Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
47.7K+ 33.31% |
N/A
|
191K
$4.54M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
30.7K+ 17.59% |
N/A
|
205K
$4.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
17.2K+ 32.05% |
N/A
|
70.8K
$1.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
12.3K+ 23.67% |
N/A
|
64.5K
$1.53M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
10.3K+ 2.53% |
N/A
|
415K
$9.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.76KNew |
N/A
|
9.76K
$232K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
9.42K+ 2.81% |
N/A
|
345K
$8.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
2.17K+ 46.15% |
N/A
|
6.88K
$163K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.85K+ 14.3% |
N/A
|
14.7K
$350K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.78K+ 9.72% |
N/A
|
20.1K
$478K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.04K+ 8.56% |
N/A
|
13.2K
$314K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
170+ 1.74% |
N/A
|
9.93K
$236K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.25K- 1.19% |
N/A
|
104K
$2.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.9K- 14.07% |
N/A
|
17.7K
$420K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-44.4K- 90.14% |
N/A
|
4.86K
$115K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-193K- 20.53% |
N/A
|
745K
$17.7M
|