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 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.91K- 53.34% |
$114K - $115K
|
4.3K
$100K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.53K- 13.05% |
$129K - $129K
|
36.9K
$860K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.35K- 30.39% |
$148K - $148K
|
14.5K
$339K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-7.2K- 5.71% |
$168K - $168K
|
119K
$2.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-7.31K- 9.62% |
$170K - $171K
|
68.7K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-7.94K- 5.96% |
$185K - $186K
|
125K
$2.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-8.88K- 6.95% |
$207K - $208K
|
119K
$2.78M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-9.04K- 17.47% |
$210K - $211K
|
42.7K
$996K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.5K- 3.16% |
$291K - $292K
|
383K
$8.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-12.8K- 19.67% |
$298K - $299K
|
52.2K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-13.2K- 7.51% |
$308K - $309K
|
163K
$3.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14.9K- 66.41% |
$348K - $349K
|
7.55K
$176K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-18.7K- 12.71% |
$435K - $437K
|
128K
$2.99M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-19.4K- 9.63% |
$453K - $455K
|
182K
$4.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-19.6K- 31.08% |
$456K - $458K
|
43.5K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-25.5K- 7.23% |
$595K - $597K
|
328K
$7.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-44K- 21.21% |
$1.02M - $1.03M
|
163K
$3.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-47.3K- 8.93% |
$1.1M - $1.11M
|
483K
$11.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-52.5K- 8.31% |
$1.22M - $1.23M
|
579K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-54.7K- 71.5% |
$1.27M - $1.28M
|
21.8K
$509K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-71.6K- 81.65% |
$1.67M - $1.67M
|
16.1K
$375K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-108K- 4.32% |
$2.5M - $2.51M
|
2.38M
$55.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-193K- 55.68% |
$4.49M - $4.51M
|
154K
$3.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-273K- 86.12% |
$6.36M - $6.39M
|
44K
$1.03M
|