Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds Dec 2025 Ter (IBTF)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBTF) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2025 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
626K+ 13.85% |
$14.6M - $14.6M
|
5.14M
$120M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
205K+ 42.78% |
$4.78M - $4.8M
|
686K
$16M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
62.9K+ 28.57% |
$1.46M - $1.47M
|
283K
$6.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
37.2K+ 23.05% |
$867K - $871K
|
199K
$4.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.1K+ 10.25% |
$818K - $821K
|
378K
$8.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
30.8K+ 4.42% |
$716K - $719K
|
726K
$16.9M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.1KNew |
$492K - $494K
|
21.1K
$493K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
19.4K+ 35.57% |
$453K - $454K
|
74.1K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
14.9K+ 1.87% |
$347K - $349K
|
812K
$18.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
11.8K+ 130.51% |
$275K - $276K
|
20.9K
$486K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11.8KNew |
$274K - $275K
|
11.8K
$274K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.7KNew |
$250K - $251K
|
10.7K
$250K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
9.25K+ 27.15% |
$216K - $216K
|
43.3K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
8.97KNew |
$209K - $210K
|
8.97K
$209K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.86KNew |
$206K - $207K
|
8.86K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.63KNew |
$201K - $202K
|
8.63K
$201K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.83K+ 32.91% |
$182K - $183K
|
31.6K
$738K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.47K+ 41.59% |
$104K - $105K
|
15.2K
$355K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.21K+ 1.77% |
$98K - $98.4K
|
242K
$5.65M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.2K+ 88.89% |
$74.5K - $74.8K
|
6.8K
$159K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2.98K+ 15.9% |
$69.5K - $69.8K
|
21.7K
$507K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.92K+ 6.76% |
$67.9K - $68.2K
|
46.1K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.87K+ 10.83% |
$66.7K - $67K
|
29.3K
$684K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.21K+ 8.83% |
$51.5K - $51.7K
|
27.2K
$635K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.65K+ 3.32% |
$38.4K - $38.5K
|
51.3K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.41K+ 3.55% |
$32.9K - $33K
|
41.2K
$961K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.13K+ 1.49% |
$26.4K - $26.5K
|
77.1K
$1.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
653+ 4.7% |
$15.2K - $15.3K
|
14.5K
$339K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
647+ 0.64% |
$15.1K - $15.1K
|
101K
$2.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
647+ 45.4% |
$15.1K - $15.1K
|
2.07K
$48.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
481+ 2.4% |
$11.2K - $11.2K
|
20.5K
$478K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
409+ 1.15% |
$9.53K - $9.56K
|
35.9K
$838K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
349+ 2.75% |
$8.13K - $8.16K
|
13K
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
343+ 3.92% |
$7.99K - $8.02K
|
9.1K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
309+ 0.89% |
$7.2K - $7.22K
|
35.1K
$819K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
204+ 0.93% |
$4.75K - $4.77K
|
22.1K
$514K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
203+ 0.99% |
$4.73K - $4.75K
|
20.6K
$481K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
100+ 1.07% |
$2.33K - $2.34K
|
9.44K
$220K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
26+ 0.3% |
$606 - $608
|
8.62K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9+ 0.09% |
$210 - $210
|
10.5K
$244K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.09% |
$163 - $164
|
650
$15.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 1.09% |
$69.9 - $70.1
|
277
$6.46K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-69- 0.17% |
$1.61K - $1.61K
|
41.3K
$964K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-110- 0.21% |
$2.56K - $2.57K
|
52.7K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-128- 0.76% |
$2.98K - $2.99K
|
16.6K
$387K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-140- 4.84% |
$3.26K - $3.27K
|
2.76K
$64.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-349- 0.07% |
$8.13K - $8.16K
|
534K
$12.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-1.01K- 1.68% |
$23.4K - $23.5K
|
59K
$1.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.41K- 6.21% |
$32.7K - $32.9K
|
21.3K
$496K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.5K- 5.93% |
$35K - $35.2K
|
23.8K
$556K
|