Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
52.2K+ 12.66% |
$1.33M - $1.34M
|
464K
$11.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
42.4K+ 27.08% |
$1.08M - $1.09M
|
199K
$5.09M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
34.8KNew |
$891K - $896K
|
34.8K
$892K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
21.7K+ 161.59% |
$554K - $557K
|
35.1K
$898K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
15.6KNew |
$400K - $402K
|
15.6K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.5K+ 30.15% |
$346K - $347K
|
58.3K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.5K+ 113.08% |
$320K - $322K
|
23.6K
$604K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.73K+ 4.49% |
$172K - $173K
|
156K
$4.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6.3K+ 20.34% |
$161K - $162K
|
37.3K
$955K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 1.19% |
$55.2K - $55.5K
|
184K
$4.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.01K+ 3.16% |
$51.4K - $51.7K
|
65.7K
$1.68M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.38K+ 5.12% |
$35.2K - $35.4K
|
28.3K
$724K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.28K+ 2.67% |
$32.7K - $32.8K
|
49K
$1.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.18K+ 2.64% |
$30.1K - $30.3K
|
45.8K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
975+ 1.0% |
$24.9K - $25.1K
|
98.8K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
973+ 1.54% |
$24.9K - $25K
|
64.3K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
234+ 1.56% |
$5.99K - $6.02K
|
15.3K
$391K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
220+ 0.16% |
$5.63K - $5.66K
|
134K
$3.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
88+ 0.9% |
$2.25K - $2.26K
|
9.83K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
19New |
$486 - $489
|
19
$487
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.03% |
$460 - $463
|
68.6K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-93- 0.68% |
$2.38K - $2.39K
|
13.6K
$347K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-233- 0.05% |
$5.96K - $5.99K
|
474K
$12.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1K- 34.42% |
$25.6K - $25.7K
|
1.91K
$48.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.49K- 3.73% |
$38.1K - $38.3K
|
38.5K
$986K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.88K- 1.21% |
$73.6K - $74K
|
234K
$6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-4.75K- 8.6% |
$121K - $122K
|
50.4K
$1.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.77K- 6.55% |
$122K - $123K
|
68.1K
$1.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-9.88K- 9.33% |
$253K - $254K
|
96.1K
$2.46M
|