Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP) 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 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
216K+ 1361.01% |
$5.48M - $5.53M
|
232K
$5.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
95.8K+ 314.94% |
$2.42M - $2.45M
|
126K
$3.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
92.1K+ 9.47% |
$2.33M - $2.35M
|
1.07M
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
72.9KNew |
$1.85M - $1.86M
|
72.9K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.6K+ 2.55% |
$1.36M - $1.37M
|
2.16M
$54.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
50KNew |
$1.26M - $1.28M
|
50K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
48.6K+ 15.38% |
$1.23M - $1.24M
|
365K
$9.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
47.5K+ 11.21% |
$1.2M - $1.22M
|
472K
$12M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
45.2K+ 31.75% |
$1.14M - $1.16M
|
188K
$4.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
43.8K+ 4.81% |
$1.11M - $1.12M
|
955K
$24.2M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.4K+ 9.49% |
$996K - $1.01M
|
454K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
35.2K+ 50.41% |
$891K - $900K
|
105K
$2.66M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
35.1KNew |
$889K - $898K
|
35.1K
$891K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
25.5KNew |
$646K - $653K
|
25.5K
$647K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25K+ 250.0% |
$633K - $639K
|
35K
$888K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24.8K+ 2.76% |
$627K - $633K
|
923K
$23.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
22.6K+ 107.98% |
$573K - $579K
|
43.6K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
21.7KNew |
$548K - $554K
|
21.7K
$549K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.6KNew |
$497K - $502K
|
19.6K
$498K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17.5K+ 2.32% |
$443K - $448K
|
771K
$19.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.3K+ 4.06% |
$437K - $442K
|
443K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
16.3KNew |
$413K - $418K
|
16.3K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.3KNew |
$386K - $390K
|
15.3K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.5K+ 35.85% |
$368K - $372K
|
55.1K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.6K+ 30.08% |
$344K - $347K
|
58.8K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.6K+ 66.75% |
$319K - $323K
|
31.5K
$800K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.7K+ 10.64% |
$295K - $298K
|
121K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.6KNew |
$293K - $296K
|
11.6K
$294K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.4K+ 6.43% |
$290K - $293K
|
190K
$4.81M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.1K+ 11.7% |
$256K - $259K
|
96.6K
$2.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.82K+ 2.44% |
$248K - $251K
|
412K
$10.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
9.77K+ 5.25% |
$247K - $250K
|
196K
$4.96M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.35K+ 29.92% |
$236K - $239K
|
40.6K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.04K+ 21.5% |
$229K - $231K
|
51.1K
$1.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.54KNew |
$216K - $218K
|
8.54K
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.42K+ 5.37% |
$213K - $215K
|
165K
$4.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.81KNew |
$198K - $200K
|
7.81K
$198K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.79K+ 53.38% |
$197K - $199K
|
22.4K
$568K
|
|
|
Nov 12, 2025
Q3 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
7.7K+ 2.34% |
$195K - $197K
|
337K
$8.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
7.59KNew |
$192K - $194K
|
7.59K
$193K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.32K+ 1.84% |
$185K - $187K
|
404K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
7.28K+ 7.86% |
$184K - $186K
|
99.9K
$2.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
6.59K+ 11.22% |
$167K - $168K
|
65.3K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6.3K+ 20.5% |
$159K - $161K
|
37K
$939K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.77K+ 2.27% |
$146K - $147K
|
259K
$6.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.3K+ 13.87% |
$134K - $135K
|
43.5K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
4.55K+ 16.4% |
$115K - $116K
|
32.3K
$819K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.5K+ 32.1% |
$114K - $115K
|
18.5K
$469K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.47K+ 14.24% |
$113K - $114K
|
35.8K
$908K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.41K+ 14.32% |
$111K - $113K
|
35.2K
$892K
|
|