Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 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
|
- |
1.34M+ 24.54% |
$30M - $30.2M
|
6.8M
$153M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
242K+ 1847.33% |
$5.41M - $5.45M
|
255K
$5.74M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
215K+ 44.02% |
$4.81M - $4.85M
|
704K
$15.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
186K+ 39.79% |
$4.16M - $4.19M
|
654K
$14.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
171K+ 38.31% |
$3.83M - $3.85M
|
618K
$13.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
73.9K+ 32.86% |
$1.65M - $1.66M
|
299K
$6.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
41.8K+ 23.84% |
$935K - $942K
|
217K
$4.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
36.5K+ 21.23% |
$815K - $821K
|
208K
$4.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
32.5KNew |
$726K - $731K
|
32.5K
$731K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
30.3K+ 3.87% |
$678K - $682K
|
813K
$18.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
26.5K+ 9.87% |
$593K - $597K
|
295K
$6.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
25.6K+ 7.6% |
$572K - $577K
|
362K
$8.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
24.6K+ 5.08% |
$551K - $555K
|
510K
$11.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22.3K+ 14.81% |
$498K - $501K
|
173K
$3.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.7K+ 30.13% |
$441K - $445K
|
85.3K
$1.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19.6K+ 2.62% |
$438K - $441K
|
768K
$17.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
15.4K+ 30.79% |
$345K - $347K
|
65.5K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
15.3KNew |
$341K - $343K
|
15.3K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
14.6KNew |
$326K - $329K
|
14.6K
$329K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
14.6K+ 4.76% |
$326K - $328K
|
321K
$7.22M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.4K+ 9.37% |
$321K - $323K
|
168K
$3.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
12.4K+ 20.87% |
$277K - $279K
|
71.9K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 13.69% |
$274K - $276K
|
102K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6KNew |
$259K - $261K
|
11.6K
$261K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.4KNew |
$232K - $234K
|
10.4K
$234K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10.2KNew |
$228K - $230K
|
10.2K
$230K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.69KNew |
$217K - $218K
|
9.69K
$218K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.56K+ 1.7% |
$214K - $215K
|
570K
$12.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.31K+ 50.93% |
$163K - $165K
|
21.7K
$488K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.2K+ 3.87% |
$161K - $162K
|
193K
$4.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.79K+ 4.5% |
$84.8K - $85.4K
|
88.1K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
3.59K+ 11.25% |
$80.3K - $80.9K
|
35.5K
$800K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.27K+ 12.51% |
$73.1K - $73.6K
|
29.4K
$662K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.56K+ 6.05% |
$57.2K - $57.6K
|
44.8K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.18K+ 3.73% |
$48.8K - $49.1K
|
60.7K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.94K+ 21.01% |
$43.3K - $43.6K
|
11.2K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.13KNew |
$25.2K - $25.3K
|
1.13K
$25.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.12K+ 5.38% |
$24.9K - $25.1K
|
21.8K
$492K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.02K+ 8.25% |
$22.8K - $23K
|
13.4K
$302K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
871+ 7.12% |
$19.5K - $19.6K
|
13.1K
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
868+ 735.59% |
$19.4K - $19.5K
|
986
$22.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
510+ 1.35% |
$11.4K - $11.5K
|
38.4K
$865K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
481New |
$10.8K - $10.8K
|
481
$10.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
416+ 1.51% |
$9.3K - $9.37K
|
28.1K
$632K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
322+ 0.85% |
$7.2K - $7.25K
|
38.4K
$864K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
290+ 2.41% |
$6.48K - $6.53K
|
12.3K
$277K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
223+ 2.49% |
$4.99K - $5.02K
|
9.19K
$207K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
202+ 1.36% |
$4.52K - $4.55K
|
15.1K
$339K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
161+ 0.71% |
$3.6K - $3.63K
|
23K
$517K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
147+ 0.9% |
$3.29K - $3.31K
|
16.4K
$370K
|