Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ) 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
|
- |
1.13M+ 7086.17% |
$28.6M - $29.1M
|
1.14M
$29.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
62.8K+ 16.7% |
$1.59M - $1.62M
|
439K
$11.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
48K+ 26.48% |
$1.22M - $1.24M
|
229K
$5.86M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
42.4K+ 48.67% |
$1.08M - $1.09M
|
130K
$3.32M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
34.9KNew |
$886K - $901K
|
34.9K
$893K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
18.8KNew |
$476K - $484K
|
18.8K
$480K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
13.5K+ 32.98% |
$344K - $349K
|
54.6K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.6K+ 111.25% |
$319K - $324K
|
23.9K
$610K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.19K+ 2.72% |
$208K - $211K
|
309K
$7.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.62K+ 9.31% |
$193K - $197K
|
89.5K
$2.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
6.62K+ 1.71% |
$168K - $171K
|
393K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6.3K+ 20.01% |
$160K - $162K
|
37.8K
$966K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.02K+ 2.38% |
$153K - $155K
|
259K
$6.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6K+ 9.57% |
$152K - $155K
|
68.6K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.85K+ 4.78% |
$72.3K - $73.5K
|
62.5K
$1.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.69KNew |
$68.2K - $69.3K
|
2.69K
$68.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.75K+ 21.88% |
$44.4K - $45.1K
|
9.75K
$249K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.45K+ 10.97% |
$36.8K - $37.4K
|
14.7K
$376K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.29K+ 2.93% |
$32.6K - $33.1K
|
45.1K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.13K+ 2.36% |
$28.8K - $29.2K
|
49.2K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
978+ 8.96% |
$24.8K - $25.2K
|
11.9K
$304K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
876+ 1.5% |
$22.2K - $22.6K
|
59.4K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
775+ 9.63% |
$19.7K - $20K
|
8.82K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
312+ 0.61% |
$7.92K - $8.05K
|
51.5K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
44+ 0.14% |
$1.12K - $1.13K
|
31.8K
$814K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
38New |
$964 - $980
|
38
$972
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
24+ 0.61% |
$609 - $619
|
3.97K
$101K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-74- 0.83% |
$1.88K - $1.91K
|
8.81K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-93- 0.9% |
$2.36K - $2.4K
|
10.3K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 0.68% |
$2.54K - $2.58K
|
14.7K
$376K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-322- 0.13% |
$8.17K - $8.3K
|
242K
$6.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-352- 1.54% |
$8.93K - $9.08K
|
22.6K
$577K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-520- 0.53% |
$13.2K - $13.4K
|
96.8K
$2.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-1.17K- 4.29% |
$29.7K - $30.2K
|
26.1K
$667K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.68K- 9.31% |
$42.7K - $43.4K
|
16.4K
$420K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.58K- 13.14% |
$65.5K - $66.6K
|
17.1K
$437K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-3.2K- 24.16% |
$81.1K - $82.4K
|
10K
$257K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-4.75K- 12.08% |
$121K - $123K
|
34.6K
$885K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8K- 8.09% |
$203K - $206K
|
90.9K
$2.33M
|