.38K+ 5.53% |
$46.3K - $47.3K
|
45.5K
$898K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.31K+ 125.03% |
$45K - $46K
|
4.16K
$82.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.33K+ 1.01% |
$25.9K - $26.5K
|
134K
$2.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.28K+ 61.54% |
$24.9K - $25.4K
|
3.36K
$66.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.25K+ 3.2% |
$24.3K - $24.9K
|
40.3K
$796K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.14K+ 6.3% |
$22.1K - $22.6K
|
19.2K
$380K
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
976+ 0.18% |
$19K - $19.4K
|
544K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
843+ 5.79% |
$16.4K - $16.8K
|
15.4K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
735New |
$14.3K - $14.6K
|
735
$14.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
725+ 0.54% |
$14.1K - $14.4K
|
134K
$2.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
636+ 4.27% |
$12.4K - $12.6K
|
15.5K
$306K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
614+ 14.12% |
$11.9K - $12.2K
|
4.96K
$98K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
543+ 0.44% |
$10.6K - $10.8K
|
125K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
532+ 0.19% |
$10.3K - $10.6K
|
281K
$5.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
526+ 55.72% |
$10.2K - $10.5K
|
1.47K
$29K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
433+ 1.76% |
$8.42K - $8.61K
|
25.1K
$496K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
359+ 2.26% |
$6.98K - $7.14K
|
16.2K
$321K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
330New |
$6.42K - $6.56K
|
330
$6.52K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
258+ 0.44% |
$5.02K - $5.13K
|
58.6K
$1.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
205+ 1.04% |
$3.99K - $4.08K
|
19.9K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
152+ 0.69% |
$2.95K - $3.02K
|
22.3K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
150+ 0.24% |
$2.92K - $2.98K
|
63K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
130+ 0.98% |
$2.53K - $2.58K
|
13.4K
$264K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
76+ 0.56% |
$1.48K - $1.51K
|
13.6K
$269K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
23+ 0.11% |
$447 - $457
|
20.8K
$412K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
22+ 1.0% |
$428 - $437
|
2.22K
$43.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
8+ 0.95% |
$156 - $159
|
848
$16.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8New |
$156 - $159
|
8
$158
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.96% |
$97.2 - $99.4
|
524
$10.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-53- 5.88% |
$1.03K - $1.05K
|
849
$16.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-88- 0.37% |
$1.71K - $1.75K
|
23.9K
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-307- 0.08% |
$5.97K - $6.1K
|
373K
$7.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-853- 0.21% |
$16.6K - $17K
|
409K
$8.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.07K- 0.25% |
$20.8K - $21.3K
|
427K
$8.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 19.5% |
$23.3K - $23.8K
|
4.94K
$97.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.38K- 1.6% |
$26.8K - $27.4K
|
84.4K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.38K- 1.6% |
$26.8K - $27.4K
|
84.4K
$1.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-1.45K- 12.48% |
$28.2K - $28.8K
|
10.2K
$201K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65K- 3.81% |
$32.1K - $32.8K
|
41.6K
$822K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.96K- 0.49% |
$38K - $38.9K
|
394K
$7.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.65K- 24.38% |
$51.5K - $52.7K
|
8.22K
$162K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.02K- 3.11% |
$78.1K - $79.8K
|
125K
$2.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.81K- 28.67% |
$93.4K - $95.5K
|
12K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-6.34K- 5.89% |
$123K - $126K
|
101K
$2M
|