Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 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
|
- |
2.6MNew |
$65.7M - $66.6M
|
2.6M
$66.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
780KNew |
$19.7M - $19.9M
|
780K
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
690K+ 26.28% |
$17.4M - $17.6M
|
3.32M
$84.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
400KNew |
$10.1M - $10.2M
|
400K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
361KNew |
$9.11M - $9.22M
|
361K
$9.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
329K+ 4.21% |
$8.31M - $8.42M
|
8.14M
$207M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
325K+ 8.03% |
$8.21M - $8.31M
|
4.37M
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
294K+ 13.91% |
$7.41M - $7.51M
|
2.41M
$61.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
261KNew |
$6.58M - $6.66M
|
261K
$6.63M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
235K+ 46.59% |
$5.94M - $6.01M
|
740K
$18.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
225K+ 133.13% |
$5.68M - $5.75M
|
394K
$10M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
212K+ 15.04% |
$5.36M - $5.43M
|
1.62M
$41.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
207KNew |
$5.22M - $5.29M
|
207K
$5.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
206K+ 10.05% |
$5.19M - $5.25M
|
2.25M
$57.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
197K+ 6.13% |
$4.98M - $5.04M
|
3.42M
$86.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
148K+ 4.81% |
$3.72M - $3.77M
|
3.21M
$81.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
133K+ 12.43% |
$3.36M - $3.4M
|
1.2M
$30.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
131K+ 25.88% |
$3.31M - $3.35M
|
637K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 7.15% |
$3.18M - $3.22M
|
1.89M
$48M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
124K+ 4.86% |
$3.12M - $3.16M
|
2.66M
$67.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118K+ 16.67% |
$2.98M - $3.02M
|
827K
$21M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
109K+ 10.73% |
$2.75M - $2.79M
|
1.13M
$28.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
105K+ 9.51% |
$2.64M - $2.67M
|
1.21M
$30.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
85.5K+ 80.2% |
$2.16M - $2.18M
|
192K
$4.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
81.9K+ 1419.84% |
$2.07M - $2.09M
|
87.6K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
81.5K+ 10.19% |
$2.06M - $2.08M
|
881K
$22.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
76.9K+ 4.03% |
$1.94M - $1.97M
|
1.99M
$50.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.5K+ 4.67% |
$1.9M - $1.93M
|
1.69M
$43M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.2K+ 23.69% |
$1.87M - $1.9M
|
387K
$9.84M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
72.2K+ 24.44% |
$1.82M - $1.85M
|
368K
$9.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.1K+ 89.67% |
$1.69M - $1.71M
|
142K
$3.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
63.3K+ 12.74% |
$1.6M - $1.62M
|
561K
$14.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
59.4KNew |
$1.5M - $1.52M
|
59.4K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
56.6K+ 41.6% |
$1.43M - $1.45M
|
193K
$4.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
55.7KNew |
$1.41M - $1.42M
|
55.7K
$1.42M
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
55.6KNew |
$1.4M - $1.42M
|
55.6K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
55.3K+ 22.67% |
$1.4M - $1.41M
|
299K
$7.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
53.7K+ 14.32% |
$1.36M - $1.37M
|
429K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
47.9K+ 4.3% |
$1.21M - $1.22M
|
1.16M
$29.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.2K+ 57.58% |
$1.19M - $1.21M
|
129K
$3.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
43.8KNew |
$1.11M - $1.12M
|
43.8K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
41.8K+ 79.87% |
$1.05M - $1.07M
|
94K
$2.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
40.4K+ 32.73% |
$1.02M - $1.03M
|
164K
$4.16M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
40.1K+ 15.27% |
$1.01M - $1.02M
|
303K
$7.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
38.9K+ 3.37% |
$981K - $994K
|
1.19M
$30.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
38.6KNew |
$973K - $985K
|
38.6K
$980K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
37.7KNew |
$950K - $962K
|
37.7K
$957K
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
35.6KNew |
$897K - $909K
|
35.6K
$904K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
33K+ 21.5% |
$834K - $845K
|
187K
$4.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
32.8K+ 23.01% |
$827K - $837K
|
175K
$4.45M
|