Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2030 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
96.6K+ 12.95% |
$1.89M - $1.93M
|
842K
$16.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
69.4K+ 16.94% |
$1.36M - $1.39M
|
479K
$9.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
51.5K+ 62.68% |
$1.01M - $1.03M
|
134K
$2.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
27.4K+ 7.11% |
$537K - $548K
|
413K
$8.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
26K+ 27.2% |
$508K - $518K
|
121K
$2.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
25.8KNew |
$506K - $516K
|
25.8K
$517K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
22.6K+ 55.2% |
$442K - $452K
|
63.6K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22K+ 57.18% |
$430K - $439K
|
60.4K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
20.4K+ 116.17% |
$399K - $408K
|
38K
$760K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
20K+ 3.88% |
$391K - $399K
|
534K
$10.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19.5K+ 49.33% |
$382K - $390K
|
59.2K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.3KNew |
$201K - $206K
|
10.3K
$206K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
9.39K+ 4.5% |
$184K - $188K
|
218K
$4.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.98K+ 8.5% |
$137K - $139K
|
89.1K
$1.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.29K+ 12.44% |
$123K - $126K
|
56.8K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.74K+ 5.36% |
$53.5K - $54.6K
|
53.8K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.37K+ 15.39% |
$46.3K - $47.3K
|
17.8K
$355K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.25K+ 2.75% |
$24.5K - $25K
|
46.7K
$934K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.06K+ 4.42% |
$20.6K - $21.1K
|
24.9K
$499K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
911New |
$17.8K - $18.2K
|
911
$18.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
800+ 66.67% |
$15.7K - $16K
|
2K
$40K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
139+ 0.67% |
$2.72K - $2.78K
|
21K
$420K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
109+ 0.97% |
$2.13K - $2.18K
|
11.4K
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
25+ 0.18% |
$489 - $500
|
13.6K
$273K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.08% |
$235 - $240
|
14.7K
$295K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
8+ 0.94% |
$157 - $160
|
856
$17.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-125- 0.13% |
$2.45K - $2.5K
|
94.4K
$1.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-4.85K- 4.78% |
$94.8K - $96.8K
|
96.4K
$1.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-8.12K- 8.19% |
$159K - $162K
|
91K
$1.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.83K- 2.24% |
$173K - $176K
|
385K
$7.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.3K- 9.98% |
$261K - $266K
|
120K
$2.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-41.7K- 7.67% |
$816K - $833K
|
502K
$10M
|