Purchases and Sales Made in Q2 2025 in Ishares Tr Ibonds Dec 2031 Ter (IBTL)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBTL) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2031 TER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 06, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
343KNew |
$6.88M - $7.05M
|
343K
$7M
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
260KNew |
$5.21M - $5.34M
|
260K
$5.3M
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
243K+ 14.61% |
$4.88M - $5M
|
1.91M
$39M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83.8K+ 10.61% |
$1.68M - $1.72M
|
874K
$17.8M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
71K+ 108.2% |
$1.42M - $1.46M
|
137K
$2.79M
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
70.5K+ 24.77% |
$1.41M - $1.45M
|
355K
$7.25M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.3K+ 76.33% |
$1.39M - $1.42M
|
160K
$3.27M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
53K+ 19.0% |
$1.06M - $1.09M
|
332K
$6.78M
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
42K+ 68.79% |
$841K - $862K
|
103K
$2.1M
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
34.3K+ 20.12% |
$686K - $704K
|
204K
$4.17M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.3K+ 183.74% |
$487K - $500K
|
37.6K
$767K
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23.8KNew |
$477K - $489K
|
23.8K
$486K
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
22.5K+ 1.28% |
$451K - $463K
|
1.78M
$36.3M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19.7K+ 155.06% |
$396K - $406K
|
32.5K
$663K
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
19.4K+ 12.16% |
$388K - $398K
|
179K
$3.65M
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
17.4K+ 6.95% |
$348K - $357K
|
268K
$5.46M
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
17.3K+ 22.6% |
$348K - $356K
|
94.1K
$1.92M
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
17.2K+ 23.99% |
$345K - $354K
|
88.9K
$1.81M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16KNew |
$322K - $330K
|
16K
$327K
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.9KNew |
$319K - $327K
|
15.9K
$325K
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
14.6K+ 6.17% |
$293K - $301K
|
252K
$5.14M
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
14.5KNew |
$290K - $297K
|
14.5K
$295K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
14.3K+ 11.86% |
$287K - $294K
|
135K
$2.76M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.7K+ 43.91% |
$254K - $261K
|
41.6K
$849K
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.7KNew |
$254K - $260K
|
12.7K
$258K
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.5KNew |
$230K - $236K
|
11.5K
$234K
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
10.9KNew |
$219K - $224K
|
10.9K
$223K
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.8K+ 54.2% |
$217K - $222K
|
30.8K
$628K
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
9.82KNew |
$197K - $202K
|
9.82K
$200K
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9.15K+ 6.06% |
$183K - $188K
|
160K
$3.27M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.39K+ 7.8% |
$148K - $152K
|
102K
$2.08M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.64K+ 1.65% |
$133K - $136K
|
408K
$8.33M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.49K+ 52.29% |
$90.1K - $92.4K
|
13.1K
$267K
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.44KNew |
$88.9K - $91.1K
|
4.44K
$90.5K
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.4K+ 17.96% |
$88.1K - $90.3K
|
28.9K
$589K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.1K+ 7.84% |
$82.1K - $84.2K
|
56.3K
$1.15M
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.89K+ 4.54% |
$78K - $80K
|
89.6K
$1.83M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.52K+ 9.21% |
$70.5K - $72.3K
|
41.7K
$852K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2K+ 31.22% |
$40.1K - $41.1K
|
8.41K
$172K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.66K+ 5.18% |
$33.2K - $34.1K
|
33.6K
$686K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.25K+ 0.7% |
$25.1K - $25.7K
|
180K
$3.67M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
661New |
$13.2K - $13.6K
|
661
$13.5K
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
595+ 17.91% |
$11.9K - $12.2K
|
3.92K
$80K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
580+ 0.46% |
$11.6K - $11.9K
|
126K
$2.57M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
540+ 0.14% |
$10.8K - $11.1K
|
376K
$7.66M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
531+ 1.86% |
$10.6K - $10.9K
|
29K
$593K
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
379+ 2.18% |
$7.6K - $7.79K
|
17.8K
$363K
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
131+ 1.01% |
$2.63K - $2.69K
|
13.1K
$267K
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
122+ 0.15% |
$2.44K - $2.51K
|
79.5K
$1.62M
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
115+ 1.0% |
$2.3K - $2.36K
|
11.6K
$236K
|