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 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-469- 2.67% |
$10.7K - $10.8K
|
17.1K
$391K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-522- 16.31% |
$11.9K - $12K
|
2.68K
$61.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-700- 1.82% |
$16K - $16.1K
|
37.8K
$866K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-929- 0.62% |
$21.2K - $21.3K
|
150K
$3.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.02K- 1.26% |
$23.4K - $23.5K
|
80.3K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.31K- 6.53% |
$29.9K - $30.1K
|
18.7K
$430K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.44K- 5.6% |
$33K - $33.1K
|
24.3K
$558K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.5K- 12.0% |
$34.3K - $34.4K
|
11K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.58K- 10.11% |
$36K - $36.2K
|
14K
$322K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.95K- 11.96% |
$44.5K - $44.7K
|
14.3K
$329K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-2.47K- 3.7% |
$56.4K - $56.7K
|
64.3K
$1.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.51K- 5.36% |
$80.1K - $80.5K
|
62K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.54K- 7.36% |
$104K - $104K
|
57.1K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-5.8K- 21.63% |
$132K - $133K
|
21K
$482K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-7.53K- 7.7% |
$172K - $173K
|
90.2K
$2.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-12.2K- 9.34% |
$279K - $280K
|
119K
$2.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.5K- 9.76% |
$308K - $310K
|
125K
$2.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15.2K- 3.74% |
$348K - $349K
|
391K
$8.97M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-19.8K- 9.86% |
$452K - $454K
|
181K
$4.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.1K- 5.05% |
$573K - $576K
|
472K
$10.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-97.1K- 67.25% |
$2.22M - $2.23M
|
47.3K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-323K- 82.95% |
$7.38M - $7.42M
|
66.4K
$1.52M
|