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 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
7.33K+ 4.65% |
$167K - $168K
|
165K
$3.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.15K+ 8.69% |
$163K - $164K
|
89.4K
$2.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.85K+ 3.65% |
$134K - $134K
|
166K
$3.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.68K+ 1.15% |
$130K - $130K
|
499K
$11.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.66K+ 1.03% |
$129K - $130K
|
556K
$12.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.12K+ 58.34% |
$117K - $117K
|
13.9K
$318K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.97K+ 2.05% |
$114K - $114K
|
247K
$5.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.08KNew |
$93.1K - $93.6K
|
4.08K
$93.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.51K+ 11.02% |
$80.2K - $80.6K
|
35.4K
$812K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.4K+ 18.45% |
$77.7K - $78K
|
21.8K
$501K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.94KNew |
$67.1K - $67.5K
|
2.94K
$67.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.66K+ 10.78% |
$60.8K - $61K
|
27.3K
$627K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
2.51K+ 10.18% |
$57.4K - $57.6K
|
27.2K
$623K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.31K+ 5.59% |
$52.7K - $52.9K
|
43.6K
$999K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.28K+ 5.17% |
$52K - $52.2K
|
46.3K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.1K+ 1.19% |
$47.9K - $48.1K
|
179K
$4.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.79K+ 2.1% |
$40.9K - $41.1K
|
87.1K
$2M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.7K+ 6.96% |
$38.8K - $39K
|
26.1K
$598K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.65K+ 16.87% |
$37.7K - $37.9K
|
11.4K
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.5K+ 9.38% |
$34.3K - $34.4K
|
17.5K
$401K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.3K+ 1.44% |
$29.7K - $29.8K
|
91.7K
$2.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.14K+ 5.79% |
$25.9K - $26K
|
20.7K
$475K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.12K+ 2.5% |
$25.7K - $25.8K
|
46.2K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.1K+ 1.31% |
$25.1K - $25.2K
|
84.9K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1K+ 8.27% |
$22.9K - $23K
|
13.1K
$301K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1K+ 6.67% |
$22.8K - $23K
|
16K
$367K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
986+ 2.19% |
$22.5K - $22.6K
|
45.9K
$1.05M
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
919+ 1.97% |
$21K - $21.1K
|
47.5K
$1.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
663+ 3.48% |
$15.1K - $15.2K
|
19.7K
$452K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
662New |
$15.1K - $15.2K
|
662
$15.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
500+ 1.41% |
$11.4K - $11.5K
|
35.8K
$822K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
406+ 0.86% |
$9.27K - $9.32K
|
47.7K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
335+ 1.8% |
$7.65K - $7.69K
|
19K
$435K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
204+ 0.92% |
$4.66K - $4.68K
|
22.5K
$515K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
202+ 0.95% |
$4.61K - $4.64K
|
21.4K
$490K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
172New |
$3.93K - $3.95K
|
172
$3.94K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
160+ 5.41% |
$3.65K - $3.67K
|
3.12K
$71.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
141+ 0.02% |
$3.22K - $3.24K
|
781K
$17.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
130+ 0.3% |
$2.97K - $2.98K
|
42.8K
$980K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
119+ 0.88% |
$2.72K - $2.73K
|
13.6K
$312K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
106+ 0.85% |
$2.42K - $2.43K
|
12.6K
$289K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
106+ 0.66% |
$2.42K - $2.43K
|
16.2K
$371K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
94+ 1.02% |
$2.15K - $2.16K
|
9.3K
$213K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
50+ 0.08% |
$1.14K - $1.15K
|
63.9K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
25+ 0.21% |
$571 - $574
|
12.2K
$280K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25+ 0.23% |
$571 - $574
|
10.9K
$250K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.13% |
$206 - $207
|
803
$18.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$68.5 - $68.9
|
3.24K
$74.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-229- 0.29% |
$5.23K - $5.26K
|
79.3K
$1.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-447- 32.68% |
$10.2K - $10.3K
|
921
$21.1K
|