Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBTG) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
2.97M+ 2375.15% |
$67.9M - $68.2M
|
3.1M
$71M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
800K+ 16.97% |
$18.3M - $18.4M
|
5.51M
$126M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
693KNew |
$15.8M - $15.9M
|
693K
$15.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
274K+ 36.65% |
$6.25M - $6.28M
|
1.02M
$23.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
231K+ 1290.02% |
$5.27M - $5.3M
|
249K
$5.71M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
219K+ 44.55% |
$4.99M - $5.02M
|
709K
$16.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
193KNew |
$4.41M - $4.43M
|
193K
$4.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
155K+ 73.26% |
$3.54M - $3.56M
|
367K
$8.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
104K+ 33.4% |
$2.37M - $2.38M
|
414K
$9.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
96.7K+ 27.94% |
$2.21M - $2.22M
|
443K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
86K+ 24.59% |
$1.97M - $1.97M
|
436K
$10M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
66.3K+ 4.67% |
$1.52M - $1.52M
|
1.49M
$34.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
58.7K+ 7.99% |
$1.34M - $1.35M
|
793K
$18.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
52.9K+ 12.46% |
$1.21M - $1.21M
|
477K
$10.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
43.2K+ 22.18% |
$987K - $992K
|
238K
$5.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
38.7K+ 1.65% |
$883K - $887K
|
2.38M
$54.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
36.2K+ 21.52% |
$826K - $830K
|
204K
$4.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
32.7K+ 10.28% |
$747K - $751K
|
351K
$8.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
30.8K+ 11.75% |
$704K - $708K
|
293K
$6.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.8K+ 8.86% |
$612K - $615K
|
329K
$7.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
25.5K+ 7.74% |
$583K - $585K
|
355K
$8.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
24.5K+ 86.0% |
$559K - $561K
|
52.9K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
22.7K+ 4.94% |
$519K - $521K
|
482K
$11.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
20.7K+ 81.33% |
$473K - $475K
|
46.2K
$1.06M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
20.4K+ 41.04% |
$466K - $469K
|
70.2K
$1.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
20.2K+ 41.33% |
$462K - $465K
|
69.2K
$1.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
20KNew |
$457K - $460K
|
20K
$459K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
18.9KNew |
$431K - $433K
|
18.9K
$433K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.9K+ 1.82% |
$410K - $412K
|
1.01M
$23.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
15.9K+ 19.42% |
$363K - $365K
|
97.8K
$2.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
14.2KNew |
$323K - $325K
|
14.2K
$324K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
12.5K+ 51.38% |
$286K - $287K
|
36.8K
$845K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
12.3K+ 22.77% |
$282K - $283K
|
66.5K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 12.46% |
$281K - $282K
|
111K
$2.54M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12KNew |
$275K - $276K
|
12K
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.9KNew |
$273K - $274K
|
11.9K
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
11.5KNew |
$263K - $264K
|
11.5K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.5KNew |
$263K - $264K
|
11.5K
$264K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10.7K+ 8.61% |
$244K - $245K
|
134K
$3.08M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2K+ 5.02% |
$232K - $234K
|
213K
$4.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
10.1K+ 40.6% |
$230K - $231K
|
34.8K
$798K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.5KNew |
$217K - $218K
|
9.5K
$218K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.48KNew |
$216K - $217K
|
9.48K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
9.36K+ 11.1% |
$214K - $215K
|
93.7K
$2.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.23KNew |
$211K - $212K
|
9.23K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.9K+ 13.29% |
$203K - $204K
|
75.9K
$1.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.81K+ 3.49% |
$178K - $179K
|
232K
$5.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
7.7K+ 62.69% |
$176K - $177K
|
20K
$458K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.69K+ 668.43% |
$176K - $176K
|
8.84K
$203K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.48K+ 5.02% |
$171K - $172K
|
157K
$3.59M
|