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 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
33+ 0.16% |
$738 - $743
|
20.7K
$465K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-243- 2.57% |
$5.43K - $5.47K
|
9.22K
$208K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-316- 35.95% |
$7.07K - $7.12K
|
563
$12.7K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-763- 2.0% |
$17.1K - $17.2K
|
37.4K
$843K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.34K- 7.43% |
$29.9K - $30.1K
|
16.6K
$374K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.5K- 5.63% |
$33.5K - $33.7K
|
25.1K
$565K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.5K- 1.4% |
$33.5K - $33.8K
|
106K
$2.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.61K- 0.64% |
$36K - $36.3K
|
251K
$5.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.53K- 0.73% |
$79K - $79.6K
|
480K
$10.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.56K- 6.53% |
$79.5K - $80.1K
|
50.9K
$1.15M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-7.6K- 14.48% |
$170K - $171K
|
44.9K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-10.9K- 2.34% |
$244K - $246K
|
456K
$10.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13K- 13.74% |
$292K - $294K
|
81.9K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.8K- 4.43% |
$598K - $603K
|
577K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-50.1K- 1.74% |
$1.12M - $1.13M
|
2.83M
$63.8M
|