Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBDS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
409KNew |
$9.87M - $9.95M
|
409K
$9.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
383K+ 11.95% |
$9.24M - $9.31M
|
3.59M
$87.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
253K+ 155.66% |
$6.12M - $6.17M
|
416K
$10.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
249K+ 54.9% |
$6M - $6.05M
|
701K
$17.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
206KNew |
$4.97M - $5.02M
|
206K
$5.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
197K+ 4.67% |
$4.75M - $4.79M
|
4.41M
$107M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
167K+ 16.95% |
$4.02M - $4.06M
|
1.15M
$28M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
163K+ 14.22% |
$3.93M - $3.96M
|
1.31M
$31.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
147K+ 13.08% |
$3.54M - $3.57M
|
1.27M
$30.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
112K+ 8.46% |
$2.7M - $2.72M
|
1.43M
$34.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
89.3K+ 80.77% |
$2.16M - $2.17M
|
200K
$4.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
46.2K+ 31.25% |
$1.12M - $1.13M
|
194K
$4.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
45.4K+ 105.02% |
$1.1M - $1.11M
|
88.7K
$2.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
43K+ 23.14% |
$1.04M - $1.05M
|
229K
$5.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
40.8K+ 64.77% |
$985K - $993K
|
104K
$2.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
31.3K+ 6.33% |
$755K - $762K
|
525K
$12.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
31.1K+ 15.93% |
$751K - $757K
|
226K
$5.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
30.4K+ 4.52% |
$734K - $741K
|
704K
$17.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
30.4K+ 3.52% |
$734K - $740K
|
894K
$21.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
29.9K+ 24.12% |
$721K - $727K
|
154K
$3.74M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
27.7K+ 8.56% |
$667K - $673K
|
351K
$8.54M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27.2K+ 17.24% |
$657K - $662K
|
185K
$4.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.8K+ 11.06% |
$598K - $603K
|
249K
$6.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
24.6K+ 23.61% |
$595K - $600K
|
129K
$3.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
24.5K+ 6.24% |
$592K - $597K
|
417K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
22.3KNew |
$538K - $542K
|
22.3K
$542K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
21.5K+ 6.12% |
$519K - $524K
|
373K
$9.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
20.8K+ 16.21% |
$502K - $507K
|
149K
$3.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
17.8KNew |
$429K - $433K
|
17.8K
$433K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
15.5K+ 25.94% |
$375K - $378K
|
75.4K
$1.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
15.4K+ 48.15% |
$372K - $375K
|
47.4K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
15.2K+ 8.46% |
$366K - $369K
|
194K
$4.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
14.3K+ 1.39% |
$344K - $347K
|
1.04M
$25.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.1K+ 7.7% |
$340K - $343K
|
197K
$4.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
13.5K+ 8.28% |
$327K - $330K
|
177K
$4.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
13.5K+ 23.35% |
$326K - $329K
|
71.3K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12.3K+ 16.03% |
$297K - $300K
|
89.1K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.9K+ 6.61% |
$264K - $266K
|
176K
$4.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.7K+ 11.1% |
$259K - $261K
|
107K
$2.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.3K+ 2.0% |
$249K - $251K
|
527K
$12.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 606.5% |
$243K - $245K
|
11.7K
$286K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.4KNew |
$227K - $229K
|
9.4K
$229K
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
9.07K+ 0.86% |
$219K - $221K
|
1.06M
$25.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
8.44KNew |
$204K - $205K
|
8.44K
$205K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
8.26K+ 16.19% |
$199K - $201K
|
59.3K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.06K+ 5.86% |
$195K - $196K
|
146K
$3.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.83K+ 7.53% |
$189K - $191K
|
112K
$2.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.56K+ 70.35% |
$158K - $160K
|
15.9K
$387K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.17K+ 7.79% |
$149K - $150K
|
85.4K
$2.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.93K+ 2.48% |
$143K - $144K
|
245K
$5.97M
|