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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.78K+ 25.6% |
$140K - $141K
|
28.4K
$690K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.27K+ 4.19% |
$127K - $128K
|
131K
$3.19M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
3.91K+ 35.72% |
$94.4K - $95.2K
|
14.9K
$362K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
3.72K+ 23.55% |
$89.7K - $90.5K
|
19.5K
$475K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.59K+ 6.4% |
$86.7K - $87.5K
|
59.7K
$1.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.53K+ 7.73% |
$85.2K - $85.9K
|
49.2K
$1.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.34K+ 1.06% |
$80.6K - $81.2K
|
318K
$7.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3K+ 45.45% |
$72.4K - $73K
|
9.6K
$234K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.77K+ 1.01% |
$66.7K - $67.3K
|
276K
$6.71M
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.65K+ 5.2% |
$64K - $64.5K
|
53.6K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.6K+ 27.37% |
$62.8K - $63.3K
|
12.1K
$295K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.28K+ 2.82% |
$55.1K - $55.6K
|
83.1K
$2.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.2K+ 6.9% |
$53.2K - $53.6K
|
34.1K
$831K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.07K+ 3.69% |
$49.9K - $50.3K
|
58.1K
$1.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.85K+ 7.89% |
$44.5K - $44.9K
|
25.2K
$614K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.77K+ 18.1% |
$42.8K - $43.2K
|
11.6K
$282K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.73K+ 4.37% |
$41.8K - $42.1K
|
41.4K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.58K+ 1.51% |
$38.1K - $38.4K
|
106K
$2.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.36K+ 2.76% |
$32.8K - $33.1K
|
50.7K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.35K+ 10.28% |
$32.5K - $32.7K
|
14.4K
$351K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.27K+ 0.68% |
$30.7K - $31K
|
188K
$4.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.23K+ 2.2% |
$29.6K - $29.8K
|
57K
$1.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.03K+ 6.47% |
$24.8K - $25K
|
16.9K
$411K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
954+ 3.59% |
$23K - $23.2K
|
27.5K
$670K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
812+ 3.77% |
$19.6K - $19.8K
|
22.4K
$545K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
750New |
$18.1K - $18.3K
|
750
$18.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
601+ 0.14% |
$14.5K - $14.6K
|
435K
$10.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
563New |
$13.6K - $13.7K
|
563
$13.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
521+ 3.21% |
$12.6K - $12.7K
|
16.8K
$408K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
365+ 4.01% |
$8.81K - $8.88K
|
9.46K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
303+ 1.01% |
$7.31K - $7.38K
|
30.2K
$735K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
300+ 2.58% |
$7.24K - $7.3K
|
12K
$291K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
270+ 1.2% |
$6.52K - $6.57K
|
22.8K
$555K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
239+ 0.39% |
$5.77K - $5.82K
|
61.6K
$1.5M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
236+ 1.09% |
$5.7K - $5.74K
|
21.9K
$534K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
219+ 1.06% |
$5.29K - $5.33K
|
20.9K
$508K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 0.64% |
$4.83K - $4.87K
|
31.6K
$769K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
176+ 4.19% |
$4.25K - $4.28K
|
4.38K
$107K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
150+ 0.41% |
$3.62K - $3.65K
|
36.7K
$894K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
147+ 1.09% |
$3.55K - $3.58K
|
13.6K
$332K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
127+ 1.09% |
$3.07K - $3.09K
|
11.8K
$287K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 0.11% |
$1.21K - $1.22K
|
46.4K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28+ 1.12% |
$676 - $682
|
2.54K
$61.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16+ 1.06% |
$386 - $389
|
1.53K
$37.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.14% |
$217 - $219
|
796
$19.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 1.05% |
$193 - $195
|
769
$18.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3+ 0.02% |
$72.4 - $73
|
16.3K
$397K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$72.4 - $73
|
5.61K
$137K
|