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 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-20- 0.21% |
$483 - $487
|
9.71K
$236K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38- 0.02% |
$917 - $925
|
219K
$5.33M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-98- 1.05% |
$2.37K - $2.39K
|
9.2K
$224K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-269- 0.22% |
$6.49K - $6.55K
|
123K
$2.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-467- 0.69% |
$11.3K - $11.4K
|
67.6K
$1.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-700- 0.83% |
$16.9K - $17K
|
84K
$2.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-761- 0.43% |
$18.4K - $18.5K
|
175K
$4.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-792- 1.88% |
$19.1K - $19.3K
|
41.4K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1K- 0.73% |
$24.2K - $24.4K
|
136K
$3.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.05K- 1.64% |
$25.4K - $25.6K
|
63.2K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.4K- 9.97% |
$33.7K - $34K
|
12.6K
$307K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.44K- 5.78% |
$34.7K - $35K
|
23.4K
$571K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.45K- 14.25% |
$35K - $35.3K
|
8.72K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.47K- 4.22% |
$35.5K - $35.8K
|
33.3K
$811K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.81K- 3.83% |
$43.7K - $44.1K
|
45.5K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.12K- 1.86% |
$51.2K - $51.6K
|
112K
$2.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.25K- 0.33% |
$78.4K - $79K
|
988K
$24.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.85K- 20.09% |
$117K - $118K
|
19.3K
$469K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-9.92K- 51.09% |
$240K - $242K
|
9.5K
$231K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-10.8K- 46.48% |
$261K - $263K
|
12.4K
$303K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-12.1K- 5.9% |
$293K - $295K
|
193K
$4.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-14.4K- 2.52% |
$347K - $350K
|
557K
$13.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-15.1K- 3.28% |
$365K - $368K
|
445K
$10.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17.7K- 23.72% |
$427K - $430K
|
56.9K
$1.38M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-44.9K- 90.72% |
$1.08M - $1.09M
|
4.59K
$112K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-119K- 54.77% |
$2.88M - $2.9M
|
98.5K
$2.4M
|